RIA Roundup: Perigon Wealth Does Deals with Stakeholders, Cognizant

Perigon Prosperity Management introduced two additions this 7 days, although Concentration Money picked up its fifth Canadian husband or wife and Kestra helped start a new firm from Edward Jones.…

3 foundational wealth management tech trends

For yrs, the regular wealth management expertise has consisted of advisors conference with consumers confront to face, being familiar with their demands and developing particular designs and then actively running…

Hong Kong’s reopening boosts optimism in wealth management

© Anthony Kwan Amy Lo has just returned from a business trip to the Chinese commercial hub of Shenzhen and is full of optimism. The Hong Kong-based private banker has…

US consumer finance chief calls for better risk management at banks, fintechs

March 28 (Reuters) – The modern failures of mid-dimension U.S. loan providers show the need to have for far more sturdy risk management at banking companies and fintechs, together with…

Curbstone Financial Management Corp Takes Notice of Emerson Electric Co’s Innovative Solutions, Buys Stake in Company

In the ever-evolving technological planet, revolutionary solutions are a main driving pressure across industries. Emerson Electric Co. (NYSE:EMR), a worldwide technology and engineering firm, has been at the forefront of…

Autodesk, Inc. (NASDAQ:ADSK) Shares Sold by Curbstone Financial Management Corp

Curbstone Financial Management Corp reduced its position in shares of Autodesk, Inc. (NASDAQ:ADSK – Get Rating) by 9.4{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} during the 4th quarter, according to the company in its most recent…