As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.
In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.
The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.
Crossbridge Capital, an independent wealth management firm which provides investment solutions for ultra-high net worth families, today announced plans to launch Singapore’s first digital advisory platform for accredited investors*.
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".