04/08/2021
FinTech Innovation Lab New York names 2021 accelerator class
This year’s participants, selected from more than 200 applications across the globe, are helping financial institutions address key societal challenges,
FinTech
04/08/2021
CEPRES Voted Best Data Management Solutions Provider for the Third Year in a Row!
The annual Private Equity Wire Awards recognize excellence among private equity managers and service providers around the world.
04/06/2021
Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness
2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops
04/05/2021
Funding M&A Deals with Bitcoin
This price fluctuation could seriously jeopardize the ultimate value of large, high-profile M&A deals, which could be worth $500 million one day and $250 million the next.
04/05/2021
NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance
The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities
04/01/2021
Uphold to acquire US broker-dealer JNK Securitie
Uphold plans to launch fractional equities in the U.S. later this year and to pioneer seamless trading between cryptocurrencies, U.S. stocks, precious metals, carbon credits, FX products and other assets, all through a single interface.
03/31/2021
SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors
Technology Designed to Help Advisors Build Better Financial Futures for Clients
03/31/2021
Goldman to offer bitcoin and other crypto to wealthy investors
The move comes as bitcoin, the asset that was created in the aftermath of the 2008-2009 financial crisis, has soared to unexpected heights
03/31/2021
Private Equity’s Taste for Tech Spurs $80 Billion Deal Spree
“2021 will be a time of reinvention for many companies and digital technology is driving that, so the private tech market is booming,”
03/31/2021
Accenture Delivers Cloud-Based Solution to Help Regions Bank Enhance PPP Loan Application and Forgiveness Processes
Solution powered by Salesforce supports crucial steps in national lending program designed to help keep small businesses open amid the pandemic
03/30/2021
Citizens Bank and Trust goes real time with Fiserv
DNA is a modern core account processing platform with an open architecture that makes it easier for financial institutions to integrate other solutions
03/29/2021
America’s Crypto A-List: The Leaders Building The Digital Future
At the very least, Bitcoin and Ethereum weren’t some fly-by-night ICO scam.
03/26/2021
Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work
03/26/2021
Will Institutions Switch From Gold To Bitcoin?
Tilting the needle from gold to bitcoin would mean transferring billions in cash.
03/25/2021
Broadridge Next-Gen Technology Adoption Survey
AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.
03/24/2021
Refinitiv expands its Digital Investor solution with ‘Wealth Connect’
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
Robinhood: What to Know Before It Goes Public
A look at how the trading app makes money, its competition, and its growth potential.
03/24/2021
Marstone Integrates FreeWill’s Estate Planning Solutions into its Comprehensive Digital Wealth Management Platform
The latest in a series of partnerships ensures Marstone is the platform of choice for organizations seeking to offer clients consolidated digital financial planning and wellness capabilities
03/24/2021
Mogo enters into the Canadian wealth management industry with acquisition of Moka
“This acquisition represents another significant milestone for Mogo on our journey to building the leading digital wallet for Canadians.
03/24/2021
CIBC Innovation Banking Provides MayStreet with $10 Million in Growth Financing
“Ultra-high-quality data is critical in powering the most innovative technologies being developed on Wall Street and beyond, and MayStreet is at the forefront for market data with its end-to-end platform,” said Kevin Grossman