02/23/2020
The transaction is expected to close at the end of March 2020, resulting in a combined company which will have revenues of approximately $3 billion, more than 12,000 employees worldwide and an enterprise value of $22 billion.
02/21/2020
AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close Prospects at a Higher Rate
02/19/2020
Our industry needed a user-friendly wealth management tool that allows us to cover more ground quickly and gives us an edge as premium service providers, which is what FP Alpha provides.
02/18/2020
When it comes to essential communications, interest in going digital is growing. Compared to the 45% who prefer paper, two out of three respondents (67%) switched at least one bill or statement to paperless in the last year.
02/18/2020
Diversification is key for survival, and we are confident in our directional shift.
02/17/2020
Regulatory compliance is a critical consideration for both start-ups and established organizations seeking to drive innovation in the financial services industry.
02/17/2020
JPMorgan noted that these methods aren’t secure and would like third parties to connect to an API that will provide access to only limited customer account data, after obtaining users’ consent.
02/17/2020
In a memo released in October 2019, the firm commented that “To succeed, we need to fundamentally shift how we build technology and move to a new way of working.”
02/17/2020
Online banking is growing, and here are some of the reasons why.
02/13/2020
The FutureEdge 50 recognizes the most cutting-edge trials and applications of emerging technologies and the innovative cultures enabling them in business today.
02/13/2020
George Lee, co-chief information officer at Goldman Sachs, said the bank now has 10,000 developers, making up about one-quarter of its employee base.
02/12/2020
MBNA had been a pioneer in the introduction of customer loyalty-based affinity cards, and like its mid-Atlantic neighbor, Capital One, was at the forefront of applying data and advanced analytics capabilities within banking.
02/11/2020
Digital advice closes gap with in-branch experience
02/10/2020
Curve is planning a new host of services to further augment its existing features
02/10/2020
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.
02/09/2020
One of the main features of Overlay is identifying issues in customer portfolios and suggesting trades for tax-loss harvesting, optimization, and rebalancing using the proprietary machine learning technology developed by AgentRisk.
02/05/2020
The Vision Fund has reshaped the tech startup market with a flood of investments, but several of its bets on unprofitable companies quickly went south.
02/04/2020
The management and staff of CM maintain a majority shareholding in the company
02/04/2020
In order to meet these industry demands and market dynamics, Kasisto plans to invest in product development and leverage its unique and unbiased conversational data assets
02/04/2020
The fund’s largest holdings are Amazon and Tesla, both of which have risen significantly in value in light of recent corporate results during the past month. Amazon shares have risen from $1800 to $2000 over the past month.