Connect with us

Technology

IIM Udaipur Launches India’s First One-Year Full-Time MBA in Investment and Wealth Management

Published

on

The pioneering Program expands IIM Udaipur’s specialised MBA portfolio to address the evolving needs of the investment and wealth management industry.

UDAIPUR, India, Oct. 21, 2026 /PRNewswire/ — The Indian Institute of Management Udaipur (IIM Udaipur) today launched its One-Year MBA in Investment and Wealth Management (IWM), becoming the first and only IIM to offer a dedicated One-Year Full-Time Residential MBA Program in this domain. This pioneering initiative reflects the Institute’s commitment to developing specialised management education that responds to emerging industry needs and evolving career opportunities in the financial services sector.

The Program comes at a time when India’s financial services sector is experiencing significant growth and transformation. Changing investor expectations, evolving financial markets, technological advancements, and increasingly sophisticated financial products are creating a growing need for professionals with specialised knowledge and managerial capabilities in investment and wealth management.

The new MBA Program aims to address this need by offering a focused management education pathway for professionals seeking to develop their expertise in this evolving domain. It further strengthens IIM Udaipur’s commitment to aligning its academic offerings with emerging industry requirements and the changing demands of the professional landscape.

A key distinguishing feature of the Program is its co-creation with leading investment and wealth management firms in India, including 360 ONE, ASK Private Wealth, Client Associates, IIFL Wealth, InCred Wealth, JM Financial, LGT Wealth India, Nippon India AMC, and Nuvame Wealth. These industry partners contribute to curriculum development and review, deliver guest lectures and workshops, and host participants for a one-month industry immersion. This close collaboration between academia and industry helps align the learning experience with contemporary industry practices and professional requirements. By combining IIM Udaipur’s academic rigour with the practical expertise of industry practitioners, the Program aims to equip participants with specialised investment knowledge, wealth advisory capabilities, ethical judgement, and an understanding of client needs—competencies essential for building trusted client relationships and navigating the evolving financial services landscape.

Prof. Rajesh Agrawal, Chairperson, One-Year MBA Programs, IIM Udaipur, said:
“India’s growing financial wealth and increasingly complex investment landscape call for professionals who combine technical expertise with sound judgement and a deep understanding of client needs. Our One-Year MBA in Investment and Wealth Management has been designed to address this need through a distinctive combination of academic rigour and industry expertise. Co-created with leading investment and wealth management firms, the Program emphasises trust, ethics, and fiduciary responsibility while preparing experienced professionals for careers in asset management, private banking, wealth advisory, and family offices. We look forward to developing thoughtful investment professionals, trusted advisors, and responsible leaders for the evolving financial services industry.”

With this launch, IIM Udaipur further expands its portfolio of specialised One-Year MBA programs, complementing its existing offerings in Digital Enterprise Management and Global Supply Chain Management. The addition of Investment and Wealth Management reflects the Institute’s approach to developing management education in response to emerging business needs and specialised professional domains.

The Program also underscores the growing importance of specialised management education in preparing professionals to engage with the opportunities and challenges of an increasingly complex financial ecosystem.

For more information about the Program, visit https://iwm.iimu.ac.in.

About IIM Udaipur

IIM Udaipur is well on its way to becoming a globally recognised B-School. It has broken new ground by focusing on world-class research and transforming students into tomorrow’s managers and leaders. The Institute arrived on the global education stage by securing AACSB (Association to Advance Collegiate Schools of Business) accreditation in just eight years after its establishment. IIMU has been listed on the Financial Times (FT) Global MIM Ranking 2026 for the 8th consecutive year, making it the only IIM to have achieved this feat. In the QS Global MIM Ranking 2027, IIM Udaipur continues to maintain its listing for the 8th year in a row, reinforcing its global standing. Additionally, IIM Udaipur ranks 4th in India for research in management, according to the UT Dallas methodology, which tracks publications in leading global journals, showcasing its excellence in academic research.

View original content to download multimedia:https://www.prnewswire.com/in/news-releases/iim-udaipur-launches-indias-first-one-year-full-time-mba-in-investment-and-wealth-management-302915431.html

Continue Reading

Technology

TeamLogic IT Honors Top Franchisees, Brings Leading Industry Experts Together at TeamLogic IT Owners Summit Convention

Published

on

By

MISSION VIEJO, Calif., Oct. 21, 2026 /PRNewswire/ — TeamLogic IT, a national provider of managed IT services and technology support, celebrated the achievements of its franchise network at the company’s annual Owners Summit and Vendor Show, held October 5-8, 2026. The event brought together TeamLogic IT franchisees, vendors and partners for a week of learning, collaboration and connection, culminating in the recognition of the network’s top-performing franchisees.

