03/28/2022
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
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
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/24/2022
With the introduction of robo-advice, investment management has already experienced the early influence of AI.
03/24/2022
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
The update also mentioned that the implementation of this enhanced new platform has been “achieved in strategic partnership with InvestCloud
03/23/2022
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
The ability for mutual clients to leverage the capabilities of both firms helps create an innovative and differentiated wealth management solution for the industry.
03/22/2022
It will focus on exploring and experimenting with potential technology approaches to determine how a CBDC could work.
03/22/2022
Judges noted that SupraFin had developed an app that allows users to create a basket of cryptocurrencies based on risk tolerance and suggests to the user when to rebalance. A very useful tool and an excellent submission.
03/22/2022
From rejecting crypto outright to embracing it full stop, Wall Street banks have completely changed their attitude on digital currencies in just a few years. On Monday, Goldman Sachs executed an over-the-counter crypto transaction, a first for a major U.
03/21/2022
Partnership and Connection at the Core of Organizational Transformation and Future Growth
03/21/2022
HSCM is one of a number of insurtech focused venture capital firms (VC’s), insurance brokerages and insurtech veterans that have supported Layr in this $10 million Series A funding.
03/21/2022
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
“By making business easier, the CashPro App has become an essential offering to our clients.”
03/18/2022
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/17/2022
The proposed product seeks to blend exposure to the S&P 500 Index and bitcoin futures contracts
03/17/2022
Bank recognized for industry-leading personalized experiences
03/16/2022
Today, we are very pleased to announce that the full LOBO team will be joining McKinsey.