06/09/2021
Broadridge Expands Wealth Management Capabilities
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
FinTech
06/09/2021
El Salvador approves first law for bitcoin as legal tender
Bukele has touted the use of bitcoin for its potential to help Salvadorans living abroad to send remittances back home
06/08/2021
US Bank doubles down on video banking during pandemic
US Bank has introduced a co-browsing feature that lets customers share their screen with, and see live video of, an employee.
06/08/2021
Fighting the 21st century battle. Investing in cyber protection
The Halftime Report investment committee highlights how they’re investing in this theme.
06/08/2021
Fintech Success In Latin America Opens Doors For US Venture Funds
He sees a compelling story happening in Latin America around fintech over the next 20
06/04/2021
Eaglebrook and Alto Team Up to Provide Bitcoin, Ether In Retirement Accounts
Just weeks after an announcement with Dynasty Financial Partners, Eaglebrook is partnering with Alto Solutions to provide tax-advantaged crypto SMAs.
06/04/2021
First Citizens Launches Streamlined Solution for Securities-Based Lines of Credit
With the First Citizens Easy Access Line, clients will also be able to borrow money using their own First Citizens-managed non-retirement investment portfolio as collateral.
06/04/2021
Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation
Companies co-innovating to support Morgan Stanley's digital transformation and propel financial services industry forward by bringing together world-class technology solutions and engineering teams
06/03/2021
Bank of Clarke County advances credit card capabilities with Corserv
Bank of Clarke County is using our program to provide better credit card products and service to their local businesses, municipalities, and consumers.
06/03/2021
Banco Central do Brasil releases general guideline for a Brazilian CBDC
Given the evolution of the discussions and developments on the topic worldwide, the BCB may reevaluate its position.
06/03/2021
Effective change – the importance of aligning strategy, culture and compensation
Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.
06/02/2021
Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets
Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services
05/28/2021
SS&C Announces Modernized Platform for Global Recordkeeping, SS&C Lyric
Cloud-native platform future-proofs operations for asset managers, broker-dealers, retirement recordkeepers and superannuation providers
05/27/2021
Andrew Johnson Bank selects Wolters Kluwer’s compliant lending offerings
ComplianceOne is a highly configurable loan origination solution and loan processing system that provides lenders access to a wide range of features they can choose and activate, depending on customer needs.
05/27/2021
American bank chiefs express caution over cryptocurrencies
Citigroup, Wells Fargo and BofA CEOs among attendees at fiery Senate hearing
05/26/2021
SEI Releases 2021 Update of Research on Nonprofit Organizations’ Spending Policies
Survey finds the percentage of nonprofits that expect to increase spending has doubled over the last five years
05/26/2021
Skience Launches SkienceONE Wealth Management Platform
Standalone Solution Delivers Growth-Minded Firms the Value and Results of Skience's Flagship Platform and Supports Firms' Needs as They Expand
05/25/2021
SS&C Increases Offer on Acquisition of Mainstream Group
In the absence of a superior proposal, and subject to the independent expert concluding that the revised scheme is in the best interests of Mainstream shareholders
05/25/2021
Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform
Sequoia will begin using ForwardLane's AI Insight Automation platform, a virtual analyst that reviews data from customer relationship management software
05/24/2021
JPMorgan says crypto crash's impact on mainstream markets is 'limited'
The recent volatility shaved billions off the wider crypto world's value after deep correction hit the market earlier in the week.