06/07/2022
InvestPath further enables our financial advisors to offer a seamless customer experience to support our clients’ financial goals at all stages of life.”
06/06/2022
The new start-up will leverage an institutional-grade solution to support growth strategy
06/02/2022
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach.
06/02/2022
Fitzpatrick thinks the environmental impact will be an important feature in the future, and it could define which digital assets will pick up steam.
06/02/2022
Crypto investors confront hard truths in the wake of the Terra debacle. (Part of the crypto column series.)
06/01/2022
The companies didn’t disclose the financial terms of the deal.
06/01/2022
This investment co-led by BDC Capital, which helps develop high-growth businesses in Canada, also signals the launch of Arteria AI’s new regional bank offering.
06/01/2022
Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.
05/31/2022
Beyond strengthening our presence in North America and Europe, it is also exciting to see Quantexa attract customers across the APAC region.
05/31/2022
Existing investors from Illuminate Financial Management’s previous funds will continue as additional anchor investors in the third fund, including JP Morgan, S&P Global and Deutsche Börse Group.
05/31/2022
Last November, the cryptocurrency market valuation was more than $3 trillion and as of this writing it's $1.26 trillion according to CoinMarketCap.
05/31/2022
Toronto-based Brim Financial provides embedded banking and finance solutions
05/31/2022
Brian Moynihan, Bank of America CEO, told a journalist "no" when asked if the bank was missing out on the next thing by not making a major play in crypto.
05/30/2022
While recognizing cross-border payments as a legitimate use case for cryptocurrencies, Moynihan said that stringent regulation prevents it from engaging with the nascent asset class.
05/25/2022
The bank traded its first intraday repo on the platform last week, becoming the first European bank to join the network.
05/25/2022
Technology is adding another layer of complexity to the planning process.
05/25/2022
Cowen becomes first traditional investment bank to offer institutional digital asset solution on Eze’s institutional OEMS platform
05/24/2022
The app is now available on Android and iOS.
05/20/2022
Canadian advice tech firm enters UK market
This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.
05/20/2022
State Street Digital Appoints Head of Blockchain Engineering and Digital Technology Strategy Lead
Otter, based in London reports to Aman Thind, Chief Technology Officer of State Street Digital. Gaur, based in Austin, Texas, will report to Otter.