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News

SS&C Releases Second Round Of 2017 Product Upgrades
The release also delivers on two recently announced solutions: Advent Lumis,™ a new exception management and workflow solution for Geneva users, and Advent Genesis™, a rebalancing ... access data relevant to their investment process from anywhere.

Vestorly aims to connect advisers and prospects
They currently have, by design, 142 adviser clients — including registered investment advisers ... customer relationship management software, or if they already have a strong social-network presence, they can log in with their LinkedIn or Facebook.

SS&C Announces Revolutionary Order Creation Solution, Advent Genesis
A portfolio manager's time is crucial to the success of a firm, which is why the efficiencies provided by Advent Genesis are vitally important." "Investment management ... releases/ssc-announces-revolutionary-order-creation-solution-advent-genesis.

Tim Garry Leaves Passport Capital
He is still listed as an employee on the company’s website and in his Linkedin profile ... and process will remain unchanged from its genesis as a low volatility and more liquid product with tight risk management. Passport’s functional areas have.

U.S. Global Investors' (GROW) CEO Frank Holmes on Q1 2018 Results - Earnings Call Transcript
Lisa can give you on it, but the best part is showing that our investment is sort of filtering through our income statement very modestly, but predominantly it's coming through our balance sheet. Our quarterly average assets under management remained.

Synovus Announces Additions to Board of Directors
Murphy is non-executive chairman of the board of Landstar System, Inc., a public company that provides integrated transportation management solutions ... Stallworth is a partner of Genesis II, a family investment and philanthropic partnership, and chairman.

Smoothwater Announces Additional Investments in Genesis
TORONTO, Aug. 24, 2015 /CNW/ - Smoothwater Capital Corporation ("Smoothwater"), the largest shareholder of Genesis Land Development Corp. ("Genesis"), announces that, from its previous announcement regarding its investment ... in its management's.

Lender and Investment Bank Updates - New Products; All Eyes on Fed
This is creating ample demand for remodeled homes in urban areas of major cities." Genesis is being acquired from funds managed by Oaktree Capital Management L.P. and management. Pacific Union Financial, LLC is now offering discounted LPMI in its.

OFAC’s (Very) Long Arm: GAM Settlement May Illustrate the ITR’s Expanding Reach
GAM US contracts with its London-based subsidiary, Genesis Investment Management (GIM UK), through an Investment Advisory Agreement (the “Agreement”). The Agreement provides that GIM UK will provide investment advice and recommendations to GAM US as.

Investacorp Welcomes Genesis Wealth Advisor Group, LLC
retiree cash flow management, 401(k) investment guidance as well as managing trusts and guardianships. “We’re honored to have Genesis Wealth Advisor Group affiliate with Investacorp,” said Patrick Farrell, President of Investacorp. “The team has an.