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Wealth manager NDVR launches first of its kind household wealth optimization solution, enabling advisors to create hyper-personalized portfolios in minutes

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The future of Unified Household Management is now available to RIAsAutomate the labor-intensive task of portfolio construction and managementEnables goal based portfolio optimization through NDVR’s Plan Optimized Portfolios™

BOSTON, Feb. 28, 2024 /PRNewswire/ — NDVR, a tech-forward wealth management firm serving advisors, family offices, and high-net-worth individuals, announced today that it has launched a new version of the NDVR Portfolio Lab™ that dramatically improves advisor efficiency and client expected outcomes.

The updated Portfolio Lab is a significant step forward in the asset management industry, enabling the creation of a hyper-personalized investment strategy and asset allocation for each client, while optimizing for their unique (and ever-evolving) circumstances, goals, and requirements with outcome forecasting – all at a scale not previously possible. Most importantly, though, this work can all be done in a matter of minutes rather than the hours or even days it has historically taken advisors.

“We assembled a team of Ph.D.s, financial service veterans, and tech innovators to make the advanced portfolio construction capabilities of a sophisticated family office available to every advisor serving any size of client,” said NDVR CEO and Founder Michael Simon. “Our goal is to empower advisors to improve expected outcomes for their clients and build longer-lasting relationships by putting individuals and family offices in the best possible position to achieve their financial goals.”

The new household wealth optimization features the ability to:

Create hyper-personalized portfolios using multiple asset classes and brokerage accounts, including taxable, Traditional IRA, Roth IRA, trusts, etc.Optimize and automate distributions from tax-advantaged accountsProvide actionable insights from “what-if” analysesDeploy portfolios for automated management with the click of a button

Household wealth optimization builds upon NDVR’s existing robust portfolio construction, management, and reporting which reduce the administrative complexity of managing households while also enabling financial advisors, RIAs, and family offices to seamlessly integrate the solution across all accounts, regardless of where they are held.

“We’re proud to have built a portfolio optimization platform that gives advisors access to intelligent solutions not previously available to retail investors,” said NDVR Chief Research Officer Stephanie Lo, Ph.D. “These institutional-grade strategies, backed by rigorous analysis and research, are the foundation of helping us build better portfolios for our clients.”

NDVR’s suite of core investment strategies, powered by the purchase of individual securities rather than ETFs or mutual funds, delivers intelligent, tax-efficient investment solutions not historically available to retail investors – all in one click.

NDVR strategies offer:

Custom indexing with active factors and tax-efficiencyHigher targeted portfolio returns with liquid alternativesDynamic planned withdrawal protectionEnhanced, tax-advantaged fixed income solutions

“The NDVR Portfolio Lab enables an advisor to recommend a unified household portfolio across multiple accounts and account types, including held-away assets, which is optimized to every client’s unique goals and objectives – not just clients who are very high net worth,” said Michael Hackman, president and managing principal at Hackman Financial Group. “Implementing a household portfolio allocation that uses sophisticated and personalized investment strategies is just a click of a button, rather than hours of investment implementation and monitoring.”

Advisor and RIA clients can now have access to portfolios that offer opportunities for enhanced growth and security to traditional strategies while taking advantage of advanced fee and tax optimization to keep more of their money in their pockets. The NDVR Portfolio Lab provides better insights into their financial possibilities and gives them confidence in their financial future.

To learn more about NDVR and the Portfolio Lab, head to http://www.ndvr.com. RIAs interested in leveraging NDVR’s technology for clients can inquire at hello@ndvr.com.

About NDVR

NDVR (pronounced “endeavor”) is a tech-forward wealth management firm that seeks to give every client confidence in their financial future through access to a trusted fiduciary advisor, next-generation technology that makes financial planning easy and insightful, and hyper-personalized portfolios built to maximize the security and growth of your financial plan.

Founded by serial technology entrepreneur Michael Simon, who previously led two companies to IPO, NDVR was purpose built to deliver more value to our clients by building portfolios utilizing intelligent investment strategies combined with lower fees and tax efficiency, at roughly half the industry standard price.

Headquartered in Boston, Mass., NDVR’s team of research Ph.D.s, financial services veterans, and tech entrepreneurs is building the next generation of wealth management called Wealth Optimization. For more, visit https://ndvr.com.

Disclaimer
Advisory services, including planning and portfolio management, are provided for a fee by NDVR, Inc., a registered investment adviser. NDVR’s advisory services are designed to help clients develop and pursue their unique wealth optimization plans. For more information about NDVR’s advisory services, see our Form ADV Parts 2A & 2B, Form CRS and other Terms of Use.

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, NDVR’s fees, and other expenses.

NDVR does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

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SOURCE NDVR

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Greater Precision of HER2-Expressing Breast Cancer Treatment with 3D Pathology: New JelloX Research Collaboration

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In the preliminary findings of a study conducted with the National Taiwan University Hospital, over 50% of sample cases were reclassified as HER2-expressing when 3D pathology was applied.

