Taking stock of spring 2018 market patterns, wealth management firm Raymond James recently predicted that May’s activity will continue to mimic monetary fluctuations seen in April as interest rates will likely increase.
Chapman Partnership of Miami recently accepted $118,000 in grant money from SunTrust Foundation to fund its “Empower You” initiative, steering participants toward self-sufficiency through skills-based employment.
Florida-based technology company PlanSource, serving 3.5 million clients with resilient and efficient benefits administration, has unveiled its spring 2018 release “Supernova” with built-in upgrades for customers and partners.
Northern Trust Hedge Fund Services (NTHFS) has introduced Cash Optimization, an automated service option for managing and maintaining the interactive inflow and outflow of cash through various platforms.
The Raymond James Investment Strategy Committee has released its Investment Strategy Quarterly Review for the first quarter of 2018, indicating the investment environment may grow in 2018-19 with a sustainable growth rate of GDP.
Jacqueline “Jackie” Jordan has been appointed regional director of Northern Trust’s Foundation & Institutional Advisors, the firm’s division that advises endowment and nonprofit clients in the Southeastern United States.
Three major firms — Nationwide, J.P. Morgan and Annexus — shared the spotlight recently in Des Moines, Iowa’s SRP Americas Indexed Insurance Forum 2017, celebrating joint status as “Deal of the Year” recipients at the annual event.