by
FA Staff
Snappy Kraken, a financial technology company in Ormond Beach, Fla., has launched Convos, a text-messaging platform for financial advisors to use with their clients.
by
FA Staff
The firm also announced a immediate reduction in fees on nine index-tracking ESG ETFs.
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FA Staff
Schafer Cullen Capital Management, a New York City portfolio management firm, and Water Asset Management, a specialty portfolio manager, have embarked on a partnership to invest in companies working...
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FA Staff
CEO Dan Arnold said that personalization is the new watchword.
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FA Staff
Cresset Asset Management has brought its total AUM to $14.5 billion with the acquisition of Houston's Asset Management Advisors.
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FA Staff
FMG Suite, a San Diego-based firm specializing in marketing software and services for financial advisors and insurance agents, has integrated new lead-generation capabilities into its platform.
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FA Staff
Putnam Investments, a global money management firm headquartered in Boston, has officially launched TargetDateVisualizer, an evaluation tool designed to help advisors more accurately analyze...
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FA Staff
The agency said Emil Botvinnik defrauded retail brokerage clients with excessive trading.
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FA Staff
As You Sow, a non-profit shareholder advocacy organization headquartered in Berkeley, Calif., has launched As You Vote in partnership with Richmond, Calif...
by
FA Staff
The software company provides programs for charitable giving.
