PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of ...
Buckingham Strategic Wealth, an RIA managing and administering $50 billion in assets, announced it has added Confluence Wealth Management in Portland, Ore., to its platform. “We foresee that the ...
PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment ...
Pittsburgh, PA, June 29, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of ...
NEW YORK, NY / ACCESSWIRE / October 30, 2020 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it ...
Meet a Strategist is a weekly feature where Evan Harp talks to different strategists about how their firms are responding to the current moment. This week, he sat down with Confluence Investment ...
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