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2912 news stories found
Press Release
January 27, 2018
"Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules.."
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Press Release
January 26, 2018
Ms. Cottrell has been endorsed by Marquis Who's Who as a leader in the banking industry
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January 25, 2018
Mr. Holder will be featured on the cover of the February 2018 edition of Finance Magazine
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January 24, 2018
With over 100 new customer contracts in 2017 plus notable new and expanded partnerships
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January 24, 2018
Envision, a leading provider of real-time mutual fund shareholder recordkeeping technology, will sponsor the 2018 Financial Services Institute (FSI) OneVoice Conference (Booth #400). The conference takes place in Dallas, TX from January 29-31.
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January 23, 2018
Having current accurate miEdge data within the Dynamics 365 platform, allows sales professionals to grow their business fast
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January 12, 2018
An AV Preeminent Attorney, Mr. Miller maintains a private practice that focuses primarily on financial services
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January 10, 2018
Leading Global Brands Leverage ROI Brain Ability to Deliver Right-Time Optimizations for Campaigns Worldwide
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January 9, 2018
Mr. Hatch is an AV Preeminent Attorney with Martindale Hubbell
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January 9, 2018
ISITC's 24th annual summit will tackle disruption in financial services and how operations professionals can navigate the changing landscape
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January 3, 2018
Brett Hickey founded Star Mountain Capital and Star Mountain Charitable Foundation
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January 3, 2018
Mr. Hill has been endorsed by Marquis Who's Who as a leader in the finance industry
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December 21, 2017
Joe Bogdan, Larry Kass, Robert Klinger, Felicia Traub, and Jingjing Ye Bring an Unbeatable Combination of In-house and Big Law Experience to the Rapidly-Expanding, Cloud-Based Law Firm Disrupting the Conventional Law Firm Business Model
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December 20, 2017
P&C professionals have access to a single searchable database saving time and accessing current, accurate information on over 1.7 Million employers in the United States.
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Press Release
December 19, 2017
Mr. See has been endorsed by Marquis Who's Who as a leader in the marketing industry
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December 13, 2017
Marinus Analytics and Lendonate were selected as runner-ups in the inaugural program to spotlight female founders in finance and insurance technology.
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Press Release
December 13, 2017
Computer Resources of America named Top IT Services & Consulting Firms and Top Cloud Consultants representing 12% of companies from the IT Services industry of Global Leaders by Clutch.
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November 22, 2017
Aite Group stated that Linedata rebuilt Linedata Capitalstream to be a solution with screens that are simpler and more elegant, and that they deliver more functionality than the prior version of Linedata Capitalstream.
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November 21, 2017
FDM Group's holiday ad highlights the gift of opportunity, as three individuals get the chance to launch their careers with the international IT and business consulting firm.
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November 21, 2017
Box Office Warehouse Suites Perfect for Small Businesses with Tight Budgets
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