Vestmark Appoints Lonnie Macdonald Chief Marketing Officer
May 11, 2017 08:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - May 11, 2017) - Vestmark, a leading provider of Unified Wealth Management® solutions, today announced that Lonnie Macdonald has been appointed as Chief Marketing Officer....
Vestmark Named a "Best Place to Work" by the Boston Business Journal
May 04, 2017 09:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - May 04, 2017) - Vestmark, a leading provider of Unified Wealth Management® solutions, was named a 2017 Best Place to Work by the Boston Business Journal. The awards...
Vestmark Appoints 25-Year Industry Veteran to Lead Professional Services
February 07, 2017 09:30 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - February 07, 2017) - Roger Kahlon joins Vestmark, a leading provider of Unified Wealth Management® solutions, as Senior Vice President of Professional Services. In this...
Poll Reveals Most Financial Firms Seek to use Robo Technology to Complement Existing Service Models
January 24, 2017 12:30 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - January 24, 2017) - Vestmark, the leading provider of Unified Wealth Management® solutions, today released poll results captured during a recent webinar, The Robo Advice...
DoL Conflict of Interest Rule Sparks Urgency To Incorporate Robo Advice Solutions Under Fully-Integrated Platforms
December 14, 2016 10:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - December 14, 2016) - Vestmark, a leading innovator of wealth management technology and advisory solutions, along with research and consulting firm Celent today released...
Brinker Capital completes implementation of VestmarkONE(R) to improve advisor experience and accelerate business growth
December 07, 2016 08:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - December 07, 2016) - Vestmark, the leading provider of Unified Wealth Management® solutions announced that Brinker Capital, a leading investment management firm focused...
Vestmark Manager Marketplace Named Innovative New Application in 2016 WealthManagement.com Industry Awards
November 03, 2016 08:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - November 03, 2016) - Vestmark, a leading innovator of unified wealth management® solutions, is pleased to announce that the Vestmark Manager Marketplace (VMM) service...
Vestmark Unveils Robo-Advice Platform
October 19, 2016 09:22 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - October 19, 2016) - Vestmark, the leading provider of Unified Wealth Management® solutions, announced today the VestmarkONE Robo Solution. Already serving as the engine...
Financial Institutions Turn to Vestmark's BPO Service to Accelerate Path to Growth
October 05, 2016 10:00 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - October 05, 2016) - Vestmark, a leading provider of unified wealth management technology, is pleased to announce that their Business Process Outsourcing (BPO) unit has...
Vestmark CFO Named to Boston Business Journal's 2016 40 Under 40
September 28, 2016 11:30 ET
|
Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - September 28, 2016) - Vestmark is pleased to announce that its Chief Financial Officer, Tiffany Freitas, is an honoree of the Boston Business Journal's 2016 40 Under 40...