Inflation pushes CFO digital investments

Dive Brief: Inflation and other macroeconomic factors have pushed digital transformation to the top of CFOs’ priority list, a recent study found. The 2022 Global CFO survey — conducted by…

Horter Investment Management Expands Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas

Today, during challenging financial market conditions, the expanded Horter Paraplanning and support team helps advisors with back office functions. With the added support, Horter Advisors have time to focus on…

Emigrant Partners Announces Strategic Minority Investment in F.L.Putnam Investment Management Company

NEW YORK, Dec. 19, 2022 /PRNewswire/ — Emigrant Partners (“EP”) is pleased to announce that it has made a strategic minority investment in F.L.Putnam Investment Management Company (“F.L.Putnam”), an independent registered…

Thoma Bravo Completes Strategic Growth Investment in SMA Technologies

HOUSTON and SAN FRANCISCO, Oct. 31, 2022 /PRNewswire/ — Thoma Bravo, a leading software investment firm, today announced the completion of its strategic growth investment in SMA Technologies (“SMA”), a…