05/15/2023
SEI’s Owens: Common misconceptions around synthetic ETFs stifling growth
Owens said a synthetic approach can often be a good option for US ETF issuers
FinTech
05/11/2023
Pass-Through Voting Enabling Democratization of Investing
Giving investors a voice can be a key differentiator for asset management firms worldwide
05/11/2023
Mo, an AI Chatbot Powered by Morningstar Intelligence Engine, Debuts in Morningstar Platforms
The beta version pairs Microsoft Azure's OpenAI Service with Morningstar's extensive breadth of independent investment research to provide summarized, conversational insights
05/10/2023
Oakglen wealth is now available on the SEI wealth platform
The acquisition accelerates Fairstone’s growth goals for 2023 and lays the groundwork for future deals in the region.
05/05/2023
Broadridge Wins Innovation in Corporate Governance and Proxy Voting Award at Global Custodian’s Leaders in Custody Awards for the Third Year Running
Recognised as leaders in powering corporate governance globally through proxy voting and disclosure services
05/05/2023
Scotiabank Wins Best Transformation Award
This is the 13th year of the award, and Scotiabank's ability to continuously improve its technological infrastructure has earned it the top spot.
05/04/2023
The AmeriFlex Group® Launches Proprietary, High-Tech Solution to Support Advisors in Delivering Customized Financial Planning Services
AmeriFlex Premier+ platform gives clients a glimpse into possible future outcomes to help guide decision making
05/03/2023
J.P. Morgan Completes Acquisition of Aumni
The acquisition of Aumni solidifies J.P. Morgan’s commitment to building the leading private markets platform for companies, their employees and investors, as well as its confidence in the resilience of the venture-backed ecosystem.
05/02/2023
Crypto Winter Is Over, Says New York Investment Bank H.C. Wainwright
The analysis of Coinbase’s possible future performance also takes into account the SEC’s recent actions against various crypto platforms.
05/02/2023
Mastercard aims to boost trust for blockchain transactions
The partners also intend to explore the utility of identity-oriented Web3 solutions use cases like NFTs, ticketing, enterprise, and payments.
05/02/2023
Credit Suisse Group Increases SS&C Technologies Price Target by 48.51%: Implications for Tech Sector
As many in the industry are aware, Credit Suisse Group is known for its insightful analysis and forward-thinking approach to market trends.
05/02/2023
Broadridge Reports Third Quarter Fiscal 2023 Results
Reaffirming FY'23 outlook for continued margin expansion and 7-11% Adjusted EPS growth
04/27/2023
Goalsetter teams with Envestnet
Financial advisors now have a greater responsibility to communicate the value of financial education to all generations, especially as there is currently a substantial generational wealth transfer taking place.
04/27/2023
Fintech start-up 1fs Wealth secures backing of Singularity Capital
The platform’s ability to provide complete visibility and support succession planning, as well as ESG, sustainability and impact, are amongst the key features most valued by the company’s global customer base.
04/27/2023
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
Capital Movement Index: April net flows decline 0.56%
04/26/2023
Wealthica Announces Enhanced B2B and Wealth Data Solutions
The product enables partners to brand the platform with their own logo and customize it to fit their unique requirements.
04/25/2023
Canadian fintech startup brings crypto education to advisors through Morningstar Advisor Workstation
Morningstar announced a new collaboration with MeetAmi Innovations
04/24/2023
Franklin Templeton Says Its Money-Market Fund Is Attracting Crypto Assets
Total assets in the Franklin OnChain US Government Money Fund (FOBXX), which was launched last year, have increased to around $270 million.
04/21/2023
SEI Reports First-Quarter 2023 Financial Results
First-quarter 2022 results included a one-time positive $88.0 million revenue event resulting in $0.47 diluted earnings per share net of associated costs.
04/20/2023
Broadridge and Linedata Announce Integration with Linedata Longview OMS to Enhance Trade Matching
Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX