CASH SWEEPS INVESTIGATION ALERT: DiCello Levitt LLP Is Investigating Cash Sweeps Programs in Investment Accounts; Account Holders Encouraged to Contact the Firm
21 sept. 2024 12h11 HE
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DiCello Levitt LLP
DiCello Levitt is investigating whether large financial institutions and their investment adviser affiliates violated their fiduciary duties.
Oyster Consulting Celebrates 15 Years of Excellence Serving Wealth Management Firms
17 oct. 2023 07h00 HE
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Oyster Consulting LLC
Oyster Consulting, a top-tier consulting firm to the wealth management industry is celebrating its 15th Anniversary.
Oyster Consulting Hires John Ivan, Former Raymond James, Merrill Lynch Compliance Exec
17 août 2023 07h00 HE
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Oyster Consulting LLC
RICHMOND, Va., Aug. 17, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting, a financial services consulting firm providing consulting, outsourcing and software services, announced today that John Ivan has...
TAG Associates Wins Award for Best Private Client Investment Platform
12 mai 2023 09h00 HE
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TAG Associates, LLC
NEW YORK, May 12, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won the 2023 Family Wealth Report...
TAG Associates Wins Two PAM Awards, Including Best Multi-Family Office
13 févr. 2023 13h45 HE
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TAG Associates, LLC
NEW YORK, Feb. 13, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won two Private Asset Management...
TAG Associates to Open Florida Office
23 janv. 2023 09h30 HE
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TAG Associates, LLC
NEW YORK, Jan. 23, 2023 (GLOBE NEWSWIRE) -- TAG Associates, a $9 billion multi-family office and portfolio management services firm, today announced that the firm is opening an office in South...
Oyster Consulting Hires Jose Fernandez, Expanding Capital Markets Operations Expertise
26 avr. 2022 07h00 HE
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Oyster Consulting LLC
RICHMOND, Va., April 26, 2022 (GLOBE NEWSWIRE) -- Oyster Consulting, a financial services consulting firm providing consulting, outsourcing and software services, announced today that Jose Fernandez...
TAG Associates Nominated for Four Industry Awards
25 janv. 2022 10h00 HE
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TAG Associates, LLC
NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...
TAG Associates President Jonathan Bergman Shortlisted for Family Wealth Report Leading Individual Award
05 déc. 2019 09h00 HE
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TAG Associates, LLC
NEW YORK, Dec. 05, 2019 (GLOBE NEWSWIRE) -- TAG Associates, a leading multi-family office and portfolio management services firm, today announced that its President, Jonathan Bergman, has been...
CLARK CAPITAL MANAGEMENT EARNS ENVESTNET’S STRATEGIST OF THE YEAR HONOR
08 mai 2017 07h30 HE
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Clark Capital Management Group
Philadelphia, May 08, 2017 (GLOBE NEWSWIRE) -- PHILADELPHIA, PA, May 8, 2017 – Clark Capital Management Group, an independent asset manager, was named Strategist of the Year for its Navigator®...