02/23/2023
Wells Fargo Introduces LifeSync, A Digital Platform to Help Clients More Easily Plan and Track Their Money
LifeSync can help advisors understand their clients’ needs, giving them a greater opportunity to help them achieve their goals.
FinTech
02/23/2023
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth
02/23/2023
3iQ Digital Asset Management forms strategic alliance with BlockZero Advisors
Both the firms will provide OCIO clients with an integrated offering, through the new partnership.
02/23/2023
Northern Trust partners with SimCorp for outsourcing offering
The interoperability enhances operating model resilience and incorporates new product features from both SimCorp and Northern Trust.
02/22/2023
Multi-strat crypto hedge fund firm Active Digital launches
Active Digital takes a systematic approach to crypto trading with a market neutral fund and a long-short fund.
02/20/2023
TrustQuay and Viewpoint partner to optimise automation and digitalisation
Around 20,000 individuals utilise Viewpoint, including 300 clients in 80 different countries.
02/20/2023
Extended deadline announced for Banking Tech Awards USA 2023 nominations
Nominations are open to organisations based anywhere in the world as long as the project/product or team is based in the United States.
02/17/2023
Stem Announces Fourth Quarter and Full Year 2022 Results
Our commercial success continued in the fourth quarter
02/17/2023
Informatica Recognizes the Most Influential Data Leaders of 2022
The second annual Informatica CDO Awards highlight recipients across four categories, celebrating leaders who foster innovation and empower their organizations to bring their data to life
02/16/2023
George Soros’s Family Office Bets Against Crypto Bank Silvergate
The trade would turn a profit should shares drop beneath a certain level that wasn’t disclosed in the filing, and no expiration date for the options was given.
02/16/2023
Kirkland Represents Point Broadband on Significant Investment from Berkshire Partners
Point Broadband is backed by GTCR, a leading private equity firm, which made a strategic investment in the business in 2021.
02/15/2023
Orion Portfolio Solutions Selects Docupace for Workflow Automation
Fast-growing TAMP consolidating and streamlining operations
02/14/2023
Eton Solutions selects Singapore for its International Headquarters and launches new Administrative Family Office Solution to support clients in the Middle East
The Eton Solutions Administrative Family Office is the company's latest innovation that empowers family offices to operate with the same capabilities as the largest family offices in the world
02/10/2023
WCF: Cyber crime could become uninsurable
“The cost of individual events and the resulting fallout of those events are rising and expanding astronomically,” warned Alexandre.
02/09/2023
Broadridge Named Leading Provider of Managed Services Capabilities by Chartis
2023 Chartis RiskTech100® recognizes Broadridge as OpsTech leader in Fixed-Income Support Services for business process outsourcing solution
02/09/2023
William Blair, InvestCloud Launch New SYSTM Platform For RIAs
The first component of the new platform, a turnkey asset management platform supporting SMAs and UMAs, is now live.
02/09/2023
Benjamin F. Edwards Partners with Pontera to Enhance Its Approach to Providing Tailored Wealth Management
Pontera’s technology enables the firm’s advisors to manage the totality of clients’ retirement portfolios, including held away assets such as 401(k)s, 403(b)s and more
02/06/2023
Broadridge Leverages Point Focal on Alternative Data Driven Insights
Current reports from Point Focal that will be available on NYFIX include a pre-market report of recent news activity and sentiment scores, earnings recaps and outlooks; a post-market report summarizing portfolio performance and a weekly report summarizing
02/02/2023
Broadridge Among FORTUNE Magazine’s 2023 ‘World’s Most Admired Companies’
Through its products and services, Broadridge provides industry solutions for common needs and digital innovation for clients as they seek to differentiate in a competitive environment, facilitating stronger access, engagement and participation from end u
02/02/2023
Broadridge Reports Second Quarter Fiscal 2023 Results
Reaffirming Fiscal Year 2023 Guidance, including 6 - 9% Recurring revenue growth constant currency and 7 - 11% Adjusted EPS growth