07/15/2022
EQ Bank selects Flinks for open banking data sharing
With Canada's fast growing network of fintechs apps, Flinks enables easy adoption of these APIs by managing the onboarding, accreditation, and support.
FinTech
07/15/2022
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix
This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
07/14/2022
Pontera and Hilltop Wealth Advisors Announce Partnership to Improve Client Retirement Outcomes
RIA firm Hilltop Wealth Advisors partners with Pontera to securely manage and trade clients’ held away accounts, including 401(k)s, 403(b)s, and more
07/13/2022
Link Groups partners with US-based Financial Coaches Network
This partnership reflects a culture of collaboration between Link Group and FCN.
07/13/2022
Eton Solutions Raises US$ 38 Million Series C Funding
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
Founders of bankrupt crypto hedge fund 3AC go missing, as investors try to recoup assets
The court filing from Friday also alleges that the founders have not yet begun to cooperate with the liquidation process “in any meaningful manner.”
07/12/2022
Private Advisor Group Launches Entreda as Cybersecurity Risk-Mitigation and Compliance Solution
Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations
07/12/2022
Winnow Named as Finalist in 2022 Wealth Management "Wealthies" Industry Awards
Winnow's automated regulatory compliance management platform gains recognition in two compliance-related categories.
07/06/2022
First Trust Buys Direct Indexing Platform Veriti
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/05/2022
Wealth advisers should digitise more, says Yaela Shamberg of InvestCloud
Founded in California in 2010, InvestCloud is a global tech company offering cloud-based digital financial tools, apps and platforms, with an approach that combines a design focus with behavioural science expertise.
07/05/2022
Crypto pioneer Altana launches Digital Assets Fund
ADAF follows six main primary investment themes: Layer 1 & 2 Blockchain, Decentralised Finance, Web 3.0, centralised exchange platforms, interoperability and Metaverse/Gaming.
07/04/2022
Private equity firms conclude acquisition of LSEG’s BETA+ platform
In February, the group struck a deal to buy TORA, a cloud-based trading technology solutions firm, in a $325m deal.
07/01/2022
Goldman Sachs Partners With Capital Markets Technology Firm
The collaboration with Derivative Path is the latest step by Goldman Sachs to gain market share in the crowded
06/30/2022
Jacobi Asset Management to launch Europe’s first Bitcoin ETF on Euronext Amsterdam
“Flow Traders has been a longstanding supporter of enabling exposure in digital assets and we are delighted to be working with Jacobi Asset Management on this launch.”
06/29/2022
Franklin Templeton selects startups for inaugural fintech accelerator
Franklin Templeton will provide startups in this incubator a minimum of US$150,000 each in seed funding.
06/29/2022
SEI Introduces the SEI Strategies Featuring Dimensional
Collaboration Delivers More Investment Flexibility for Advisors
06/29/2022
Succession Planner for Ultra-High-Net-Worth Families Turns to ShardSecure® for Heightened Data Security
Because of the sensitive nature of their client information, leafplanner turned to ShardSecure and its patented Microshard technology for stronger data privacy protection.
06/29/2022
Conversion Capital Launches $122 Million Fund III to Invest in Early-Stage Fintech and Infrastructure Startups
Fund focuses on software, cloud infrastructure, and data technologies that will bring increased efficiency and scale to highly regulated and complex industries
06/29/2022
Société Générale is the Latest Global Bank to join Broadridge’s Distributed Ledger Repo Platform
The blockchain-enabled platform accelerates the digitization of the global repo market
06/28/2022
SRM Evolves Offerings and Approach with Its Digital Assets Advisory
SRM is involved in a wide range of emerging digital technologies that impact not just retail banking, but include wealth management, trust, back-office banking, corporate lending, payments, and treasury.