Mar 17, 2020
James Hambro & Partners Selects InvestCloud for Digital Transformation
Feb 13, 2020
Investment Metrics Extends Fee Analyzer for Benchmarking Firm Portfolios Against Actual, Post-Negotiated Fees
Jan 08, 2020
Savant Capital Management and Huber Financial Advisors Announce Merger
Dec 10, 2019
HOUSI - the proptech for residential asset management platform receives an outstanding R$50million (US$12MM) investment from Redpoint eventures - American venture capital fund
Jun 27, 2019
Vivaldi Capital Management, LLC Named to 2019 Financial Times 300 Top Registered Investment Advisers
May 14, 2019
Galaxy Digital Capital Management: April 2019 Month End AUM
Mar 11, 2019
Galaxy Digital Capital Management: February 2019 Month End AUM
Jan 17, 2019
Galaxy Digital Capital Management: December 2018 Month End AUM
Dec 11, 2018
InvestCloud Survey: 80% of Wealth Managers Think Their Firm's Technology Is Not Good Enough
Oct 18, 2018
Courtiers switches on digital wealth management with InvestCloud
Oct 01, 2018
Correct Capital Wealth Management joins tru Independence Platform
Aug 31, 2018
Yardi Clients Featured in Global Real Estate Top 10 Report
Aug 27, 2018
Chiron Capital Management joins tru Independence Platform
Jul 11, 2018
SS&C Finds Asset Managers' Operating Margins Fall as AUM Declines For the First Time in Five Quarters
Dec 19, 2017
"Goldilocks" Economic Conditions Fuel Asset Managers' Record AUM
Oct 04, 2017
Firstmetric Announces New Website and Disrupts Traditional Investment Advice Fee Model
Aug 30, 2017
Personal Capital Reaches $5 Billion in Assets Under Management