WELCOME TO The capital REPORT
Newsletter | Member Login | Signup
Home > Companies > Boston Portfolio Advisors, Inc
Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...
Conference
Cision PR Newswire | August 28, 2020
Spire Capital, a leading New York-based private equity firm specializing in investments in the technology-enabled business services, communications, media, and education sectors, today announced its investment in Advocate Networks, LLC ("Advocate" or the "Company"). Advocate is the Premier TBM Services Company providing technology business management ("TBM") and technology expense management ("TEM") services to enterprise organizations needing to optimize ...
Goldman | February 28, 2020
Goldman Sachs expects the coronavirus to drive the Federal Reserve to cut U.S. interest rates by 75 basis points by June it said on Friday, implying as many as three cuts starting at its next meeting in March. Traders are pricing in a 72% chance of a quarter-point rate cut at the Fed’s March meeting, according to CME Group’s FedWatch. The central bank’s next policy-setting meeting is March 17-18. It then has one April 28-29 followed by another June 9-10. “Although moderat...
Financial Management, Investment Management
Aegis Trust | December 12, 2022
Aegis Trust, one of the leading digital asset qualified custodians in the U.S. offering client-centric technology infrastructure and regulatory compliant solutions, announced today its support of the Cosmos Network and its ecosystem by custodying the treasury assets of its protocols. With this news, the company is building on its existing relationship by working with a wide range of Cosmos' key protocols as the custodian for the respective assets, in addition to continuing its support of cus...
Business Wire | September 17, 2020
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evi...
none
Whitepaper
Video
Keep me plugged in with the best
Join thousands of your peers and receive our weekly newsletter with the latest news, industry events, customer insights, and market intelligence.
Welcome back!
Put your news, events, company, and promotional content in front of thousands of your peers and potential customers.
Not a member yet? Not a problem, Sign Up
Sign up
Sign up to contribute and publish your news, events, brand, and content with the community for FREE