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170 news stories found
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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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August 23, 2016
SAFE TOOLBOXES, the comprehensive wealth management software.
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August 4, 2016
Promys, a leader in enterprise PSA software for technology solution providers, announced the release of comprehensive Web API integration with Acumatica Cloud Accounting/ERP software.
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July 22, 2016
Former Sonoma State University development VP to oversee institutional giving programs, other capital campaigns.
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May 13, 2016
RiskVal Financial Solutions has enhanced its portfolio service for mortgage securities valuation by integrating The Yield Book's analytics into its flagship product, RVPortfolio.
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April 5, 2016
Super Regional wealth management firms expand management team with new Chief Investment Officer
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March 25, 2016
Doug Antone, Todd Pickup, W. Henry Walker and Dave Moellenhoff to support youth mentorship
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February 20, 2016
Innovative Advisory Group is an independent registered investment advisory firm specializing in alternative investments in Self Directed IRAs, and retirement income strategies.
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February 10, 2016
Two new principals and new executive director continue Seattle office expansion, bring deep digital and project management experience
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February 3, 2016
Kirk Chisholm, wealth manager and co-founder of Innovative Advisory Group, is a 2016 award winner who specializes in alternative investments in Self Directed IRAs, and retirement income strategies.
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February 3, 2016
Enabling portfolio managers to check their real time positions wherever they are.
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January 29, 2016
Gary Perdue has been in the consumer finance business for more than 30 years
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January 15, 2016
Global Banking & Finance Review announces the list of winners for 2015
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January 10, 2016
The law firm of Warner Norcross & Judd LLP today announced that three attorneys have been named partners.
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December 11, 2015
Valency today announces that the Project Management Institute (PMI), the world's largest project management member association, has named it as a Registered Education Provider (R.E.P.) effective November 1, 2015.
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October 16, 2015
University recruits respected global business executive, current Dean of San Jose State University's Lucas College & Graduate School of Business.
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September 4, 2015
Dennis Hershey Joins Award Winning Servicing Solutions Company
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September 3, 2015
This "must have designation for retirement planning" expands Fontella Moody's credentials as a financial advisor.
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August 28, 2015
He recently founded a personal blog surrounding topical issues in Intellectual Property law
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