10/22/2025
Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors
AI-Powered Process Agents Designed Uniquely for Advisory Firms’ Secure Ecosystems
FinTech
10/21/2025
New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience
Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice
10/21/2025
Mexican fintech Plata sees valuation exceed $3bn
Plata, a startup based in Mexico and founded by three former Tinkoff executives has completed a $250m fund raise.
10/20/2025
New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience
Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice
10/20/2025
Plus500 Surpasses $1 Billion in US Futures Funds
The fintech group said it remains on track to meet full-year revenue and EBITDA guidance.
10/17/2025
AI-Powered Scams Fooling Financial Advisors, State Regulators Warn
Criminals are using FraudGPT and WormGPT to target “thousands” of potential victims
10/16/2025
Broadridge’s Distributed Ledger Repo Platform Processes $339 Billion in Average Daily Trade Volumes in September
September 2025 ADV up 650% Year Over Year, Highlighting Rapid Growth in Tokenized Real Asset Settlement
10/15/2025
Finastra’s Americas Lending Day Highlights Digital Innovation, Market Growth, and Customer-Centric Strategies
The event also highlighted the crucial role of AI and automation in streamlining operations, risk assessment, and client engagement.
10/15/2025
Non-Bank Players Set to Claim One-Fifth of Corporate and Investment Banking Revenues by 2030, Reshaping the Future of Capital Markets
BCG’s analysis shows that AI could free up to 25% to 40% corporate and investment banker capacity by 2030
10/14/2025
J.P. Morgan Payments named Payment Technology Provider of the Year by Tearsheet
Tearsheet recognized J.P. Morgan Payments for its scale, innovation, and measurable client impact through technology-driven payments infrastructure.
10/13/2025
$19 billion crypto blood bath
Investors lose billions as US-China tariff war deepens
10/08/2025
Main Capital Partners successfully closes €300 million single-asset continuation fund to establish a leading Pan-European GovTech player
The first step of the internationalization is the anticipated combination with Documaster
10/06/2025
S&P 500, Nasdaq rise as investors focus on AMD-OpenAI deal
AI-linked firms advanced: Palantir Technologies (PLTR.O), opens new tab jumped 5%, while Oracle (ORCL.N), opens new tab gained 2.3%.
10/06/2025
Agentic AI in wealth management
What advisors can do now
10/03/2025
Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows
Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations
10/01/2025
Nubank applies for US national bank charter
For the US push, the bank has recruited former acting Comptroller Brian brooks, and ex-treasury department executive Kelley Morrell to help grease the wheels of its application.
10/01/2025
U.S. Treasury pushes AML compliance into the AI era
Technology, particularly artificial intelligence, plays a central role in this strategy.
09/30/2025
BofA Unveils AI-Driven Capital Markets Insights on CashPro® App
C-Suite and Treasury Teams to Have Consolidated Capital Markets Knowledge In the Palm of Their Hand
09/29/2025
Digital Asset Adoption Accelerates Alongside Distributed Ledger Technology Implementation, Broadridge DLT in the Real World Study Finds
The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place
09/29/2025
Merck Selects Broadridge to Transform Treasury Operations with Real-Time Account Visibility
The comprehensive solution enables Merck to transform treasury operations with real-time, on-demand access to balance and transaction information of more than 400 accounts globally.