Posts Tagged ‘wealth management’

Renton couple files lawsuit against financial planner charged with mail fraud

This item was filled under [ Finance Articles ]

Financial planner Rhonda Breard, whose company Breard & Associates Wealth Management is based in Kirkland, was charged Wednesday with mail fraud in connection with a scheme to defraud dozens of clients out of millions of dollars. Strip club to open along I-405; Renton to review adult-use ordinance RENTON BLOTTER: Man cuts throat in ER bathroom [...]

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CSC Licenses Wealth Management Accelerator, Business Analytics to Ohio National

This item was filled under [ Business Articles ]

FALLS CHURCH, Va., Feb 16, 2010 (BUSINESS WIRE) –CSC /quotes/comstock/13*!csc/quotes/nls/csc (CSC 52.45, +0.66, +1.27%) today announced that Ohio National Financial Services of Cincinnati, Ohio, signed a 10-year contract to license and support two comprehensive insurance software offerings from CSC. Ohio National will use CSC’s Wealth Management Accelerator for life insurance policy, annuity administration and potentially [...]

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Microsoft Hosted National Webinar On CRM Banking Software Solution with Local …

This item was filled under [ Finance Articles ]

Vancouver, Canada, February 06, 2010 –(PR.com)– KnowledgeTech’s CRM for Credit Unions and Financial Services Solution provides a member and customer relationship management (CRM) solution tailored to the needs of credit unions and financial services organizations. KnowledgeTech Consulting works to solve the needs of Credit Unions and Financial Services organizations throughout Canada. the company specializes in [...]

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