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Banking / Financial Services

Releases published in the last 30 days. RSS 0.91 Feed

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Misconceptions Around the “60/40 Asset Allocation Strategy”
Misconceptions Around the “60/40 Asset Allocation Strategy”
8/22/2017 12:25:42 PM
According to the "Helping Meet Investor Challenges Study" released by Dreyfus, only 18% of individual investors were correct in thinking that the “60/40 Asset Allocation Strategy” meant 60% of their investment portfolio in stocks, 40% in bonds.
Settlement Advocates Sponsors Event Benefiting Foundation for Prader-Willi Research
Settlement Advocates Sponsors Event Benefiting Foundation for Prader-Willi Research
8/22/2017 11:00:00 AM
This past weekend was The 2017 Men’s Doubles Invitational, which took place at the Chantilly National Golf and Country club to benefit the Foundation for Prader-Willi Research.
Banca IMI Securities to Pay $35 Million for Improper Handling of ADRs in Continuing SEC Crackdown
Banca IMI Securities to Pay $35 Million for Improper Handling of ADRs in Continuing SEC Crackdown
8/21/2017 8:04:37 AM
The Securities and Exchange Commission announced that broker Banca IMI Securities Corp. (BISC), an indirect, wholly-owned U.S. subsidiary of Italian bank Intesa Sanpaolo SpA, has agreed to pay more than $35 million to settle charges that it violated federal securities laws when it requested the issuance of and received American Depositary Receipts (ADRs) without possessing …
Best Selling Book, “In-Home Sales Acceleration,” Is Now Free on Amazon for 5 Days 
(until 08/25/2017)
Best Selling Book, “In-Home Sales Acceleration,” Is Now Free on Amazon for 5 Days (until 08/25/2017)
8/21/2017 6:00:00 AM
Best Seller Publishing announces the release of Kenny Chapman’s new book, “In-Home Sales Acceleration: How to Create Raving Fans, Increase Sales, and Improve your Online Reputation in 30 Days or Less.” It will be available for free download in the Amazon Kindle Store on July 21[sup]st[/sup].
Best Selling Book, “Counter Investing,” Is Now Free on Amazon for 5 Days (until 08/25/2017)
Best Selling Book, “Counter Investing,” Is Now Free on Amazon for 5 Days (until 08/25/2017)
8/21/2017 6:00:00 AM
Best Seller Publishing announces the release of Rich Brook’s new book, “Counter Investing: A Winning Approach to Life and Finance.” It will be available for free download in the Amazon Kindle Store on August 21[sup]st[/sup].
Kenny Chapman’s, “In-Home Sales Acceleration” - Free Download Tomorrow (08/21/2017)
Kenny Chapman’s, “In-Home Sales Acceleration” - Free Download Tomorrow (08/21/2017)
8/20/2017 6:00:00 AM
Best Seller Publishing announces the release of Kenny Chapman’s new book, “In-Home Sales Acceleration: How to Create Raving Fans, Increase Sales, and Improve your Online Reputation in 30 Days or Less.” It will be available for free download in the Amazon Kindle Store on August 21[sup]st[/sup].
Rich Brook’s “Counter Investing” - Free Download Tomorrow (08/21/2017)
Rich Brook’s “Counter Investing” - Free Download Tomorrow (08/21/2017)
8/20/2017 6:00:00 AM
Best Seller Publishing announces the release of Rich Brook’s new book, “Counter Investing: A Winning Approach to Life and Finance.” It will be available for free download in the Amazon Kindle Store on August 21[sup]st[/sup].
Corporate Vision Magazine Recognizes Wolters Kluwer’s Passport® as Best Enterprise Legal Management Platform
Corporate Vision Magazine Recognizes Wolters Kluwer’s Passport® as Best Enterprise Legal Management Platform
8/17/2017 8:12:59 AM
Passport  provides a wide range of best-practice based features and workflows for spend and matter management and insurance claims defense, while offering flexibility to configure and integrate applications to meet specific client and business needs.
Strikedeck Opens New European Data Center to Support Global Expansion
Strikedeck Opens New European Data Center to Support Global Expansion
8/17/2017 7:00:00 AM
Strikedeck, the leading Customer Success Automation (CSA) provider, announced today that its new data center, based out of Dublin, Ireland, is fully operational.
