An online wealth management platform enables firms to meet these expectations through cloud-based infrastructure and ...

Praemium has signed Perth-based financial planning and investment manager, Merchant Group as its first client for a new administration service which allows financial planning practices to outsource ...

PCS Retirement, a leading independent provider of retirement plan solutions, today announced the appointments of Brandy Blum as Head of Relationship Management and John McCarthy as Head of Client ...

RBC Dominion Securities Inc. has broken through the $150 billion mark in client assets under administration, a first in the Canadian wealth management industry, it says. “We’re very proud of this ...

The Global Banking & Finance Review Awards programme has officially opened nominations for Fund Administrator of the Year ...