07/26/2022
The SS&C Intralinks Deal Flow Predictor forecasts the number of future M&A announcements by tracking early-stage M&A activity from the previous four quarters, defined as new sell-side M&A transactions that are in preparation or have begun
07/25/2022
“Rabobank shares our belief that everyone should have access to a financial plan, no matter their level of income,” Wise adds.
07/22/2022
Female, immigrant-founded TomoCredit is targeting the 40 million credit-invisible immigrants and international students with no credit history in the US.
07/21/2022
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts
07/21/2022
Partnership will accelerate Arvest Bank's digital transformation strategy with a focus on AI, sustainability, and workforce upskilling
07/20/2022
This tool can help advisors consistently and easily demonstrate the impact of investing and cut through greenwashing by drilling down to specific information on each company in a portfolio.
07/20/2022
Leading South African firm selects award-winning solution to advance performance measurement activities
07/18/2022
The new funds will be used to pursue M&A opportunities and improve the firm’s infrastructure and data offerings, as well as expand its market coverage.
07/15/2022
With Canada's fast growing network of fintechs apps, Flinks enables easy adoption of these APIs by managing the onboarding, accreditation, and support.
07/15/2022
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
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
This partnership reflects a culture of collaboration between Link Group and FCN.
07/13/2022
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
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
Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations
07/12/2022
Winnow's automated regulatory compliance management platform gains recognition in two compliance-related categories.
07/06/2022
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/05/2022
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
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
In February, the group struck a deal to buy TORA, a cloud-based trading technology solutions firm, in a $325m deal.