Vestmark Appoints Lonnie Macdonald Chief Marketing Officer
11 mai 2017 08h00 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - May 11, 2017) - Vestmark, a leading provider of Unified Wealth Management® solutions, today announced that Lonnie Macdonald has been appointed as Chief Marketing Officer....
Vestmark Named a "Best Place to Work" by the Boston Business Journal
04 mai 2017 09h00 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - May 04, 2017) - Vestmark, a leading provider of Unified Wealth Management® solutions, was named a 2017 Best Place to Work by the Boston Business Journal. The awards...
Vestmark Appoints 25-Year Industry Veteran to Lead Professional Services
07 févr. 2017 09h30 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - February 07, 2017) - Roger Kahlon joins Vestmark, a leading provider of Unified Wealth Management® solutions, as Senior Vice President of Professional Services. In this...
Poll Reveals Most Financial Firms Seek to use Robo Technology to Complement Existing Service Models
24 janv. 2017 12h30 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - January 24, 2017) - Vestmark, the leading provider of Unified Wealth Management® solutions, today released poll results captured during a recent webinar, The Robo Advice...
DoL Conflict of Interest Rule Sparks Urgency To Incorporate Robo Advice Solutions Under Fully-Integrated Platforms
14 déc. 2016 10h00 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - December 14, 2016) - Vestmark, a leading innovator of wealth management technology and advisory solutions, along with research and consulting firm Celent today released...
Brinker Capital completes implementation of VestmarkONE(R) to improve advisor experience and accelerate business growth
07 déc. 2016 08h00 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - December 07, 2016) - Vestmark, the leading provider of Unified Wealth Management® solutions announced that Brinker Capital, a leading investment management firm focused...
Vestmark Manager Marketplace Named Innovative New Application in 2016 WealthManagement.com Industry Awards
03 nov. 2016 08h00 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - November 03, 2016) - Vestmark, a leading innovator of unified wealth management® solutions, is pleased to announce that the Vestmark Manager Marketplace (VMM) service...
Vestmark Unveils Robo-Advice Platform
19 oct. 2016 09h22 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - October 19, 2016) - Vestmark, the leading provider of Unified Wealth Management® solutions, announced today the VestmarkONE Robo Solution. Already serving as the engine...
Financial Institutions Turn to Vestmark's BPO Service to Accelerate Path to Growth
05 oct. 2016 10h00 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - October 05, 2016) - Vestmark, a leading provider of unified wealth management technology, is pleased to announce that their Business Process Outsourcing (BPO) unit has...
Vestmark CFO Named to Boston Business Journal's 2016 40 Under 40
28 sept. 2016 11h30 HE
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwired - September 28, 2016) - Vestmark is pleased to announce that its Chief Financial Officer, Tiffany Freitas, is an honoree of the Boston Business Journal's 2016 40 Under 40...