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PR Newswire | July 31, 2020
OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...
Global Processing Services | October 14, 2021
Global Processing Services (“GPS”), the leading global payment technology platform, today announced it has raised over US$300 million from Advent International (“Advent”) and Viking Global Investors (“Viking”), who will co-control the company. The investment by Advent will be funded through Advent Tech and Sunley House Capital, an affiliate of Advent.
GPS’ API-first payment technology platform enables innovative card programmes for the wor...
JPMorgan Chase & Co | August 07, 2020
Jennifer Piepszak, Chief Financial Officer of JPMorgan Chase & Co., will present at the Barclays Global Financial Services Conference on Tuesday, September 15, 2020 at 10:30 a.m. (Eastern). The conference will be virtual this year with video presentations and meetings. A live audio webcast will be available on the day of the conference at www.jpmorganchase.com under Investor Relations, Events & Presentations....
TriaGen Wealth Management | May 27, 2020
TriaGen Wealth Management today announces the launch of its registered investment adviser.
TriaGen offers a range of professional advice spanning financial planning and portfolio management. Business owners, executives and families.
Financial Management, Investment Management
Financial Management, Investments
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