04/05/2021
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 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
Technology Designed to Help Advisors Build Better Financial Futures for Clients
03/31/2021
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
“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
Solution powered by Salesforce supports crucial steps in national lending program designed to help keep small businesses open amid the pandemic
03/30/2021
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
At the very least, Bitcoin and Ethereum weren’t some fly-by-night ICO scam.
03/26/2021
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
Tilting the needle from gold to bitcoin would mean transferring billions in cash.
03/25/2021
AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.
03/24/2021
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
A look at how the trading app makes money, its competition, and its growth potential.
03/24/2021
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
“This acquisition represents another significant milestone for Mogo on our journey to building the leading digital wallet for Canadians.
03/24/2021
“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
03/23/2021
Acquisition from KKR follows significant growth and successful evolution to the cloud
03/23/2021
Acquisition expands TD Securities' automated trading infrastructure and capabilities
03/22/2021
The best ideas win: 35 years of SS&C Technologies
Among the organizations relying on SS&C are: nine of the top ten prime brokers, 75 of the top 100 hedge funds, and all 20 of the largest asset managers.
03/19/2021
Bitcoin is extremely volatile and does not offer strong inflation protection or diversification benefits, it said in a report.