03/26/2021
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work
03/26/2021
Tilting the needle from gold to bitcoin would mean transferring billions in cash.
03/25/2021
AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.
03/24/2021
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
A look at how the trading app makes money, its competition, and its growth potential.
03/24/2021
The latest in a series of partnerships ensures Marstone is the platform of choice for organizations seeking to offer clients consolidated digital financial planning and wellness capabilities
03/24/2021
“This acquisition represents another significant milestone for Mogo on our journey to building the leading digital wallet for Canadians.
03/24/2021
“Ultra-high-quality data is critical in powering the most innovative technologies being developed on Wall Street and beyond, and MayStreet is at the forefront for market data with its end-to-end platform,” said Kevin Grossman
03/23/2021
Acquisition from KKR follows significant growth and successful evolution to the cloud
03/23/2021
Acquisition expands TD Securities' automated trading infrastructure and capabilities
03/22/2021
The best ideas win: 35 years of SS&C Technologies
Among the organizations relying on SS&C are: nine of the top ten prime brokers, 75 of the top 100 hedge funds, and all 20 of the largest asset managers.
03/19/2021
Bitcoin is extremely volatile and does not offer strong inflation protection or diversification benefits, it said in a report.
03/19/2021
For national securities exchanges, the Division will review platforms that facilitate trading in digital asset securities and review whether they meet the definition of an 'exchange' under the Exchange Act
03/19/2021
Significant losses and share depreciation from the pandemic have forced insurance businesses to review their strategies
03/18/2021
Accenture Invests in Arabesque S-Ray to Expand Analytics Capabilities for Clients Seeking Growth from Sustainability
Deepened relationship will focus on creating new tools and services for capturing, analyzing and reporting objective measures for non-financial performance and stakeholder trust
03/18/2021
SS&C's Retirement Income Clearing & Calculation Platform (RICC) streamlines servicing, distribution and portability for revolutionary QDIA product with all recordkeepers
03/18/2021
Investment firms need at least $5 million at the bank to qualify for the new stakes.
03/18/2021
Some of this is still hard to gauge, because major developed nations
03/17/2021
How Digital SBL Offers a Roadmap to Post-COVID Liquidity
Leverage, not liquidate.
03/17/2021
SS&C Algorithmics’ first scenario analyzes COVID-19 risk with innovative stress-testing methodology