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FinTech

03/10/2022

SS&C Forms Long-Term Partnership with Australian Wealth Manager

SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.

03/10/2022

Crypto Investment and the Wealthy

Wealth-X Report Reveals New Insights Into Wealthy Crypto Investors

03/10/2022

Broadridge's LTX ® Completes Integration with Charles River Development

"The partnership with LTX empowers our buy-side clients with improved price discovery, a new source of differentiated liquidity and the ability to manage their entire trade lifecycle on one platform."

03/09/2022

Alts Platform Startup Gridline Raises $9M

Gridline founder and CEO expects to use the funding to double its head count over the next year, and projects reaching $2 billion of AUM in 2025.

03/09/2022

White House lays out ground rules for digital assets

This history underscores the need to build robust consumer and economic protections into digital asset development.

03/09/2022

STP receives growth investment from Lovell Minnick Partners

This investment will enable STP to accelerate ongoing investments in innovation, technology, workflow, and talent.

03/09/2022

State Street to enter digital custody business with Copper.co

State Street began embracing the shift to decentralised finance in June last year with the creation of a new division specifically to engage with digital assets

03/08/2022

Republic Bank Selects SEI Sphere for Cybersecurity

SEI Sphere’s End-to-End Cybersecurity Solution to Protect and Support Growing Bank

03/08/2022

Hank Payments Becomes a Member of the North American Financial Data and Technology Associations (FDATA)

FDATA provides its members with a collective seat at the industry negotiation table on several policy working groups, expert advisory groups, and task forces related to Open Banking.

03/07/2022

Staying in the game: A small bank's bid to go digital

The project marked one of Five Star’s first meaningful, non-core technology partnerships.

03/06/2022

Brazil central bank picks digital real challenge partners

The next stage of the challenge will see the projects implemented through to the end of July.

03/04/2022

Microsoft halts all new product and service sales in Russia

The company said it’s also stopping many aspects of its business in Russia in compliance with government sanctions rules.

03/03/2022

Fair Place Finance Selects Broadridge's Blockchain-based SRD II Disclosure Solution

WealthSeed will use Broadridge's new Shareholder Disclosure Hub

03/03/2022

Aviso Wealth teams up with global tech service provider

Partnership promises enhanced wealth management for all Canadians

03/02/2022

New Enhancements to Virtual Shareholder Meeting Platform by Broadridge

Virtual shareholder meetings allow shareholder meetings to be livestreamed with audio and video

03/02/2022

Elevar Equity Selects SS&C for Fund Administration

SS&C GlobeOp Private Markets will administer emerging markets venture capital funds

03/01/2022

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

New Offerings Provide Firms with Greater Choice and Flexibility

03/01/2022

d1g1t Announces Partnership With National Bank Independent Network

Agreement with Canada's leading provider of custody, trade execution and brokerage solutions underscores d1g1t's rapid growth trajectory

03/01/2022

Secret JPMorgan Division Developing Startup Investment Platform

Other services could include assisting companies with selling shares in tender offers, extending loans on private stakes

02/28/2022

Global Tensions Trigger Surge in Cyber Attacks: 5 Key Preparedness Steps

A number of agencies have issued helpful alerts in response.

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09-18-2026

Crescent Grove Advisors Elevates Andrew Krei to Chief Investment Officer

09-18-2026

A 5% wealth tax? Preparing clients for California's Billionaire Tax

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RBC Wealth Management head Neil McLaughlin plays the long game in Asia

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JPMorgan asset and wealth management operations head Julie Harris to retire in 2027

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Columbia Bank Names Chris Orr to Lead Trust Sales and Strategic Partnerships for Columbia Private Trust

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