Segment Wealth Management Offers Tax Tips After 2017’s Strong Market
28 nov. 2017 05h00 HE
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Segment Wealth Management
HOUSTON, Nov. 28, 2017 (GLOBE NEWSWIRE) -- As the end of the year quickly approaches, Gil Baumgarten, financial advisor and president of Houston-based Segment Wealth Management, recommends looking...
Nicola Wealth Management Launches Private Debt Fund
31 oct. 2017 10h00 HE
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Nicola Wealth Management
VANCOUVER, British Columbia, Oct. 31, 2017 (GLOBE NEWSWIRE) -- Nicola Wealth Management is pleased to announce the launch of its NWM Private Debt Fund. This fund combines a fund-of-funds approach...
ASSET OWNERS WEIGH IN FOR CALLAN’S INSTITUTIONAL PRIVATE EQUITY SURVEY
26 sept. 2017 13h12 HE
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Callan LLC
SAN FRANCISCO, Sept. 26, 2017 (GLOBE NEWSWIRE) -- Callan LLC recently published the results of its first-ever Private Equity Survey, which included responses from 69 institutional investors with...
20,000 members: Institutional Research Platform Savvy Investor hits milestone
23 août 2017 04h05 HE
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SavvyPro Networks Ltd
LONDON, Aug. 23, 2017 (GLOBE NEWSWIRE) -- Savvy Investor, the world’s leading research network for institutional investors, this week celebrates a significant milestone: reaching 20,000 members...
Genus Capital Among First Investment Management Firms in Canada to Achieve B Corp Status
10 août 2017 09h00 HE
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Genus Capital Management
VANCOUVER, British Columbia, Aug. 10, 2017 (GLOBE NEWSWIRE) -- Genus Capital today announced its achievement of B Corporation certification, joining the ranks of more than 200 Canadian and 2,000...
CHARLES N. HAZEN APPOINTED PRESIDENT OF TRANSWESTERN INVESTMENT GROUP
31 juil. 2017 12h05 HE
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Transwestern
HOUSTON, July 31, 2017 (GLOBE NEWSWIRE) -- Transwestern today announces Charles N. Hazen has been appointed President of Transwestern Investment Group (TIG®). In this role, the veteran real estate...
SEI Expands Its Footprint in Family Office Services Arena With Acquisition of Archway Technology Partners
05 juil. 2017 13h15 HE
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SEI Investments Company
OAKS, Pa., July 05, 2017 (GLOBE NEWSWIRE) -- SEI (NASDAQ:SEIC) today announced it has acquired Archway Technology Partners, LLC, (“Archway”) a major provider of operating technologies and services...
Franklin Resources, Inc. Announces Second Quarter Results
28 avr. 2017 08h30 HE
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Franklin Resources, Inc.
SAN MATEO, Calif., April 28, 2017 (GLOBE NEWSWIRE) -- Franklin Resources, Inc. (the “Company”) (NYSE:BEN) today announced net income1 of $420.7 million or $0.74 per diluted share for the...
Nicola Wealth Management named title sponsor for Arts Umbrella’s 20th annual golf invitational
25 avr. 2017 12h00 HE
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Nicola Wealth Management
VANCOUVER, British Columbia, April 25, 2017 (GLOBE NEWSWIRE) -- Arts Umbrella and Nicola Wealth Management (NWM) are pleased to announce a multi-year partnership for the newly named Nicola Wealth...
Franklin Resources, Inc. Announces Month-End Assets Under Management
10 avr. 2017 17h17 HE
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Franklin Resources, Inc.
SAN MATEO, Calif., April 10, 2017 (GLOBE NEWSWIRE) -- Franklin Resources, Inc. (Franklin Templeton Investments) (NYSE:BEN) today reported preliminary month-end assets under management by the...