Westwood, OneVest forge wealth management technology alliance [Yahoo! Finance]
Westwood Holdings Group Inc (WHG)
US:NYSE Investor Relations:
westwoodgroup.com/corporate/investor-relations
Company Research
Source: Yahoo! Finance
Westwood Holdings Group offers a wide range of investment solutions, including US value equity and multi-asset strategies, and more, and recently acquired the asset management business of Salient Partners for almost $60m in November 2022. OneVest has signed a strategic partnership with Westwood Wealth Management to provide its wealth management technology for both clients and advisors, enabling Westwood to deliver improved financial services by leveraging OneVest's configurable wealth management platform. The integration of OneVest's technology will empower Westwood's private wealth advisors with a streamlined digital experience, minimizing administrative tasks. Clients of Westwood will benefit from an advanced client portal and a branded mobile application, providing them with access to their financial information and enhancing their engagement with the firm's services. OneVest has signed a strategic partnership with Westwood Wealth Management to provide its wealth managemen
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WHG
News
- WEBs Investments Inc. and Westwood Holdings Group Launch Defined Volatility? ETF Series with Debut of DVSP and DVQQGlobeNewswire
- Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)GlobeNewswire
- One Westwood Holdings Group Insider Raised Stake By 42% In Previous Year [Yahoo! Finance]Yahoo! Finance
- Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience [Yahoo! Finance]Yahoo! Finance
- Westwood Holdings Group, Inc. (NYSE: WHG) was upgraded by analysts at StockNews.com from a "hold" rating to a "buy" rating.MarketBeat
WHG
Sec Filings
- 12/5/24 - Form 8-K
- 11/14/24 - Form 13F-HR
- 11/14/24 - Form 4/A
- WHG's page on the SEC website