“One of the things that makes TeamLogic IT so special is the strength of our franchisee community. Our TeamLogic IT franchise owners represent the very best of the managed services industry,” says Richard Lowe, president and CEO of TeamLogic, LLC. “Owners Summit gives us the opportunity to come together, exchange ideas and celebrate what we’ve accomplished as a network. Recognizing our top-performing owners is always a highlight. Their leadership and commitment to delivering high-quality technology solutions are helping drive our network forward and strengthen the TeamLogic IT brand nationwide.”

The sold-out vendor exhibition featured more than 70 leading companies in the technology industry, including Pax 8, the conference’s signature sponsor, Bitdefender, Blackpoint, Cytracom, Sophos, Kaseya, N-able, NinjaOne, Proofpoint, Rewst, Slide and more.

At a closing ceremony, the following awards were presented:

Franchisee of the Year: Arti Dutt – West Northridge, CA

Rookie of the Year: Reese Verschelde and Corey Gisondi – Bryn Mawr, PA

Technician of the Year: Federico Hansen – N. Palm Beach, FL

VIP (Volume Increase Percentage)
Larry Anderson and Tony Anderson – Montgomery, ALSteve Anderson – Johns Creek, GATop 15 (Based on 2025 sales)
Jim Hackett and Andrew Hackett – Woburn, MATodd & Linda Harrell – Morris Plains, NJTodd & Ruth Tolly – Santa Rosa, CAPaul Behrman & Nadia Pukhova – Lake Forest, CACory & Kathleen Boxall – Ashburn, VARob Fallows & Chris Kasten – Phoenix, AZKirk Gramoll and John Halama – Germantown, WICindy McPike, Cameron Nelson, and Jacob Harrington – Salem, ORBob Roloff – Ft. Myers, FLDwight & Allison Blankenship – Columbus, OHRick Higgins – Dunwoody, GADan & Becky Thomas – Durham, NCScott Daniels – Naples, FLEric Summers – Des Moines, IARandall Wilson – Decatur, ALMillion Dollar Club
Kyle Temple – Richmond, VAJeremy Mason – East Madison, WIJoseph & Joyce Tauras – Manchester, NHSandeep Kaushal – Vernon, CTJim & Mikki Young – Lake Arlington, TXSteve & Jamie McGlumphy – Aurora, ILMike Treiser and Danny Ramey – Denver West, COMayank & Jaimini Patel – Niles, ILAllen Chu – White Plains, NY

About TeamLogic IT
TeamLogic IT is a national provider of advanced technology solutions for companies of all sizes. Local offices provide clients with the IT support they need to run their businesses more efficiently by leveraging the latest technology solutions, including managed IT services, cybersecurity, business continuity, cloud, co-managed IT services, managed AI, and consulting and support. With more than 350 independently owned and operated locations across North America, TeamLogic IT helps companies minimize downtime, improve productivity and secure their IT infrastructure. Visit www.teamlogicit.com or www.TeamLogicFranchising.com for more information on the TeamLogic IT franchise network.

View original content to download multimedia:https://www.prnewswire.com/news-releases/teamlogic-it-honors-top-franchisees-brings-leading-industry-experts-together-at-teamlogic-it-owners-summit-convention-302915763.html

SOURCE TeamLogic, LLC

Continue Reading

Technology

Mili and Egnyte Partner to put Client Documents to work in Financial Advice

Published

on

By

The partnership brings Egnyte’s secure content platform and Mili’s AI agents together, so advice firms can deliver more comprehensive, personalized advice at scale.

SUNNYVALE, Calif., Oct. 21, 2026 /PRNewswire/ — Mili, an AI platform for wealth management firms, and Egnyte, a leader in secure content collaboration, intelligence, and governance, today announced a partnership that brings Mili’s AI agents to client documents in Egnyte. Advisors work from a file or a whole client folder alongside data from the firm’s CRM, portfolio and planning systems, under each advisor’s Egnyte permissions.

Kitces Research finds that reviewing client documents is the most common way advisors use AI. Its productivity research puts a new financial plan at 15 to 40 hours of team time.

Advisors use Mili’s agents to model the tax cost of moving a client’s accounts into the firm’s strategy, weigh a rebalance against unrealized gains, summarize a bonus agreement and build a financial snapshot from a statement. The agents link answers to their sources and flag what an analysis may still need.

