11/19/2024
This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.
11/19/2024
Through this transaction, Fourcore becomes the sponsor of the publicly listed investment vehicle.
11/18/2024
Integrated solution from Advyzon Institutional redefines family wealth management
11/15/2024
A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.
11/15/2024
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
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
Trending tickers on Yahoo Finance include Tesla (TSLA), Coinbase Global (COIN), and Palantir Technologies (PLTR).
11/11/2024
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
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
The report evaluates the leading products offered in corporate, small and medium enterprise lending, syndicated lending and private/non-bank credit.
11/08/2024
In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes
11/07/2024
Higher rates for longer mean investors will get better returns on savings and investments they hold in dollars.
11/04/2024
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 has conducted research on the application of quantum computing in the options priing market.
11/04/2024
FDIC’s “pause letters” are claimed to be part of a larger effort aimed at limiting crypto growth.
11/01/2024
The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.
11/01/2024
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 is not the only lender rolling out the technology to its customers
10/31/2024
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 will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company