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23 Marketing Automation Tools You Need to Use
Key features include streamlined video proofing with multi-user collaboration, advanced digital-asset management, and streamlined publication ... lead nurturing, scoring and ranking, social media marketing, and hot-lead alerts. Pricing starts out at.

Wells Fargo Led $2.2 Billion in Multiple Asset-Based Credit Facilities for Acquisition of Staples, Inc. by Affiliates of Sycamore Partners
Wells Fargo Capital Finance, part of Wells Fargo & Company (WFC), announced they acted as administrative agent, bookrunner, and syndication agent for several separate asset-based credit ... $3.5 billion in capital under management. The firm's strategy.

ADVISER INVESTMENTS RANKS AMONG BARRON’S ‘TOP INDEPENDENT ADVISORS’ NATIONWIDE FOR FIFTH CONSECUTIVE YEAR
“We’ve always believed that you shouldn’t have to be a high-net-worth client to access institutional-quality asset ... under management, total revenues, regulatory record, quality of practice as determined by Barron’s and philanthropic work.

How Women Clients Are Reshaping Private Banks
See our current annual ranking of the Top 40 Wealth Management Firms in the ... a managing partner at Fairport Asset Management in Cleveland, and co-author of reports on women and wealth by the Family Wealth Advisors Council, a network of independent.

Signature Bank Ranks Among Top Three in Multiple Categories of New York Law Journal's Eighth Annual Reader Survey
The Bank has placed in the top three of the Best Business Bank category for each of the past eight years, since the New York Law Journalfirst introduced its reader ranking survey ... brokerage, asset management and insurance products and services.

Manulife launches PH asset management arm
ASEAN countries like Vietnam, Indonesia and the Philippines will see a spectacular rise in terms of economic ranking, Dommermuth said. Manulife’s foray into Asean asset management ... to engage in funds management under either a trustor-trustee.

New York Life Investment Management CEO Yie-Hsin Hung Named To American Banker's 25 Most Powerful Women In Finance In 2017
NYLIM, the global asset management business of New York Life, oversees $311 billion 1 in assets under management ... and the Top Teams in Banking. Rankings and details about the awards dinner are available at americanbanker.com/women-in-banking.

TRIMONT COMMERCIAL LOAN SERVICING RANKINGS AFFIRMED BY S&P GLOBAL and FITCH RATINGS
Trimont the premiere provider of asset management, loan servicing, due diligence and customized advisory solutions to global real estate clients has earned consistent, positive rankings by S&P Global and Fitch Ratings. Trimont is currently the largest.

Minority-Owned Asset Managers Oversee Less Than 1% of Market: GAO
Minority- and women-owned asset managers face challenges when competing for ... “often unable to meet minimum requirements set by institutional investors, such as size (assets under management) and past experience (length of track record).”.

Featured in The Wall Street Journal September 19, 2017, Barron’s Ranks Greg Miller, CEO of Wellesley Asset Management, Massachusetts’ #1 Independent Financial Advisor and ...
BUSINESS WIRE)--For the seventh consecutive year, Greg Miller, CPA, CEO and Co-Founder of Wellesley Asset Management has been ranked a Top 100 Independent Financial Advisor by Barron’s. This year’s ranking ... 2.5 billion assets under management.