FolioMetrix completes merger with American Independence to form RiskX Investments
FolioMetrix has completed its merger with American Independence Financial Services (AIF) to create a new company, called RiskX Investments.
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NetXposure upgrades NetX to version 7.0
NetXposure has released a new version 7.0 of NetX, its comprehensive suite of enterprise digital asset management (DAM) solutions.
ByMcGee creates program for employees supporting volunteer and community service
McGee Wealth Management, a Portland Financial Services company announces a new program started in January 2014.
ByRaymond James hires six new financial advisors
Raymond James & Associates has hired a team of six financial advisors in Portland, St. Louis and Dallas that managed…
ByFirst Republic Bank poaches advisory team from Merrill Lynch
First Republic Bank, a private bank and wealth management firm, has hired Clarke Leaverton and Spencer Strahan from Merrill Lynch…
ByPFM Group opens new office in Oregon
US-based Public Financial Management, Inc. (PFM Group), a provider of independent financial advisory services in the US, has opened its…
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