03/29/2022
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
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.
03/28/2022
Brazil’s crypto unicorn 2TM would give Coinbase the leverage needed to secure a market leader position in Latin America.
03/28/2022
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/24/2022
With the introduction of robo-advice, investment management has already experienced the early influence of AI.
03/24/2022
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
03/24/2022
The update also mentioned that the implementation of this enhanced new platform has been “achieved in strategic partnership with InvestCloud
03/23/2022
A major shareholder tells the FT that the bank has not "provided a lot of metrics to judge success at this point".
03/23/2022
The ability for mutual clients to leverage the capabilities of both firms helps create an innovative and differentiated wealth management solution for the industry.
03/22/2022
It will focus on exploring and experimenting with potential technology approaches to determine how a CBDC could work.
03/22/2022
Judges noted that SupraFin had developed an app that allows users to create a basket of cryptocurrencies based on risk tolerance and suggests to the user when to rebalance. A very useful tool and an excellent submission.
03/22/2022
From rejecting crypto outright to embracing it full stop, Wall Street banks have completely changed their attitude on digital currencies in just a few years. On Monday, Goldman Sachs executed an over-the-counter crypto transaction, a first for a major U.
03/21/2022
Partnership and Connection at the Core of Organizational Transformation and Future Growth
03/21/2022
HSCM is one of a number of insurtech focused venture capital firms (VC’s), insurance brokerages and insurtech veterans that have supported Layr in this $10 million Series A funding.
03/21/2022
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
“By making business easier, the CashPro App has become an essential offering to our clients.”
03/18/2022
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.