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January 10, 2017
Finance Digest Announces the list of winners for the Brand Of Excellence Program 2016
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December 24, 2016
Global Banking & Finance Review Magazine announces the list of award winners for 2016
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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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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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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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October 25, 2016
Ms. Jason heads Jackson, Grant Investment Advisers, a fiduciary wealth management boutique she founded 24 years ago
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October 18, 2016
Ray Pompon, Head of Information Security at Linedata, will participate on a panel discussing cyber-security issues.
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September 29, 2016
Client driven, market sensitive approach aligned with industry dynamics: Interconnectivity, Enhanced Analytics and Intuitive UX advances
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September 22, 2016
FinFolio's outsourced portfolio management software with REST API is key to Gravity Investment's decision.
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September 8, 2016
Highly Regarded Investment Professional to Join Canterbury's Seattle Team
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September 1, 2016
One of Luxembourg's biggest independent asset management companies opts for Linedata's compliance monitoring software
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August 12, 2016
Ackerman & Co. sold the 440,165-square-foot Braselton 85 Distribution to Cabot Partners.
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July 19, 2016
Wealth & Finance Magazine Recently Announced the 2016 Alternative Investment Awards Winners, Phillip James Financial among those awarded.
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July 11, 2016
Dr. Wong brings scientific expertise to the real estate industry
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June 16, 2016
For the first time, Mphasis features in the annual 'Computerworld 2016 Best Places to Work in IT' ranking
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June 5, 2016
"We understand the importance of connecting our resources with Quantum House, whose mission is to support the needs of families receiving medical treatment in Palm Beach County," said Founder, Chauncey Lufkin.
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June 3, 2016
Cressman Financial Group today announced the appointment of Deborah Ming as Chief Country Officer for Singapore effective immediately.
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April 30, 2016
Penn Investment Advisors, Inc. is a subsidiary of Penn Community Bank, Bucks County's leading independent, mutual bank
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