Search News by Tag: Investment Management

573 news stories found

Press Release March 17, 2017
"We go beyond offering products to consumers; we are creating a marketplace to build a community."
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Press Release March 16, 2017
As senior vice president and director for Eagle Asset Management, Mr. Short utilizes his work ethic and tremendous experience to consistently exceed his clients' expectations
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Press Release March 16, 2017
HONG KONG -- State Bridge Partners today announced the appointment of Richard Kerr as Head of Institutional Finance.
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Press Release March 9, 2017
The partnership will provide expanded analytics to meet the requirements of alternative funds and SMA's and enhances Linedata Admin Edge's financial reporting capabilities, adding diversity to Linedata's auditable client reporting.
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Press Release March 1, 2017
Linedata Navquest chosen by John Hancock to to enhance its Net Asset Value (NAV) Oversight, NAV Validation and NAV Contingency capabilities.
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Press Release February 2, 2017
EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing over $2.5 Billion in AUM as of December 31, 2016, has hired Sara Gardner, CFP as Wealth Advisor for its Denver regional office.
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Press Release February 1, 2017
Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent investment advisor based in Rockville, Maryland.
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Press Release January 28, 2017
Linedata acquires Gravitas, a leading provider of middle office and technology services
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Press Release January 18, 2017
Linedata Longview delivers scalable, powerful, EMS-neutral performance
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Press Release January 11, 2017
New upgrade provides additional reporting and analytical capabilities
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Press Release January 10, 2017
Finance Digest Announces the list of winners for the Brand Of Excellence Program 2016
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Press Release December 24, 2016
Global Banking & Finance Review Magazine announces the list of award winners for 2016
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Press Release December 10, 2016
EP Wealth Advisors has hired Patrick L. Kinney as financial advisor for its West Los Angeles office location.
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Press Release December 9, 2016
Designed to meet the changing needs of the hedge fund and institutional investment communities, the new features provide clients with total control of their portfolios and transactions, from order entry right through to settlement and custody.
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Press Release December 8, 2016
Laguna Beach resident and in-demand Wealth Advisor Bart Zandbergen is ringing in the New Year, as well as Optivest Wealth Management's 30th Anniversary, by joining their elite team of esteemed professionals.
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Press Release October 25, 2016
Release is part of the continuing programme of functional and technological evolution and builds on the broad and deep functionality offered by Linedata Icon
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Press Release October 25, 2016
Ms. Jason heads Jackson, Grant Investment Advisers, a fiduciary wealth management boutique she founded 24 years ago
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Press Release October 18, 2016
Ray Pompon, Head of Information Security at Linedata, will participate on a panel discussing cyber-security issues.
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Press Release September 29, 2016
Client driven, market sensitive approach aligned with industry dynamics: Interconnectivity, Enhanced Analytics and Intuitive UX advances
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Press Release September 22, 2016
FinFolio's outsourced portfolio management software with REST API is key to Gravity Investment's decision.
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