Money Management

Praemium signs WA portfolio administration client

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 ...

PCS Retirement Appoints Brandy Blum and John McCarthy to Lead Relationship Management and Client Services

PCS Retirement, a leading independent provider of retirement plan solutions, today announced the appointments of Brandy Blum as Head of Relationship Management and John McCarthy as Head of Client ...
Wealth Management

The Complex Potential of Agentic AI in Wealth Management

Three things. First, domain specificity—generic AI is not good enough for wealth management. You need models that understand ...
Business Insider

FundCount Signs Two New Fund Administration Clients for the Company's Accounting and Investment Analysis Software

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 ...
Investment Executive

RBC DS breaks through $150 billion mark in client assets under administration

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 ...