“60 Minute CFO,” An Amazon Best-Selling Book is Free For One More Day (08/18/2017)
“60 Minute CFO,” An Amazon Best-Selling Book is Free For One More Day (08/18/2017)
8/17/2017 6:00:00 AM
Best Seller Publishing announces the release of David Duryee’s new book, “60 Minute CFO: Bridging the Gap Between Business Owner, Banker, and CPA.” It will be available for free download in the Amazon Kindle Store for one more day on August 18th.
Credit Suisse Asset Management’s NEXT Investors Announces Closing of FastMatch Sale to Euronext
Credit Suisse Asset Management’s NEXT Investors Announces Closing of FastMatch Sale to Euronext
8/16/2017 1:33:04 PM
Credit Suisse Asset Management’s NEXT Investors announced today it has completed the previously announced sale of FastMatch, the fastest growing Electronic Communication Network (“ECN”) in the spot foreign exchange market, to Euronext after receiving regulatory and anti-trust approvals.
Mastercard and Apple Music press play on Priceless Cities soundtracks
Mastercard and Apple Music press play on Priceless Cities soundtracks
8/16/2017 1:24:45 PM
Today Mastercard Priceless Cities is turning up the sounds of summer by announcing a new program with Apple Music. This program will tie Mastercard’s Priceless Cities experiences in Toronto and Montreal to specially-curated playlists by well-known Canadian artists and influential music lovers, so cardholders can experience the city they love through the eyes and ears of their …
National Bank Investments Announces a Risk Change to Meritage Global Conservative Portfolio
National Bank Investments Announces a Risk Change to Meritage Global Conservative Portfolio
8/16/2017 1:16:39 PM
National Bank Investments Inc., manager of the Meritage Portfolios ®, announced a change in the risk rating of the Meritage Global Conservative Portfolio.
Commodities Increased on Strong Demand
Commodities Increased on Strong Demand
8/15/2017 8:23:19 AM
Commodities increased in July due to strong petroleum product demand and improved growth prospects from China, according to Credit Suisse Asset Management.
We’ve appointed Matthew Hastings as Global Head, Energy Trading
We’ve appointed Matthew Hastings as Global Head, Energy Trading
8/15/2017 8:15:18 AM
Standard Chartered has appointed Matthew Hastings as Global Head, Energy Trading. Matthew is based in London and reports to Cengiz Belentepe, Global Head, Commodities, Financial Markets.
Oracle Enterprise Performance Management Cloud Empowers Modern Finance Teams
Oracle Enterprise Performance Management Cloud Empowers Modern Finance Teams
8/15/2017 7:36:20 AM
Extending its commitment to helping organizations drive predictable performance and report with confidence, Oracle announced significant expansions to Oracle Enterprise Performance Management (EPM) Cloud.
Orion Risk Management Welcomes The Friedmann & Friedmann Insurance Services Team
8/15/2017 7:30:00 AM
Orion Risk Management announced this month its association with Friedmann & Friedmann Insurance Services, another Southern California-based insurance broker, to enhance its already extensive client and employee network.
Thomson Reuters and Gordon Arata Montgomery Barnett Announce Elite 3E Cloud Agreement
Thomson Reuters and Gordon Arata Montgomery Barnett Announce Elite 3E Cloud Agreement
8/15/2017 7:14:40 AM
Gordon, Arata, Montgomery, Barnett, McCollam, Duplantis & Eagan, LLC, headquartered in New Orleans, will be the first law firm to adopt 3E Cloud from  Thomson Reuters Elite, the global leader in enterprise business management solutions for legal industry and, today, its first true managed cloud-based financial platform.
Settlement Advocates Gives Back
Settlement Advocates Gives Back
8/14/2017 11:00:00 AM
Settlement Advocates is dedicated to not only helping settlement recipients in their time of need but also to giving back to the community. The Make-A-Wish Foundation has been granting wishes for children who suffer from a life-threatening medical condition and giving them a chance to have their dreams come true.
In 2017, invoice financing becomes easy!
In 2017, invoice financing becomes easy!
8/14/2017 8:02:38 AM
How do you manage payment deadlines?  Have you ever found yourself waiting several months for a customer to pay an invoice, with no word from their part?  Despite the legislative measures adopted in France (LME law, Macron law and Sapin 2),  one in three businesses still fails to pay its bills on time.