11/15/2024
Introducing the US WealthTech Landscape Report 2024
A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.
FinTech
11/15/2024
AI Assistant for FAs Gets $3M in Seed Funding Round
Zeplyn says its AI assistant saves advisors an average of 10 to 12 hours in note-taking and administrative work for client meetings.
11/12/2024
Canadian FinTech leader Neo Financial announces massive fundraising effort
Neo Financial operates at the intersection of technology and finance, providing innovative financial products designed to offer Canadians viable alternatives to traditional banking.
11/11/2024
Bitcoin tops $82,000 on Trump optimism: Yahoo Finance
Trending tickers on Yahoo Finance include Tesla (TSLA), Coinbase Global (COIN), and Palantir Technologies (PLTR).
11/11/2024
AmEx inks data sharing deal with MX
American Express has formed an API-powered data access agreement with MX Technologies, enabling customers to connect their accounts to third-party providers.
11/11/2024
AmEx inks data sharing deal with MX
American Express has formed an API-powered data access agreement with MX Technologies, enabling customers to connect their accounts to third-party providers.
11/08/2024
Broadridge Named a Category Leader by Chartis in Collateral Management Systems
The report evaluates the leading products offered in corporate, small and medium enterprise lending, syndicated lending and private/non-bank credit.
11/08/2024
Broadridge Launches New Collective Investment Trust Index Funds Powered by Northern Trust Investments, Inc.
In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes
11/07/2024
US shares and Bitcoin hit record highs on Trump win
Higher rates for longer mean investors will get better returns on savings and investments they hold in dollars.
11/04/2024
Instant Payments Surge to 73% Adoption: Can Security Keep Up?
To remain competitive, 75% of merchants emphasise the importance of offering a diverse array of payment options and robust fraud prevention mechanisms.
11/04/2024
Goldman Sachs takes quantum leap on options pricing
Goldman Sachs has conducted research on the application of quantum computing in the options priing market.
11/04/2024
Coinbase legal chief points finger at FDIC in alleged crypto banking blocks
FDIC’s “pause letters” are claimed to be part of a larger effort aimed at limiting crypto growth.
11/01/2024
Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines
The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.
11/01/2024
Broadridge Completes Acquisition of Kyndryl SIS
The acquisition further emphasizes Broadridge’s commitment to providing leading solutions to the Canadian financial services market that enable simplification and innovation
11/01/2024
Wells Fargo rolls out Paze online checkout option to customers
Wells Fargo is not the only lender rolling out the technology to its customers
10/31/2024
Devexa launches wealth management customer support capabilities
The new features, which are readily available out-of-the-box via the Devexa widget, include historical performance charts, asset allocation views, and market value tracking, all with flexible time filtering.
10/30/2024
Citi and Google Cloud Announce Strategic Agreement to Modernize Citi's Technology Infrastructure and Drive Innovation
Citi will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company
10/30/2024
SEI Launches Generative AI Framework to Enhance Operational Excellence
SEIGPT Boosts Productivity and Efficiency for SEI and Clients
10/30/2024
iCapital seals deal to scoop up AltExchange
Lawrence Calcano, chairman and CEO of iCapital, emphasized how its newest partnership with AltExchange can help clients collect, extract, and organize their data more efficiently.
10/29/2024
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
New solution expands FusionIQ's portfolio of easy-to-implement products, bridging the gap between payments and wealth management.