ClariVest Asset Management Promotes Gashi Zengeni, CFA, to Assistant Portfolio Manager
June 02, 2020 08:45 ET
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Carillon Tower Advisers
San Diego, June 02, 2020 (GLOBE NEWSWIRE) -- ClariVest Asset Management, an investment management firm and affiliate of Carillon Tower Advisers, is pleased to announce that Gashi Zengeni, CFA, has...
QuoteMedia Launches New Wealth Management Module
May 26, 2020 13:47 ET
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QuoteMedia, Inc.
PHOENIX, May 26, 2020 (GLOBE NEWSWIRE) -- QuoteMedia, Inc. (OTCQB: QMCI), a leading provider of market data and financial applications, is pleased to announce the release of its new Wealth...
Causality Link Adds Veteran Buy-Side Executive Antoine Mallard as Vice President of Portfolio Management
May 12, 2020 08:30 ET
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Causality Link
Salt Lake City, May 12, 2020 (GLOBE NEWSWIRE) -- Causality Link, an advanced, artificial intelligence (AI)-driven investment technology provider, today announced the addition of veteran buy-side...
TAG Associates President Jonathan Bergman Shortlisted for Family Wealth Report Leading Individual Award
December 05, 2019 09:00 ET
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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...
Systematic Investment Management AG (SIMAG) Selects TORA’s Integrated Trading and Portfolio Management System
April 03, 2019 06:00 ET
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TORA
LONDON, April 03, 2019 (GLOBE NEWSWIRE) -- Institutional trading and portfolio management systems provider TORA has today announced the successful implementation of its Order and Execution...
Innovator Lists April Series of S&P 500 Buffer ETFs Expanding Defined Outcome ETF(sm) Suite to Twelve
April 01, 2019 09:00 ET
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Innovator Capital Management, LLC
CHICAGO, April 01, 2019 (GLOBE NEWSWIRE) -- Innovator Capital Management, LLC (Innovator) announced today the April Series of Innovator S&P 500 Buffer ETFs have begun trading on the Cboe. The...
Vestmark Continues Relationship with Fidelity Investments’ Personal Investing Unit
October 25, 2018 14:28 ET
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Vestmark, Inc.
WAKEFIELD, Mass., Oct. 25, 2018 (GLOBE NEWSWIRE) -- Vestmark, a leading provider of portfolio management and trading software and services, announced that Fidelity Investments’ Personal Investing...
Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience
October 23, 2018 12:00 ET
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Vestmark, Inc.
Joint solution offers improved manager access and strategy implementation WAKEFIELD, Mass., Oct. 23, 2018 (GLOBE NEWSWIRE) -- Vestmark, the leading provider of portfolio management and trading...
Jin Investment Management Adopts TORA Rebalancing to Reduce Risk and Improve Workflow Efficiency
October 17, 2018 05:00 ET
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TORA
San Francisco, CA, Oct. 17, 2018 (GLOBE NEWSWIRE) -- TORA, provider of the industry’s most-advanced cloud-based order and execution management system (OEMS), today announced the launch of TORA...
Vestmark to acquire Adhesion Wealth Advisor Solutions, investing in a powerful suite of portfolio and practice management software and services for RIAs
October 16, 2018 12:22 ET
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Vestmark, Inc.
POWERFUL PRACTICE MANAGEMENT CONSOLE… Adhesion's comprehensive advisor desktop and portfolio management and trading services are delivered on VestmarkONE: the industry-leading wealth management...