GF: Your SaaS offering, CGI Trade360, recently had successful go-lives with US Bank, NatWest, HSBC, and Bladex. What are the ...
Still, Breslin was able to convince 19 of his former First Republic colleagues — from head of financial planning Michael Kato to Jackson, Wyoming, wealth manager Shelter Wein — to make the leap.
VC firm General Catalyst has launched a new registered investment advisor, GC Wealth, according to a blog post.
HOUSTON - Sunnova Energy International Inc . (NYSE: NYSE:NOVA), a leader in adaptive energy services, has announced a strategic partnership with OpenSolar to integrate advanced solar design software ...
Human resources software firm Deel said it has hit an annual revenue run rate of $800 million as it ramps up preparations to ...
Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...