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Linedata Launches New Interface to DTCC's CTM in Support of MiFID II and Industry Requirements

2017-09-20 | Interface will offer expanded asset class support to help clients meet requirements for automated post-trade processes and allows global users to better manage the post-trade process and focus on core competencies and business differentiation.


Sabrina Bailey, Northern Trust Asset Management Global Head of Retirement Solutions, to Receive the 2017 Distinguished Woman Investment Professional of the Year Award

2017-09-20 | Award will be presented to Ms. Bailey at the Women Investment Professionals (WIP) Annual Trailblazer Dinner on October 26, 2017


Recycled Shipping Containers to House New Business Park in North Fort Worth

2017-09-19 | Box Office Warehouse Suites, "Offices with Attitude," Will Open in 2017 in the Alliance Commercial Real Estate Area


Marketing Evolution Adds Enterprise Software Sales Expert to Board

2017-09-19 | Chris McClain joins as independent board member to fuel global expansion and sales


Top Tier Compliance Consulting Firm goes NexTier in Strategic Partnership, Disrupting Target Market Verticals for Both

2017-09-19 | Compliance Risk Concepts and Nextier Consulting Solutions team up to serve strategic and tactical needs of the investment management community.


2018 Covered California Open Enrollment Is Coming! (Technically, So Is Winter)

2017-09-19 | Your Guide To Successfully Surviving And Saving With The 2018 Covered California Marketplace Open Enrollment


eProseed to co-host Oracle Process, Integration & API CAB in San Francisco

2017-09-19 | eProseed, together with the Oracle Process, Integration & API Product Management team, will be hosting the next Process, Integration & API Customer Advisory Summit in San Francisco.


Dennis J. Aigner, PhD Named a Lifetime Achiever by Marquis Who's Who

2017-09-19 | Dr. Aigner has been endorsed by Marquis Who's Who as a leader in the field of environmental business


Sarkis Joseph Khoury, PhD, Named a Lifetime Achiever by Marquis Who's Who

2017-09-19 | Dr. Khoury has been endorsed by Marquis Who's Who as a leader in the fields of higher education and politics


Bronfman Rothschild Opens Reston, Virginia Office

2017-09-19 | Investment Advisor expands presence in DC area with first Virginia location


Financial Advocates Transitions Michael Pickett to Independence

2017-09-19 | We are navigating the landscape for our advisors and providing guidance, oversight and support so they can worry less and grow their business with confidence.


Ukrainian Startup Pavilion Invites Friends to TechCrunch Disrupt San Francisco 2017

2017-09-18 | Angel investors Zhenya Rozinskiy and Nick Bilogorskiy will introduce 15 Ukrainian startups during the most exciting tech conference in SF.


FinFolio Launches FinFolio 2.0 App for Wealth Management and Trading

2017-09-18 | FinFolio 2.0 is a web app for professional wealth managers that does portfolio management, performance reporting, dashboards, billing, trading and client portals


A Revolutionary Decentralized Investment Intelligence Platform "Wealthium" was just Announced!

2017-09-17 | Make investment intelligence accessible and empower people to grow their wealth


Susan G. Komen Orange County Sponsors National Award-Winning Free Estate Planning Workshop Series

2017-09-17 | Free eight-week workshop series empowers Orange County residents with financial and estate planning education


Financial Advocates Welcomes Lawrence Weller

2017-09-16 | Weller is the 23rd advisor to join Financial Advocates this year


Apriem Advisors Adds Two Members To Wealth Management Team

2017-09-16 | New hires lend expertise in portfolio administration, financial planning to rapidly growing Southern California firm


ASC Offers MiFID II-Compliant Recording for Financial Institutions

2017-09-16 | ASC announced its recording and analytics suite for compliance will help banks comply with stringent documentation requirements and detect compliance violations using automated analytics tools.


Advisor Websites Ranks No. 146 on the 2017 PROFIT 500

2017-09-15 | Canadian Business unveils 29th annual list of Canada's Fastest-Growing Companies


Muangthai Leasing PCL (MTLS TB) Leadership Visits U.S. Cities for Non-Deal Roadshow

2017-09-15 | Dr. Chuchat Petaumpai and Mr. Parithad Petampai were hosted in the U.S. by institutional equities broker Decker & Co.