SEATTLE--(BUSINESS WIRE)--Parametric Portfolio Associates (Parametric), part of Morgan Stanley Investment Management (MSIM), is pleased to announce the launch of Custom Active, an innovative tax ...

Kuwait City, Kuwait – Bloomberg announced that Kamco Invest, a leading regional asset manager with around $17 billion in assets under management, has adopted Bloomberg’s AIM and PORT Enterprise ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple ...

BOSTON--(BUSINESS WIRE)--Charles River Development, a State Street Company (NYSE:STT), today announced that Key Private Bank, the wealth management division of KeyCorp (NYSE:KEY), selected the Charles ...

Bloomberg announced today that BayernInvest, a German asset manager with approximately EUR 88bn assets under control, has simultaneously adopted an integrated suite of Bloomberg solutions to support ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This innovative service is the inaugural offering under SimCorp’s ...

NEW YORK--(BUSINESS WIRE)-- Morgan Stanley Investment Management (MSIM) announced today that its Wealth Strategies Group has introduced Tax Optimized Portfolio Solutions (TOPS), a tool that brings ...

Advisor technology platform combines behavioral planning, portfolio construction, and automation to serve as an outsourced CIO and COO for wealth advisors. The award was presented as part of the 10th ...

LPL Financial has appointed Cheri Belski, formerly of T. Rowe Price, as executive vice president and head of investment management solutions, the firm announced today. Belski, who served as global ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The launch follows AFT SG 2 Pte Ltd, a company within the Aspire Group, ...