Browsing Tag

investment managers

Xcel Brands Set to Join Russell Microcap Index

Xcel Brands, Inc. , a media and consumer products company, is set to join the Russell Microcap Index at the conclusion of the 2021 Russell indexes annual reconstitution, effective after the U.S. market opens on June 28, according to a preliminary list of additions posted June 4. Marketing Technology News: Helium 10 Announces New Amazon Advertising Platform – Launches ‘Adtomic’ a Breakthrough Solution for Amazon Sellers Looking to Optimize Advertising Campaigns Robert W. D'Loren, Chairman and Chief Executive Officer…

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has extended its award-winning product suite with the launch of CLMi. Designed specifically to meet the requirements and budgets of mid-tier discretionary fund and investment managers CLMi helps relationship managers to prioritise daily work, meet regulatory obligations through industry tested business processes, and facilitate focus on profitable outcomes for clients and AuM growth for the firm. Marketing Technology News: Elastic and…