Tag: advisory services
How to forge winning partnerships with broker-dealers: A guide for asset...
Understanding the mindset of intermediaries is paramount for asset managers aiming to engage and collaborate with broker-dealers effectively. It's essential to grasp the key drivers behind their decision-making processes and identify critical contacts within their home offices. Such insights can highlight potential leverage points even before partnerships are forged.
CBIZ bolsters cybersecurity portfolio with $6.6m Pivot Point acquisition
CBIZ has announced the strategic acquisition of information security consulting firm Pivot Point Security for $6.6m.
