by Oscar Jofre | Aug 21, 2024 | Investors
In an era of economic uncertainty, understanding your net worth isn’t just smart – it’s essential. Net worth isn’t just for the rich and famous. It’s the cornerstone of personal finance, and understanding it is key to taking control of...
by Oscar Jofre | Aug 19, 2024 | Issuers
Individual Retirement Accounts (IRAs) represent a significant, yet often underutilized, source of investment capital in the private markets. IRA as of 2023 stands at $38.3T the largest asset pool in the USA. Despite the advantages, many companies fail to actively...
by Oscar Jofre | Aug 14, 2024 | Broker-dealers
In today’s fast-paced financial world, broker-dealers face a myriad of challenges in managing paperwork, ensuring data security, and maintaining operational efficiency. Regulatory compliance is becoming increasingly complex, while investor expectations continue...
by Oscar Jofre | Aug 12, 2024 | Institutional
We are thrilled to announce a significant milestone in our journey: KoreConX is now simply KORE. This change is more than just a new name—it’s a reflection of our dedication to providing the most efficient, secure, and innovative infrastructure for the Private...
by Oscar Jofre | Aug 7, 2024 | Broker-dealers
Artificial Intelligence (AI) is rapidly transforming industries, and the financial sector is no exception. AI offers numerous potential benefits for broker-dealers, including enhanced customer service, improved risk management, and streamlined operations. However,...