First Citizens Capital Management launched a FundQuest-powered platform for their wealth management business.
Tag: Clearing Services/Trust Companies
SunGard now provides application service provider (ASP) delivery of its Charlotte trust accounting system for portfolio management, securities processing, performance reporting, and regulatory compliance, the company said.
TD AMERITRADE Institutional released Veo Next Generation, the first in a series of enhancements to its technology platform.
Millennium Trust Company, LLC, announced its appointment as successor custodian for Neuberger Berman 403(b) custodial accounts.
Decide what kind of adviser you want to be, then evaluate the services of a broker/dealer
The use of brokers by institutional investors to execute single stock trades is gradually becoming defunct, giving way to more cost efficient electronic and portfolio trading systems, according to recent research by Greenwich Associates.