Advicent announces new partnership with Shareholders Service Group to provide innovative FinTech to advisors
May 30, 2017 10:53 ET
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Advicent
Milwaukee, WI, May 30, 2017 (GLOBE NEWSWIRE) -- Advicent, the leading provider of financial planning technology, announced today a new partnership with Shareholders Service Group (SSG). Based in San...
Bryn Mawr Trust Completes Acquisition of Hirshorn Boothby
May 24, 2017 15:00 ET
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Bryn Mawr Bank Corporation
BRYN MAWR, Pa., May 24, 2017 (GLOBE NEWSWIRE) -- Bryn Mawr Bank Corporation (NASDAQ:BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today reported the completion of...
Umpqua Bank Names Kent Grubaugh EVP of Wealth Management Division
May 15, 2017 08:30 ET
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Umpqua Holdings Corporation
PORTLAND, Ore., May 15, 2017 (GLOBE NEWSWIRE) -- Umpqua Bank, a subsidiary of Umpqua Holdings Corporation (NASDAQ:UMPQ), announced today that it has hired Kent Grubaugh to oversee the company’s...
TIAA-CREF Trust Company, FSB Adopts SEI Wealth Platform(SM)
May 10, 2017 09:00 ET
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SEI Investments Company
OAKS, Pa., May 10, 2017 (GLOBE NEWSWIRE) -- SEI (NASDAQ:SEIC) announced today that TIAA-CREF Trust Company, FSB will adopt the SEI Wealth Platform SM (the Platform) as part of the firm’s...
Twenty Over Ten And Envestnet Announce Collaboration To Enhance Client Experience
May 04, 2017 16:00 ET
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Twenty Over Ten
DALLAS, May 04, 2017 (GLOBE NEWSWIRE) -- Twenty Over Ten, an industry-leading website-builder for financial advisors, today announced a new strategic relationship with Envestnet, Inc. The...
Nicola Wealth Management named title sponsor for Arts Umbrella’s 20th annual golf invitational
April 25, 2017 12:00 ET
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Nicola Wealth Management
VANCOUVER, British Columbia, April 25, 2017 (GLOBE NEWSWIRE) -- Arts Umbrella and Nicola Wealth Management (NWM) are pleased to announce a multi-year partnership for the newly named Nicola Wealth...
Bryn Mawr Bank Corporation Reports First Quarter Net Income of $9.0 Million, Improved Net Interest Margin
April 20, 2017 09:00 ET
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Bryn Mawr Bank Corporation
BRYN MAWR, Pa., April 20, 2017 (GLOBE NEWSWIRE) -- Bryn Mawr Bank Corporation (NASDAQ:BMTC) (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today reported net income of $9.0...
Bryn Mawr Trust to Open Princeton, N.J., Specialty Office
April 04, 2017 13:35 ET
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Bryn Mawr Bank Corporation
BRYN MAWR, Pa., April 04, 2017 (GLOBE NEWSWIRE) -- Bryn Mawr Bank Corporation (NASDAQ:BMTC), parent of Bryn Mawr Trust (BMT), announced today that it is planning to open an office in Princeton,...
Orion Selects Hiddenlevers as Key Tech Solution for Proposal Generation
March 01, 2017 10:00 ET
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HiddenLevers
New York, March 01, 2017 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE ORION SELECTS HIDDENLEVERS AS KEY TECH SOLUTION FOR PROPOSAL...
Bernstein Business Management Group Joins Armanino
February 16, 2017 12:00 ET
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Armanino
SAN RAMON, Calif., Feb. 16, 2017 (GLOBE NEWSWIRE) -- Armanino LLP, the largest independent accounting and business consulting firm based in California, today announced that Bernstein Business...