08/01/2022
Schwab Set To Launch A Crypto-Related Thematic ETF In August
Shwab indicates that with an annual operating expense ratio of 0.30%, STCE will be the lowest cost crypto-related ETF available to investors.
FinTech
07/28/2022
SEI Launches Growth Lab
Practice Management Hub Offers Advisors Actionable Tools and Advice
07/28/2022
Signature Bank bet big on crypto — and must now reckon with the crash
The best-performing US bank of last year has seen its share price tumble
07/26/2022
SS&C GlobeOp Forward Redemption Indicator: July notifications 1.82%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform, divided by the AuA at the beginning of the month f
07/26/2022
SS&C Intralinks Sees Active Q3 2022 for M&A Despite Slowing Volumes
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 selects US fintech InvestCloud for financial planning tools
“Rabobank shares our belief that everyone should have access to a financial plan, no matter their level of income,” Wise adds.
07/22/2022
Morgan Stanley and Mastercard back credit-building startup TomoCredit
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
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
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
Arvest Bank Collaborates with Google Cloud to Transform Community Banking
Partnership will accelerate Arvest Bank's digital transformation strategy with a focus on AI, sustainability, and workforce upskilling
07/20/2022
YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact
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
Momentum Investments Selects SS&C Sylvan
Leading South African firm selects award-winning solution to advance performance measurement activities
07/18/2022
US fintech Pico receives $200m investment from Golden Gate Capital
The new funds will be used to pursue M&A opportunities and improve the firm’s infrastructure and data offerings, as well as expand its market coverage.
07/15/2022
EQ Bank selects Flinks for open banking data sharing
With Canada's fast growing network of fintechs apps, Flinks enables easy adoption of these APIs by managing the onboarding, accreditation, and support.
07/15/2022
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix
This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
07/14/2022
Pontera and Hilltop Wealth Advisors Announce Partnership to Improve Client Retirement Outcomes
RIA firm Hilltop Wealth Advisors partners with Pontera to securely manage and trade clients’ held away accounts, including 401(k)s, 403(b)s, and more
07/13/2022
Link Groups partners with US-based Financial Coaches Network
This partnership reflects a culture of collaboration between Link Group and FCN.
07/13/2022
Eton Solutions Raises US$ 38 Million Series C Funding
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
Founders of bankrupt crypto hedge fund 3AC go missing, as investors try to recoup assets
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
Private Advisor Group Launches Entreda as Cybersecurity Risk-Mitigation and Compliance Solution
Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations
07/12/2022
Winnow Named as Finalist in 2022 Wealth Management "Wealthies" Industry Awards
Winnow's automated regulatory compliance management platform gains recognition in two compliance-related categories.