On January 27, 2025, the new Administration’s Office of Management and Budget (OMB) issued a Memorandum ordering a total freeze on “all federal financial assistance” that could be targeted under his ...
Praemium has signed Perth-based financial planning and investment manager, Merchant Group as its first client for a new administration service which allows financial planning practices to outsource ...
BOSTON, March 30, 2017 /PRNewswire/ -- FundCount, LLC, a Boston-based provider of integrated investment, partnership and general ledger accounting software, today announced that Benefit Trust and ...
RBC Dominion Securities Inc. has broken through the $150 billion mark in client assets under administration, a first in the Canadian wealth management industry, it says. “We’re very proud of this ...
The thin-client revolution continues with the release of Viewpoint Administrator 2.0 from Boundless Technologies. The software enables administrators to manage, configure and upgrade Boundless Windows ...