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Influential Women In Institutional Investing: Dina DiLorenzo.

• Authors : McCann, Bailey (AUTHOR)

Subjects: *FINANCIAL services industry; *MANAGEMENT committees; *PRODUCT management

• Source: Pensions & Investments. 9/9/2024, Vol. 52 Issue 12, p27-27. 1p.

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Mapping the Media Landscape in 2024: Key Trends in Wealth Management.

• Authors : Lahita, Jason¹

Subjects: *WEALTH management services; *ASSET management; *FINANCIAL services industry

• Source: Wealth Management Real Estate. 2024 Special Issue, p194-194. 1p.

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The Critical Role of Compliance in Your Wealth Management Workflow.

• Authors : Rockwood, James¹

Subjects: *WORKFLOW management; *GLOBAL Financial Crisis, 2008-2009; *CLIENT satisfactionFINANCIAL Industry Regulatory Authority

• Source: Wealth Management Real Estate. 2024 Special Issue, p52-52. 1p.

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Leech's departure has Western clients mulling relationship.

• Authors : Appell, Douglas (AUTHOR); Baker, Sophie (AUTHOR)

Subjects: *PUBLIC pension trusts; *TEACHER pensions; *PUBLIC school teachersUNITED States. Securities & Exchange Commission

• Source: Pensions & Investments. 9/9/2024, Vol. 52 Issue 12, p1-1. 1p.

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The Influence of Business Process Management System Implementation on an Organization's Process Orientation: A Case Study of a Financial Service Provider.

• Authors : Ozkan, Baris¹ (AUTHOR) ; Koops, Marijn² (AUTHOR); Türetken, Oktay¹ (AUTHOR)

Subjects: *Data analysis; Business process modeling; Business process management

• Source: Information Systems Management. 2024, Vol. 41 Issue 4, p377-398. 22p.

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Wealth management on target for growth.

• Authors : Ford, Neil

Subjects: FINANCIAL management; WEALTH management services; FINANCIAL services industryMIDDLE East

• Source: Middle East. Jan2011, Issue 418, p36-39. 4p.

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The Invisible Owners On the rise of asset management

• Authors : Dale, Gareth

• Source: Commonweal. June, 2024, Vol. 151 Issue 6, p26, 6 p.

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GardaWorld management taking over company for $13.5-billion

• Authors : Van Praet, Nicolas

• Source: Globe & Mail (Toronto, Canada). October 29, 2024, B1

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Vet Your Vendors: NEW FEDERAL GUIDANCE FOR THIRD-PARTY RISK MANAGEMENT MAY BE ON THE HORIZON.

• Authors : WILLIAMS, STEVE¹

Subjects: *BUSINESS networks; *FINANCIAL institution management; *COST control

• Source: Credit Union Management. Sep2021, p32-33. 2p.

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MAI Capital Management Taps New CFO and Chief Digital and Technology Officer

• Source: Health & Beauty Close-Up. October 16, 2024

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