04/13/2022
Jack Henry signs Lea County State bank
Hobbs, N.M.-based Lea County State Bank has deep roots in the region’s oil and gas industry, having served the community since 1928.
FinTech
04/11/2022
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Report reveals insights on making the most of technology to acquire and service clients
04/11/2022
ESG, PTE 2020-02 and Lifetime Income Experts to Speak at Broadridge Fi360 Solutions’ 2022 Conference
Shark Tank’s Daymond John to headline the conference
04/07/2022
Finastra research shows Banking-as-a Service gains unstoppable momentum
Financial institutions can reach a greater number of customers at significantly lower cost
04/07/2022
US's Gupshup acquires Singapore conversational AI platform Active.Ai
Active.Ai’s marquee customers include the Royal Credit Union and CommFirst Federal Credit Union in the United States, Axis Bank, Kotak Mahindra Bank
04/07/2022
Uncovering the Product Preferences of Today’s Advisors
Insight to help asset managers expand and deepen advisor relationships.
04/07/2022
novobanco goes live with Objectway to lead the way in investment services
Objectway delivered the project using an incremental release plan adhering to agile principles.
04/06/2022
Crypto Startup Blockchain.com Launches Asset Management Service
Blockchain.com is doubling down on its institutional business with the launch of the new service, McGarraugh said.
04/06/2022
Wealthsimple launches venture capital investment fund for retail investors
The fund is one of the country’s first VC funds for retail investors, allowing for clients with as little as $5,000 to participate.
04/05/2022
Morningstar Plans to Acquire Leveraged Commentary & Data
LCD will complement PitchBook’s robust product and research capabilities by covering every metric of the leveraged loan market
04/05/2022
Institutional Investors Are Slowly Warming to Active Crypto Funds. This Company Isn’t Waiting to Address the Growing Demand.
Abra, a crypto-focused wealth management platform, is launching an asset management arm.
04/01/2022
Russian Invasion, Crypto Trading Drive 'Tail Risks' for U.S. Banks -Regulator
"History is littered with examples of supposedly hedged positions blowing up," he said.
03/31/2022
Morningstar Publishes Robo-Advisor Landscape Report Finding That Digital Investment Advice Can Play an Important Role for Smaller Investors
Vanguard and Betterment stand out as the strongest overall offerings among 16 robo-advisors evaluated
03/30/2022
Shareholder Voting Made Even Easier with the Updated Enhanced ProxyVote App
The enhanced design of the app enables users to personalize their voting alerts and makes it easier than ever for individual investors to ask questions and vote in corporate elections.
03/30/2022
How banks should address threats of mobile fraud
The question is through which channels and how can financial institutions mitigate the risks associated.
03/30/2022
How Wealth Firms Can Attract and Retain the Modern Investor
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/29/2022
UK cybersecurity firm opens Houston location
President Biden last week urged American business leaders to strengthen their cyber defenses immediately.
03/29/2022
SEI Wins WealthTechAmericas Awards 2022
Recognition Reflects Expertise in Delivering Seamless Client Experience
03/29/2022
Goldman Sachs to buy pension robo-advisor NextCapital
Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.
03/29/2022
Zoe Announces Partnership With Female-Led RIA, SignatureFD
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.