Tag : Investment Management

William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director
Banking Investment Services News

William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced that it has further expanded its investment banking team with the addition of William Kallop as a managing director in the firm’s consumer and retail group. Based in Chicago, Kallop will focus on clients......
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Finance Investment Services News

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Fintech News Desk
by Fintech News Desk0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
Investment Services News

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Fintech News Desk
by Fintech News Desk0
PCIA adds $1.75 billion team with remote wealth management capabilities Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*. “Joining Prime Capital Investment......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Baillie Gifford Goes Live With SureVu for CSDR Compliance
Compliance management Investment Services News

Baillie Gifford Goes Live With SureVu for CSDR Compliance

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, announces the implementation of its SDR (Settlement Discipline Regime) management software SureVu at Edinburgh-based investment manager Baillie Gifford. “Additionally, the shift towards a reduced settlement period is certainly driving operational process efficiencies across the investment management......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Charles River Associates Expands Its Financial Markets Practice
Finance News

Charles River Associates Expands Its Financial Markets Practice

Fintech News Desk
by Fintech News Desk0
Charles River Associates, a worldwide leader in providing economic, financial and management consulting services, announced that Ozgur B. Kan has joined CRA’s Financial Markets Practice as a vice president in the Company’s New York office. “As a recognized expert who has provided written and oral testimony and expert advice in numerous......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence
Investment Services News

CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence

Fintech News Desk
by Fintech News Desk0
CI GAM receives 14 Refinitiv Lipper Fund Awards across multiple categories CI Global Asset Management announced that its investment funds have been recognized with 14 Refinitiv Canada Lipper Fund Awards for 2022. The awards recognize mutual funds and exchange-traded funds that have provided consistently strong risk-adjusted performance, relative to peers.......
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