01/30/2023
Yield App buys wealth management platform Trofi Group
The deal also allows Yield App to include four new structured product strategies into its existing portfolio.
01/30/2023
The deal also allows Yield App to include four new structured product strategies into its existing portfolio.
01/30/2023
Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration
01/27/2023
Predicting market volume movements since 2020 has been a challenge
01/26/2023
“What we want to do is to put people that want to lend money together with people who need money. It’s not complicated,” said former Bank of America Chairman and CEO Hugh McColl Jr.
01/26/2023
Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.
01/26/2023
Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.
01/26/2023
Selects Amazon Web Services as strategic provider for cloud services and data centers and expands existing strategic relationship with Microsoft for cloud services
01/25/2023
57% of firms see digital transformation as their most important strategic priority
01/23/2023
The firm will leverage the SS&C Eze asset management platform to scale Singapore strategy
01/23/2023
Payments Exchange: Foreign Exchange Services from Fiserv is a flexible, web-based solution for completing end-to-end international wire transfers, which helps minimize the time and effort required to manage global payments.
01/19/2023
Diebold Nixdorf helps banks connect with customers
01/18/2023
IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience
01/18/2023
Governments commonly perceive cryptocurrency as a payment for dubious purposes and not as its own complex economy on par with traditional financial systems
01/17/2023
The tie-up will allow Endowus’ private wealth clients to leverage iCapital's technology and solutions to gain institutional-quality access to private market initiatives across equity, debt and real assets.
01/17/2023
Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach
01/17/2023
Bradesco carried out the operation as part of a regulatory sandbox promoted by the South American country's central bank.
01/16/2023
Developers will enhance largest marketplace for alternative investments to help improve outcomes for advisors and their clients
01/16/2023
The overhaul involved the merger of the bank’s investment banking and trading arms into a single business.
01/12/2023
The company is employing Syndio’s technology to better enable the critical steps of measuring and deepening their commitment to pay equity.
01/11/2023
Introducing the industry’s first and only true end-to-end BPO solution for Trade Finance