01/21/2016

Parmenion founder loses cancer battle

A statement read: “His vision was to harness new technology, supporting the widest possible choice of professional investment proposition, to make life simpler and business more efficient for financial advisers.

01/14/2016

Jefferies Wealth Management inks Partnership

Jefferies Wealth Management provides a full suite of open-architecture financial services to high-net-worth individuals and their families, as well as family offices and institutions.

01/12/2016

SS&C updates HiPortfolio

HiPortfolio is an award-winning investment accounting and asset servicing solution