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From Tapping Golf Contacts to Offering Freebies: How Veteran Advisors Won Their First Clients
Barrons.com· 1 hour agoThis was 23 years ago, and there wasn’t financial planning at the time, but that was the direction I...
Citizens opens Boston private bank office, touts 'flexibility' - Boston Business Journal
The Business Journals· 2 hours agoLocated at 772 Boylston St. and led by co-executive managing directors John Packowski and Douglas...
Arlington IT firm nets first private equity investment to help build out AI tools
The Business Journals· 1 hour agoThe Arlington IT consulting firm Excella has taken on a private equity investment for the first time in its over two-decade history and intends to use the proceeds to advance ...
Park Avenue Securities launches new Private Client Group
NBC 17 Raleigh· 2 days agoNew Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth ...
Delta Capita names US head of client lifestyle management
Private Banker International via Yahoo Finance· 10 hours agoCapita’s role as an innovator in the KYC client lifecycle management (CLM) managed services...
AlayaCare Chosen as Technology Platform of Record for Private Duty Home Care Provider Caring People
Digital Journal· 1 day ago“We're going to be using a platform and solution that allows us to spend more time with the client and less time on manual processes and workarounds. Caring People provides ...
Car rental giant's fleet management affiliate expands - St. Louis Business Journal
The Business Journals· 2 hours agoLouis-based car rental giant Enterprise Mobility, said it has added five North American locations to...
Sportradar Group Ag (SRAD) Q1 2024 Earnings Call Transcript
Motley Fool via Yahoo Finance· 42 minutes agoWe believe there are no other companies in our peer group, public or private, that have achieved...
Avendus Wealth Hires Axis Bank’s Private Bank Head as CEO
Bloomberg· 14 hours agoAvendus Group named veteran private banker Apurva Sahijwani as the new chief executive officer for...
Deloitte Named a Leader in IDC MarketScape: Microsoft Implementation Services 2024 Assessment
WTNH-TV New Haven· 7 hours agoThe IDC MarketScape has noted that "Deloitte focuses on sector- and industry-level disruptions, leveraging an engineering mindset to deliberately scale clients' capabilities ...