HSINCHU, April 17, 2025 /PRNewswire/ — JelloX Biotech Inc., a Taiwan-based startup at the forefront of cancer pathology, announced the preliminary results of a research collaboration with the National Taiwan University Hospital (NTUH) on breast cancer patients. The study found that JelloX’s 3D pathology technology identified a significantly increased proportion of tumors with HER2-low and HER2-ultralow expression compared to conventional methods, demonstrating this technology’s increased sensitivity and potential as a superior diagnostic tool for HER2 detection in breast cancers.

Contact JelloX at sales@jellox.com to explore partnerships and learn more about the company’s cutting-edge 3D pathology technology.

According to the US National Cancer Institute, breast cancer is the most prevalent form of cancer. However, the difficulty of precisely determining treatment has made the identification of HER2 expression essential. In HER2-low and HER2-ultralow metastatic breast cancer, the novel antibody-drug conjugate (ADC) Trastuzumab deruxtecan (T-DXd) has demonstrated robust efficacy over conventional chemotherapy. Yet considering HER2 spatial heterogeneity, traditional diagnostic methods have shown to be less precise than 3D pathology in detecting the presence of the HER2 protein.

“For the specific challenges posed by metastatic breast cancer and the need to identify predictive biomarkers accurately, the high sampling capacity of 3D pathology holds particular potential,” commented Dr. Yen-Yin Lin, CEO of JelloX. “JelloX Biotech’s Comprehensive HER2 Diagnostic Solution is poised to revolutionize HER2 diagnostics. With a more comprehensive data set on tumor samples, healthcare providers can be empowered to make more precise diagnoses, ensuring that the right patients receive the right treatment at the right time.”

New findings with NTUH on HER2 breast cancer

In JelloX’s research collaboration with NTUH, preliminary findings indicate that more than half of the analyzed cases exhibited diagnostic discrepancies when re-evaluated using the company’s advanced 3D pathology methods. Notably, among patients initially classified as HER2-null by traditional methods, more than 66.7% were reclassified as HER2-expressing (HER2-low or HER2-ultralow) using 3D technology, thereby becoming potentially eligible for T-DXd treatment.

These findings echo the company’s recent results using samples from colorectal and esophageal cancers, demonstrating that 3D pathology may have broader potential across various cancer types.

The full findings will be shared at the Global Breast Cancer Conference in South Korea on April 17. https://gbcc.kr/Main.asp

Implications for breast cancer treatment and drug guidelines

T-DXd has demonstrated significant efficacy in tumors with HER2 expression. However, tumors classified as HER2-null under conventional pathological testing are ineligible for T-DXd treatment. By detecting HER2 more precisely using 3D pathology methods, we can identify more patients eligible for T-DXd therapy.

In addition to cancer patients, JelloX’s 3D pathology technology has the potential to expand possibilities across healthcare stakeholders:

For physicians: This advanced diagnostic tool offers a more comprehensive patient data set and, when integrated with AI, helps reduce physician workloads.For pharmaceutical companies and research institutions: The technology enhances companion diagnostics (CDx) for drug usage and is a valuable tool for new drug development.For healthcare systems: 3D pathology optimizes medical resource allocation and minimizes unnecessary financial and healthcare burdens.

About JelloX Biotech Inc.

Based in Hsinchu, Taiwan, JelloX Biotech Inc. is a startup that focuses on advancing cancer pathology through 3D digital imaging and AI technology. 

For more information, please visit: https://jellox.com/en/home/

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SOURCE JelloX Biotech Inc.

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HTX Completes Fireblocks Off-Exchange Integration, Advancing Institutional Trading Security and Efficiency

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SINGAPORE, April 16, 2025 /PRNewswire/ — HTX, a leading global cryptocurrency exchange, has successfully integrated and launched Fireblocks Off-Exchange, a next-generation solution for institutional trading.

“This integration represents a strategic expansion of HTX’s institutional offerings,” said Justin Sun, Advisor to HTX. “Fireblocks’ state-of-the-art technology enhances our platform’s security infrastructure while streamlining institutional operations within a compliant framework. Looking ahead, we remain committed to delivering cutting-edge solutions that make HTX the preferred gateway for institutions entering the digital asset market.”

This milestone reinforces HTX’s commitment to delivering a secure, compliant, and seamless trading environment for its global institutional clientele.

Fireblocks Off-Exchange: Revolutionizing Institutional Asset Security

Fireblocks Off-Exchange enables institutions to securely trade digital assets by maintaining funds in self-custodied, off-exchange collateral accounts, while simultaneously receiving 1:1 credit on the exchange. This dramatically reduces counterparty risk while maintaining the speed and capital efficiency of centralized trading.

