04/05/2022
Morningstar Plans to Acquire Leveraged Commentary & Data
LCD will complement PitchBook’s robust product and research capabilities by covering every metric of the leveraged loan market
FinTech
04/05/2022
Institutional Investors Are Slowly Warming to Active Crypto Funds. This Company Isn’t Waiting to Address the Growing Demand.
Abra, a crypto-focused wealth management platform, is launching an asset management arm.
04/01/2022
Russian Invasion, Crypto Trading Drive 'Tail Risks' for U.S. Banks -Regulator
"History is littered with examples of supposedly hedged positions blowing up," he said.
03/31/2022
Morningstar Publishes Robo-Advisor Landscape Report Finding That Digital Investment Advice Can Play an Important Role for Smaller Investors
Vanguard and Betterment stand out as the strongest overall offerings among 16 robo-advisors evaluated
03/30/2022
Shareholder Voting Made Even Easier with the Updated Enhanced ProxyVote App
The enhanced design of the app enables users to personalize their voting alerts and makes it easier than ever for individual investors to ask questions and vote in corporate elections.
03/30/2022
How banks should address threats of mobile fraud
The question is through which channels and how can financial institutions mitigate the risks associated.
03/30/2022
How Wealth Firms Can Attract and Retain the Modern Investor
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/29/2022
UK cybersecurity firm opens Houston location
President Biden last week urged American business leaders to strengthen their cyber defenses immediately.
03/29/2022
SEI Wins WealthTechAmericas Awards 2022
Recognition Reflects Expertise in Delivering Seamless Client Experience
03/29/2022
Goldman Sachs to buy pension robo-advisor NextCapital
Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.
03/29/2022
Zoe Announces Partnership With Female-Led RIA, SignatureFD
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/28/2022
Coinbase Nears Deal to Buy Brazil Crypto Unicorn 2TM, Media Says
Brazil’s crypto unicorn 2TM would give Coinbase the leverage needed to secure a market leader position in Latin America.
03/28/2022
iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
SS&C Completes Acquisition of Hubwise Securities Limited
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/24/2022
How Technology Has Impacted the Asset Management firms
With the introduction of robo-advice, investment management has already experienced the early influence of AI.
03/24/2022
SS&C GlobeOp Forward Redemption Indicator: March notifications 1.92%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
03/24/2022
Oppenheimer Introduces Investor Gateway, a Wealth Management Tech Platform
The update also mentioned that the implementation of this enhanced new platform has been “achieved in strategic partnership with InvestCloud
03/23/2022
JPMorgan Chase under fire from investors over huge tech spending - FT
A major shareholder tells the FT that the bank has not "provided a lot of metrics to judge success at this point".
03/23/2022
State Street, Charles River® Development and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution
The ability for mutual clients to leverage the capabilities of both firms helps create an innovative and differentiated wealth management solution for the industry.