06/07/2023
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/07/2023
The rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
06/07/2023
The desire among clients to compare products is growing, but navigating the investments is nearly impossible.
06/07/2023
FusionIQ's finTAMP delivers the first true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital investment management technology.
06/07/2023
The FX technology solution from Integral delivers advanced liquidity aggregation, a fully customisable pricing engine, and simple API integration.
06/07/2023
Globally systemically important banks have more stringent capital requirements than their smaller counterparts, and the additional time gives UBS more leeway to manage the complicated transaction.
06/07/2023
Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.
06/06/2023
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.
06/06/2023
The Swiss private banks made progress on the subject of digitization last year.
06/06/2023
With about $350m in assets under management, the owners serve over 150 clients alongside a team of advisers and support specialists.
06/06/2023
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Adviser Services Holdings expands national advice arm
06/06/2023
The development all but ends management's months-long campaign to acquire the company.
06/06/2023
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
In Singapore, the central bank employs 11 people in total and it is currently the SNB's only foreign branch.
06/06/2023
Partnership with Investment 20/20
06/05/2023
The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.
06/05/2023
Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.