Funded from the Company's internal cash resources, the consideration payable for the acquisition is approximately RMB 146 million (or approximately S$27.2 million or £16.3million), of which the ...
After an hour-long meeting with an elderly client, Ms Sheron Chng had to write a lengthy “case note” documenting the entire interaction and her observations about the woman’s struggles and problems – ...
↳ FA-TEMP-DIRECTORY-F: First time process has been executed from a temporary directory by this user during file activity ↳ A-Tap-Installer: TAP software was installed on this asset. ↳ ...
MIAMI, March 22, 2018 /PRNewswire/ -- Locust USA, Inc, through its wholly-owned subsidiary UAV Turbines, Inc. ("UAVT"), a developer of advanced heavy-fuel microturbine propulsion and ground power ...
Image related to Junxure's announcement of enhancements to its cloud-based CRM platform at the T3 Advisor Conference, highlighting new tools for business development and client data automation. “The ...
Junxure CRM has a long history in the independent RIA market. Originally created by financial planner Greg Friedman and his partner Ken Golding for Friedman s California RIA, Private Ocean, Junxure ...
John Nixon, a 78-year-old dad-of-two, reveals how his adviser, Ian Williams, saved his pension and how this cemented a long-standing friendship founded on fishing and finance, good beer and fine wine.
Last week, CRM Software Inc. rolled out version 9.2 of Junxure to advisers and made significant updates to its ClientView Live web portal offering. The new versions will be available to the general ...
Advisers are confused and un-certain about web-based document storage and document vaults. Ideally, these solutions provide an adviser with a relatively low-cost, secure online location to upload ...