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The unit recruited the co-founder of an investment advisory firm to launch a new office in La Jolla, California.
February 9
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A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9
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Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.
February 9
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Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.
February 9
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The law has numerous income tax consequences for individuals and businesses.
February 9
Snell & Wilmer -
They will have a lot of questions. Here are ways to put the decline into perspective.
February 8
Mercer Advisors -
After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.
February 8
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The revamped toolset includes financial planning software and fraud and identity theft protection.
February 8
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The resurgent threat of inflation and higher bond yields helped trigger a burst of volatility.
February 8
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As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8
