07/30/2019
The move helps most those advisors on the platform already using two of the industry's most popular planning applications, and a third that is a key vendor popular with family offices.
07/30/2019
This powerful combination will bring innovative digital investment advice – built for advisors, by advisors – and greater choice to financial advisors
07/30/2019
Morgan Stanley Impact Quotient uses technology to provide both transparency and the ability to customize portfolios for specific impact objectives
07/30/2019
Expansion Capital also partnered with the company to grow its North American commercial go-to-market presence and augment its executive team and Board of Directors.
07/29/2019
As Latin America’s largest economy continues to sputter, the digital investment startups are one of the few sectors hiring at breakneck pace.
07/29/2019
One of the dominating ongoing trends in 2019 is targeted ransomware attacks.
07/25/2019
Facebook has agreed to pay $100 million to settle the charges.
07/24/2019
As more hedge funds enter the market at increasingly larger launch sizes, these firms should be looking to build out their infrastructure for the long term.
07/24/2019
The future leaders of Tampa can now balance their to-dos of today
07/24/2019
The company said Tuesday that it is launching Betterment Everyday, a checking and savings product that is insured by the Federal Deposit Insurance Corporation.
07/23/2019
New capabilities save time and cost spent on compliance monitoring while maintaining a high quality of reviews
07/22/2019
More than 70 hedge funds adopt cloud platform
07/19/2019
Stifel offers senior secured loans up to $40 million for working capital and growth capital needs, with the ability to syndicate larger opportunities.
07/18/2019
In the industrial context, by launching AI for Operations Intelligence using Azure IoT, Capgemini is helping manufacturers to create an integrated AI-powered data and insights foundation
07/18/2019
Federal Home Loan Bank of Chicago chooses EVOLV to automate loan and securities portfolio accounting
07/16/2019
The company selected Fiserv to provide a comprehensive AML solution that accommodates country-specific regulations and reporting requirements.
07/15/2019
Under this service, it will include users into an investment portfolio composed of its exchange-traded funds (ETF) for an annual fee of 0.35% or 35 basis points of the assets, which is the annual advisory fee.
07/11/2019
At Kestra Financial, we understand the depth of resources required to support and grow a wealth management team of Merkel Financial’s magnitude
07/11/2019
Every time you make a transaction, you instantly receive a push notification telling you how much money you just paid.
07/10/2019
RBC says the acquisition gives it valuable new capabilities to help customers transitioning away from paper cheques to digital payments.