02/19/2026
K1x, a leading tax automation software provider for the North American family office and family wealth industry, has been selected as a finalist in the following category at the Thirteenth Family Wealth Report Awards 2026: Innovative Use of AI The annual
02/19/2026
We look forward to transforming our firm's existing infrastructure to empower our investment teams
02/18/2026
This award further consolidates BBVA’s position as a benchmark in international trade solutions and strengthens its value proposition at the regional level.
02/16/2026
Employees are required by law to receive their pay through conventional bank accounts.
02/12/2026
This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation.
02/12/2026
Despite increased usage of digital investment tools, investors remain hesitant to fully outsource to online-only advice
02/11/2026
Finn stressed that his firm’s business model is based on the “advisor-client relationship.”
02/11/2026
Despite the challenges, financial services firms in the U.S. lead their global counterparts in AI maturity, according to a Finastra report.
02/10/2026
Both lenders have outlined plans to use the technology to boost efficiency and profits
02/09/2026
Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide
02/09/2026
Goldman is still in the early stages of developing agents based on Anthropic's Claude model
02/09/2026
Financial performance has kept pace with this user growth.
02/06/2026
This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.
02/06/2026
The Y Combinator-backed startup uses 30+ AI agent specialists to handle research, compliance and transactions for accredited investors seeking pre-IPO deals.
02/03/2026
The study shows a clear increase in investor interest across non-traditional investment categories
01/29/2026
Expands partnership with Broadridge to support administration of its new, proprietary voting service
01/28/2026
Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies
01/24/2026
Merrill Edge is one of IBD's 10 Best Online Brokers for 2026.
01/22/2026
The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein
01/22/2026
The company argues that many SMEs face limited access to affordable capital not because of weak credit profiles, but due to outdated systems at traditional lenders or higher-cost options from alternative providers.