David Ringler, Managing Director at Onyx Bridge Wealth Group ($1.6B+ AUM), said, “Egnyte and Mili are two valuable pieces of technology in our stack, and bringing them together has changed how our practice runs. Mili’s meeting prep and planning agents have become significantly better with Egnyte data behind them.”

Chirag Gandhi, Co-Founder and CEO of Mili, said, “How many clients an advice firm can serve well has long been capped. It is set by the work of understanding each client’s financial life. Agentic AI is changing that, helping advice firms uplift client capacity by accelerating the delivery of high-quality advice.”

Kyle Blair, Director of Global Financial Services at Egnyte, said, “Egnyte helps financial services firms accelerate critical business operations by turning document-heavy tasks into faster, connected, and revenue-generating workflows. Our partnership enables Mili’s AI agents to securely access and work on customer data within Egnyte for better business outcomes.”

The integration is live for mutual customers. Building on Mili’s work with hundreds of advice firms, it aims to put a firm’s full client knowledge into its advice.

About Egnyte

Egnyte is a leader in secure content collaboration, intelligence, and governance, trusted by more than 23,000 customers to increase employee productivity, drive operational efficiencies, and secure mission-critical content. Egnyte’s AI-powered platform empowers organizations to create, share, and protect their information at scale, with specialized solutions designed to meet the unique needs of organizations in architecture, engineering, and construction (AEC), financial services, life sciences, and other industries. For more information, visit www.egnyte.com.

About Mili

Mili is an AI platform for wealth management firms. Its specialized agents automate advisor workflows across meetings, prospecting, onboarding, planning, data management, document intelligence, and compliance. Mili is SOC 2 certified, ISO 27001 compliant, and works with RIAs and broker-dealers managing $250B+ in client assets. Learn more at getmili.ai.

Media Contact

Chirag Gandhi
chirag@getmili.ai

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/mili-and-egnyte-partner-to-put-client-documents-to-work-in-financial-advice-302915772.html

SOURCE Mili

Continue Reading

Technology

QUANTUM CONNECTIONS PROMOTES JAMES “JAMIE” GRIFFETH TO CHIEF OPERATING OFFICER AND DIRECTOR OF THE DIALOGUE TRAINING INSTITUTE

Published

on

By

DALLAS, Oct. 21, 2026 /PRNewswire/ — Quantum Connections® has promoted James “Jamie” Griffeth to Chief Operating Officer. Griffeth joined the organization in September of 2025 as Chief Learning Officer and will continue to serve as Director of the Dialogue Training Institute in addition to his new responsibilities.

Since joining Quantum Connections, Griffeth has focused on the organization’s learning mission. He designed a four-tier practitioner credentialing framework, architected the Quantum Dialogue Profile behavioral assessment, led the migration to a new enterprise learning management system, and built the organization’s localization pipeline—delivering that training in French Canadian with Spanish and Chinese queued as next languages.

Griffeth’s expanded role brings together organizational operations and learning leadership around multiple goals: maintaining the company’s infrastructure in ways that align with its mission, expanding the certified leadership network, and continuing to make dialogue skills easier to access, practice, and apply in everyday life.

“Jamie has earned my complete trust and admiration thorough his exceptional leadership, strategic thinking, and ability to turn vision into execution.” Said Dr. Jonathan Thorp, Chief Executive Officer of Quantum Connections. “When I asked him to success me as Chief Learning Officer, I already knew he was capable of great things. His performance has only reinforced that confidence. I’m delighted to recognize his contribution with this promotion and look forward to partnering with him as we continue building the future of Quantum Connections.”

Griffeth will continue to support Quantum Connections’ mission by preparing the company for sustainable growth while maintaining the quality and consistency of its learning experiences. By linking program delivery to assessments and evidence, Griffeth aims to use technology to expand its reach to more partners and clients, helping them understand how to apply dialogue skills and the outcomes that follow.

About Quantum Connections
Quantum Connections, founded by renowned relationship experts Harville Hendrix, Ph.D., and Helen LaKelly Hunt, Ph.D., leverages over 40 years of expertise to provide individuals and organizations with invaluable relational competency skills rooted in neuro and quantum social sciences. Quantum Connections serves small businesses, large corporations, global faith communities, educational institutions, and community organizations, as well as individuals, couples, and families, offering live and on-demand training, coaching certification, and resources to foster authentic connections through effective communication and skill development.

View original content to download multimedia:https://www.prnewswire.com/news-releases/quantum-connections-promotes-james-jamie-griffeth-to-chief-operating-officer-and-director-of-the-dialogue-training-institute-302915777.html

SOURCE Quantum Connections LLC

Continue Reading

Trending