CASS Training Course: Managing Client Money and Assets - Investigate the Application of the FCA CASS R ules (ONLINE EVENT: December 2, 2024)
November 25, 2024 04:05 ET
|
Research and Markets
Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "CASS - Managing Client Money and Assets" training has been added to ResearchAndMarkets.com's offering. This very practical 1 day course conducted by...
Bipsync and Dasseti Partner to Streamline Research and Due Diligence Processes for Investment Management
October 17, 2024 09:08 ET
|
Bipsync
NEW YORK, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Bipsync, a premier research and workflow management platform, and Dasseti, a leading provider of custom data collection solutions, today announced a...
Bipsync and Holland Mountain Forge Strategic Partnership
October 10, 2024 08:15 ET
|
Bipsync
Bipsync and Holland Mountain forge strategic partnership
2024 Global Research: Wealth Management Market Projected to Expand Significantly by 2028, Driven by Technological Innovation and HNI Trends
October 09, 2024 06:22 ET
|
Research and Markets
Dublin, Oct. 09, 2024 (GLOBE NEWSWIRE) -- The "Global Wealth Management Market 2024-2028" report has been added to ResearchAndMarkets.com's offeringThe Global Wealth Management Market is poised for...
Bipsync and Preqin partner to elevate research and diligence processes for alternative investments
August 27, 2024 08:09 ET
|
Bipsync
Bipsync and Preqin partner to elevate research and diligence processes for alternative investments.
US Portfolio Management & Investment Advice Industry Market Research Report 2024: Surging Assets Under Management (AUM) Have Benefited the Industry
July 08, 2024 10:05 ET
|
Research and Markets
Dublin, July 08, 2024 (GLOBE NEWSWIRE) -- The "Portfolio Management & Investment Advice in the US - Industry Market Research Report" report has been added to ResearchAndMarkets.com's...
Intapp partners with Bite Investments to enhance investor management
June 04, 2024 09:00 ET
|
Intapp Inc.
PALO ALTO, Calif., June 04, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today...
Wealthspire Advisors to Acquire Ohio-Based Walden Wealth Partners
May 08, 2024 09:00 ET
|
Wealthspire Advisors
New York, May 08, 2024 (GLOBE NEWSWIRE) -- Wealthspire Advisors LLC, an NFP company and independent registered investment advisor firm headquartered in New York City, today announced that it has...
Greenbacker delivers 2023 results
April 04, 2024 09:00 ET
|
Greenbacker Renewable Energy Company LLC
Company announces annual revenue; year-over-year increases in power generation and operating capacity; and 2023 highlights, including its first wind asset repowers, milestone monetization of IRA...
TAG Associates Named Best Multi-Family Office
March 04, 2024 10:45 ET
|
TAG Associates, LLC
NEW YORK, March 04, 2024 (GLOBE NEWSWIRE) -- TAG Associates LLC, a multi-family office and portfolio management services firm, today announced the firm was named Best Multi-Family Office by Private...