Browsing Tag
portfolio management
3 posts
Raymond James deal for Clark Capital Management Group signals deeper push into discretionary investment strategies
Raymond James Financial is acquiring Clark Capital Management Group to deepen discretionary portfolio strategies and advisor tools. Find out how the deal could reshape wealth management.
Cardo AI raises $15m to disrupt outdated systems in asset-based finance
Cardo AI, a leading next-generation asset-based finance and private credit technology platform, has raised $15 million in its…
nCino and Shawbrook forge partnership to transform loan origination and portfolio management
nCino, Inc. (NASDAQ: NCNO), renowned for its cloud banking innovations, has secured a transformative partnership with Shawbrook, a…