09/30/2021
The survey also found that the nonprofit sector was the most likely to be looking for discretionary models, while the vast majority of search consultant requests (87%) came from university or college endowments.
09/29/2021
Wells Fargo to offer eMoney's comprehensive financial planning platform to nearly 13,000 financial advisors
09/29/2021
El Salvador, with a population of almost seven million people, currently has one of the lowest levels of financial inclusion within Latin America and the Caribbean.
09/28/2021
With an almost-overnight increase in the number of people worldwide working from home and a dramatic digital surge, global M&A deals remain secure
09/27/2021
BTG Pactual has also been involved in blockchain.
09/27/2021
Bitcoin has risen about 300% in price over the past year, alongside a surge in other major cryptocurrencies.
09/24/2021
“The Nomi platform has been incredibly successful, and by applying deep learning techniques, we’ve built out next generation features that will elevate the offering for clients,”
09/24/2021
The fourth-largest U.S. ETF issuer said it’s partnering with Michael Novogratz’s Galaxy Digital Holdings to develop a “comprehensive suite of U.S.-listed, physically backed, digital asset” funds.
09/23/2021
The deal with JPMorgan Chase comes off the back of a $125 million equity raise during the course of 2021, with another £150 million raise said to be in the works.
09/23/2021
Customers’ needs are evolving as they seek banking services across channels and expect personalization.
09/23/2021
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
09/23/2021
Canadian technology firm selected for program aimed at helping connect early-stage companies with investors
09/22/2021
Appway Announces Release of Client Onboarding for Wealth: Purpose-Built for the Canadian Market
Appway manages the Cloud infrastructure
09/22/2021
Northern Trust to take stake in Essentia Analytics
The addition of Essentia behavioral analytics solutions is an extension of Northern Trust Whole Office, a strategy that facilitates client access to new technologies, services and solutions across the investment lifecycle.
09/21/2021
The UK Department for International Trade is partnering with Climate Week NYC for a series of events concerning climate change from September 20th to 30th.
09/21/2021
Agreement signifies alignment between TD and Envestnet | Yodlee about access to customer financial data
09/21/2021
In addition, the bank is always looking for ways to automate its manual processes. Seeking to improve their success in complying with federal regulations and the efficiency of operations, Centennial Bank selected FINBOA for Reg E Dispute Tracking.
09/21/2021
The Axio team is excited about the intuitive synergies and the common purpose driving both Axio and iCapital, and we’re thrilled to combine our efforts to serve financial advisors and their clients.
09/20/2021
This will also be the bank’s first overseas retail banking expansion in its 222-year history.
09/20/2021
New 3rd-Party Solution Provides Comprehensive Email Protection for Firms and their Clients