04/17/2025
RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.
04/15/2025
The bank aims to make it easier for small business owners to manage their business
04/14/2025
Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management
04/14/2025
Intapp will combine TermSheet's commercial real estate tech with DealCloud, the CRM platform it acquired in 2018.
04/11/2025
Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe
04/11/2025
A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.
04/11/2025
For financial advisors, integrating cybersecurity policies is not just about meeting regulatory demands, it is about safeguarding business continuity and cultivating client confidence.
04/11/2025
Alternative investments have long been viewed as a crucial component of any diversified portfolio, offering returns that not directly correlated with traditional equities and bonds.
04/10/2025
Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation.
04/10/2025
Top Broker-Dealer Continues Technology Expansion to Elevate Advisory Solutions
04/09/2025
As an awardee, Objectway has been recognized for its ability to stay ahead of the curve, providing transformative solutions that enhance client engagement, advisor and investment management.
04/09/2025
This solution transforms high-dimensional classical input data into an enhanced feature space in quantum format.
04/08/2025
Enabling financial institutions to scale digital asset strategies effectively in compliance with global regulation, while further enhancing investor education and choice
04/08/2025
This is Global Finance’s twelftth annual awards program recognizing entities that regularly identify new paths and design new tools in finance.
04/04/2025
Industry recognition from ADSO, Deloitte, Forbes, Inc., and the Los Angeles Business Journal underscore Sunbit’s strong demand and leadership
04/04/2025
Through its partnership with Anchorage Digital, Digital Wealth Partners connects clients to institutional-grade custody infrastructure, offering protections such as insurance coverage and bankruptcy-remote safeguards.
04/03/2025
Over half (58%) of financial services technology and operations executives globally identified data harmonization as the ideal driver for maximizing their return on investment
03/31/2025
Executives terminated the transaction after media coverage raised concerns about US national security scrutiny.
03/31/2025
Republic Bank has tapped Fiserv for its DNA platform.
03/28/2025
The API is built to the Financial Data Exchange (FDX) standards and gives customers seamless visibility into their data.