09/18/2019
The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le
09/18/2019
Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office
The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.
09/16/2019
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
09/14/2019
Prime brokerage firms are coming for crypto in what’s likely to be a race of winner-takes-almost-all.
09/13/2019
The transaction is subject to customary closing conditions and is expected to close in September 2019.
09/12/2019
Blockchain-enabled model to further support banks to deliver a single frictionless real-time payments proposition Mastercard will act as the network operator to process, clear and settle international payments
09/11/2019
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
09/10/2019
SIGMA X MTF is a multilateral trading facility operated by Goldman Sachs
09/10/2019
Fortune ranks companies based on average annual revenue growth, total stock return and average increase in earnings per share over a three-year period.
09/10/2019
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
09/06/2019
Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors
09/06/2019
Indonesian-based investment manager goes live on SS&C PORTIA®
09/05/2019
Honored for Furthering Central Banking Mission and Combating Financial Crime
09/03/2019
The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.
09/02/2019
While AI-focused hedge funds have lagged their peers over the last two years, they show strong outperformance on an annualized five-year basis.
09/02/2019
HiddenLevers was the missing piece we needed to complete the Axxcess Platform
08/30/2019
Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.
08/29/2019
Kony has achieved rapid growth with both top tier and mid-market banks in the US and internationally
08/28/2019
With capital from Canaan and Coatue, Bond is creating a new platform category to accelerate fintech innovation, enabling brands to partner with banks through efficient, compliant and scalable technology
08/28/2019
We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.