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Banking & Financial

5106 total news stories found.


Envision Financial Systems Shortlisted for 2018 Fund Intelligence Mutual Fund Service & Technology Awards

2018-09-25 | Firm recognized in 'Clearing and Settlement Technology' and 'Cloud Solution' Categories


DRI Fund Earns Membership in The Federal Home Loan Bank of Indianapolis

2018-09-24 | Membership will expand the organization's capacity to increase financing opportunities for homeowners in underserved communities


United Thinkers Launches a White-label Facilitator Program

2018-09-24 | White-label Payment Facilitator Program


Trinity Street Capital Partners Announces the Origination of a High Leverage, Non-recourse, Construction Loan on an AC Marriott Hotel Located in Atlanta, GA

2018-09-20 | Trinity Street Capital Partners (TSCP), a full service real estate investment bank, announces the origination of a $28.5MM, 75% loan-to-cost, construction loan for the development of a 222 key, AC Marriott stay hotel in Atlanta, GA.


Frank Macaluso Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-09-20 | Frank Macaluso has been endorsed by Marquis Who's Who as a leader in the oil and banking industries


Laurent Ramsey Becomes a Partner of Pictet

2018-09-20 | Laurent Ramsey has been appointed as the new Managing Partner of Pictet Group. Ramsey has been part of the one of the largest Swiss private banks' team for more than two decades.


Brett Danko of GENCapital to Speak on Legacy Planning at SECO18

2018-09-19 | Brett R. Danko, CFP®, who serves as GENCapital's Partner and President of Financial Planning Resource Center will speak at the 2018 Southeast Community Owners (SECO) Symposium.


Bronfman Rothschild Expands Investment Team with Hire of Christopher Maxey

2018-09-19 | Maxey will work closely with Bronfman Rothschild Chief Investment Officer, Dmitriy Katsnelson, providing portfolio construction and asset allocation insight alongside money manager research and due diligence.


Isabelle Mathieu Presented with the Albert Nelson Marquis Lifetime Achievement Award by Marquis Who's Who

2018-09-18 | Ms. Mathieu has been endorsed by Marquis Who's Who as a leader in the field of infrastructure finance


Bronfman Rothschild Welcomes Advisor Glen Macdonald

2018-09-17 | Bronfman Rothschild today announced that Glen Macdonald, who advised on $100 million under management at U.S. Trust, has joined Bronfman Rothschild as a Managing Director in the firm's New York office.


ICBC Asset Management (Global) Selects Linedata for Cross-Platform Investment Solutions

2018-09-14 | Dynamic, growing fund manager scales and streamlines Asia operations


Farber & Luminari Partner to Provide Unique Combined Recruitment Solution

2018-09-13 | The partnership will be the first of it's kind in Canada, harnessing the dual power of Luminari's massive digital CPA community with Farber's industry-leading expertise in interim management & executive search.



Accrualify Secures $3.2 Million in Series A Funding to Fully Automate Accounts Payable with Machine Learning and AI

2018-09-12 | Accrualify's suite of solutions automates many processes around spend management including vendor on-boarding, purchase orders, invoices, payments—and even accruals.


DPL Financial Partners Reaches 100-Member Milestone

2018-09-12 | "Founding Members" embrace Commission-Free insurance as key part of holistic financial plans


Trinity Street Capital Partners Announces the Origination of a High Leverage Construction Loan on an Extended Stay Hotel Located in Smyrna, GA

2018-09-11 | Trinity Street Capital Partners (TSCP), a full service real estate investment bank, announces the origination of a $6.32MM, 84% loan-to-cost, construction loan for the development of a 92 key, Candlewood Suites, extended stay hotel in Smyrna, Georgia


Envision Financial Systems Named Recipient of 2018 NICSA NOVA Award

2018-09-11 | FundKeeper wins "Innovation in Distribution" category


Millennium Strategic Investments Launches Premiere Real Estate Private Equity Fund in Washington D.C.

2018-09-10 | The MSI Wealth Management Fund specializes in lucrative real estate acquisitions in the Washington, DC metropolitan area. We are committed to identifying, analyzing and implementing strategies that result in consistent, above-average returns.


High Latencies – Facilitating Trading Inclusiveness

2018-09-08 | MoonX changing the way the world trades with its superior technology than the Traditional Stock Exchanges


ARA Taps Moiseyev for New CMO Role

2018-09-07 | Industry marketing veteran Daniella Moiseyev will join the organization in the newly established role of Chief Marketing Officer.