WSC Group Inc., parent of Belvedere Financial Systems Inc., will provide Belvedere's Microport portfolio management system to sales participants and money managers. These groups will join in a national investment planning program organized by Callan Associates Inc., a San Francisco-based investment management consulting firm.
WSC and Callan decided last year to join forces to promote a portfolio management services to wealthy individuals and retirement plans of $50 million or less.
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Cboe's CIO joins the podcast to discuss the exchange's tech migrations after the Bats acquisition, and Anthony and James give a primer on GDPR.Subscribe to Weekly Wrap emails