Equity Methods Announces Acquisition of Equity Plan Solutions, Expanding Stock Administration Capabilities for Public Company Clients

Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to ...

PCS Retirement Appoints Brandy Blum and John McCarthy to Lead Relationship Management and Client Services

PCS Retirement, a leading independent provider of retirement plan solutions, today announced the appointments of Brandy Blum as Head of Relationship Management and John McCarthy as Head of Client ...
InvestmentNews

Wealth management’s overlooked client base

As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel ...

10 financial advisers share how they actually charge their clients — and why

Financial advisers and CFPs tell us the reasoning behind their fee structures ...
Money Management

Praemium signs WA portfolio administration client

Praemium has signed Perth-based financial planning and investment manager, Merchant Group as its first client for a new administration service which allows financial planning practices to outsource ...

Apply Now for Fund Administrator of the Year 2026

The Global Banking & Finance Review Awards programme has officially opened nominations for Fund Administrator of the Year ...
Investment Executive

RBC DS breaks through $150 billion mark in client assets under administration

RBC Dominion Securities Inc. has broken through the $150 billion mark in client assets under administration, a first in the Canadian wealth management industry, it says. “We’re very proud of this ...