04/11/2019
NPM's technology will be integrated with iCapital's platform technology to automate the secondary marketplace, easing the operational process and adding transparency for advisors and their high-net-worth client base.
04/11/2019
Draper has been among the first venture capitalists in Silicon Valley to see the value and promise in Bitcoin and other digital currencies, as well as the underlying technology, blockchain, which can allow for secure transfer of money without use of inter
04/11/2019
Bittrex, which offers crypto-currency exchange and wallet services, had served approximately 35,000 clients in the state under a “safe harbor” provision pending the department’s decision.
04/07/2019
Remote sales, where the interaction between advisor and salesperson primarily occurs via phone or online, is hardly a radical idea.
04/04/2019
With Charles River IMS, users can manage the full spectrum of financial products, from asset class-specific to solution oriented, and complex multi-asset products.