Posted by admin on June 11th, 2008
Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services to the investment management industry, today announced that more than 200 clients have licensed Advent Portfolio Exchange? (APX) since the product was launched in late 2005. APX is Advent’s next generation portfolio management solution offering a powerful platform that brings together mission-critical portfolio [...]
Posted by admin on June 9th, 2008
SunTrust Investment Services, a subsidiary of SunTrust Banks, has announced a new, coordinated multi-channel approach to retirement planning called Retirement GamePlan, which provides clients with the tools to plan for retirement.
SunTrust has developed Retirement GamePlan as a way for clients of all ages and income levels to more easily plan to reach their retirement goals [...]
Posted by admin on May 1st, 2008
Good causes are missing out on ï¿¡750m a year because charities are not managing their vast endowments properly, Investment Opportunity a report by the Institute for Philanthropy has shown.
A survey of 277 charities, including the Wellcome Trust and the Joseph Rowntree Foundation, found that trustees with responsibility for ï¿¡56bn routinely consider investment issues “off the [...]
Posted by admin on April 7th, 2008
The days of picking a party’s presidential candidate in a smoke-filled back room are over Investment Services. Now, the party bosses go straight to the television cameras to try to publicly muscle candidates out of the race.
Another unabashed attempt to shove Sen. Hillary Clinton out of the race for the White House emerged this [...]
Posted by admin on April 3rd, 2008
April 1 Prime Minister Gordon Brown said the U.K. government will help first-time homebuyers and take steps to combat a surge in credit costs, the latest effort to regain voters’ confidence in his handling of the economy.
Brown said Britain has asked global financial regulators to meet more regularly and for banks to disclose losses more [...]
Posted by admin on March 30th, 2008
Kicklighter and Nelson honored Calhoun for his contributions during the annual meeting of UniSouth Inc. and United Southern Bank in February. United Southern Bank is an independent bank serving Lake County for 70 years. SECO honored The Arbor Day Foundation has recognized Sumter Electric Cooperative [...]
Posted by admin on March 30th, 2008
BOSTON (Reuters) - Massachusetts’ top securities regulator said on Friday that his office was demanding information from three large investment houses as he deepens a probe into the $330 billion auction-rate securities market.
William Galvin, the state’s secretary of the Commonwealth, issued subpoenas to UBS Securities (UBSN.VX: Quote, Profile, Research), Merrill Lynch [...]
Posted by admin on March 15th, 2008
The FINANCIAL — BOSTON, Bank of America today announced leadership changes in Premier Banking %26amp; Investments (PB%26amp;I) within the companys larger Global Wealth %26amp; Investment Management division.
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Dean Athanasia has been named president of PB%26amp;I, leading the delivery of tailored financial solutions to affluent individuals and families across the U.S. [...]
Posted by admin on March 14th, 2008
The FINANCIAL — Bank of America announced on March 10 that Cindy Flanders has been promoted to Global Commercial Banking executive for the Mid-Atlantic Region.
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In her new role, Flanders is responsible for leading the delivery of the full resources of Bank of America to companies with revenues of between $2.5 [...]
Posted by admin on March 4th, 2008
The FINANCIAL — Bank of America announced on February 27 that Martin Richards has been promoted to Global Commercial Banking executive for the Pacific Northwest Region.
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Richards recently relocated back to San Francisco, where he previously served as the Commercial Banking market executive for the Bay Area.
In his new role, Richards [...]