The solution facilitates rapid, low-cost settlement across platforms, ensuring assets remain under institutional-grade security throughout the trade lifecycle. A robust disaster recovery mechanism guarantees recoverability of funds even under extreme conditions, enabling institutional clients to retain control over private keys while accessing deep exchange liquidity.

HTX: Reinforcing Institutional Confidence in the Crypto Market

By deploying Fireblocks Off-Exchange, HTX strengthens its platform’s regulatory posture and operational resilience—critical factors in today’s evolving digital asset landscape. The integration aligns with HTX’s broader mission to advance institutional participation through enhanced asset protection and compliance infrastructure.

Since the launch, HTX has onboarded numerous institutional clients and recorded a 200% increase in trading volume, validating market demand for secure off-exchange settlement models.

A Step Toward the Future of Compliant Institutional Trading

As the crypto industry continues to mature, HTX remains committed to innovation in asset protection, regulatory alignment, and institutional services. The Fireblocks Off-Exchange integration marks another key milestone in HTX’s journey to provide a best-in-class, compliant trading experience tailored to institutional needs—positioning the exchange as a global leader in secure digital asset trading.

About HTX

Founded in 2013, HTX has evolved from a virtual asset exchange into a comprehensive ecosystem of blockchain businesses that span digital asset trading, financial derivatives, research, investments, incubation, and other businesses.

As a world-leading gateway to Web3, HTX harbors global capabilities that enable it to provide users with safe and reliable services. Adhering to the growth strategy of “Global Expansion, Thriving Ecosystem, Wealth Effect, Security & Compliance,” HTX is dedicated to providing quality services and values to virtual asset enthusiasts worldwide.

To learn more about HTX, please visit HTX Square or https://www.htx.com/, and follow HTX on X, Telegram, and Discord.

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Rio Tinto and AMG Metals & Materials to assess low-carbon aluminium project in India

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LONDON, April 17, 2025 /PRNewswire/ — Rio Tinto and AMG Metals & Materials (AMG M&M), an energy transition solutions provider, have signed a Memorandum of Understanding (MOU) to jointly assess the feasibility of developing an integrated low-carbon aluminium project powered by renewable energy in India. AMG M&M is promoted by the two founders of Greenko and AM Green.

Together, the parties will consider the potential development of up to a 1 million tonnes per annum (Mtpa) primary aluminium smelter and 2 Mtpa of alumina production, both powered by renewable wind and solar energy firmed by pumped hydro storage. The development will comprise a study to evaluate a potential first phase 500,000 tonnes per annum primary aluminium smelter in a favourable location in India.

Rio Tinto Aluminium Chief Executive Jérôme Pécresse said: “This study is an important step in our ambition to grow our global, low-carbon aluminium footprint while exploring new project delivery approaches and opportunities in emerging markets. Partnering with AMG Metals & Materials enables us to assess how we can develop low-cost responsible aluminium production powered by renewable energy. With its rapid economic growth and strategic position, India is a compelling location for this potential project and aligns with our long-term vision for a globally more diverse and resilient aluminium business.”

As part of the study, AMG M&M will examine a firmed renewable energy solution with Greenko, while Rio Tinto will explore a commercial alumina solution. The study will also assess smelting technology options to determine the most cost-effective solution for the project.

Group President of AMG Metals & Materials and Greenko Mahesh Kolli said: “Over the last few years, we have been able to deliver a multitude of decarbonization solutions comprising electricity, molecules, chemicals and fuels. We are excited to expand that further to the materials space. This MOU could deliver much needed low-carbon metal at scale to propel decarbonization initiatives in global supply chains across auto, construction, consumer packaging and many more segments.”

About AMG Metals & Materials

AMG Metals & Materials is incorporated by Anil Chalamalasetty and Mahesh Kolli, the founders of Greenko Group, one of India’s leading energy transition solutions providers, and AM Green, a global decarbonization solution provider. Greenko has a near-term operational renewable energy capacity of 10 GW across solar, wind and hydro and is building 100 GWh of single cycle storage capacity across India. AM Green is developing low-carbon ammonia projects across multiple locations in India with a goal to reach 5 Mtpa of green ammonia capacity by 2030. Its first plant currently under construction in Kakinada with a projected capacity of 1 Mtpa of green ammonia will be one of the world’s largest RFNBO compliant green ammonia facilities, supporting efforts to achieve net zero targets both in India and OECD markets. AM Green is also developing production capabilities for other net zero molecules and chemicals including green caustic soda, e-methanol, olefins & biofuels for decarbonization in hard to abate industries. Further information at www.amgreen.com

Contacts

AMG Metals & Materials

Suheil Imtiaz
Public Affairs & Strategic Communication
suheil.m@amgreen.com

Rio Tinto
media.enquiries@riotinto.com

 

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Rio Tinto plc

Rio Tinto Limited

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