05/26/2021
These products reportedly include structured investments, annuities, and defined outcome ETFs—to over 85,000 financial professionals “spanning more than 50 distribution networks.
05/26/2021
“There’s never been more adviser technology around than there is today. "
05/25/2021
Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator
05/25/2021
Bitcoin fell approximately 30% in response to the Chinese government plan to curb trading and Elon Musk realising that Bitcoin mining uses a lot of environmentally damaging energy.
05/25/2021
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
05/25/2021
Her PHD from the London School of Economics focused on the challenges banks faced in dealing with the pace and scale of regulatory changes following the 2008 financial crisis.
05/25/2021
How digitalizing client experience can drive client acquisition and retention
05/25/2021
In the absence of a superior proposal, and subject to the independent expert concluding that the revised scheme is in the best interests of Mainstream shareholders
05/24/2021
The platform’s developers claim they’re pioneering a new model in DeFi insurance that will insure platforms and protocols “against a comprehensive range of risks.
05/24/2021
SS&C's comprehensive offering vastly improves fund accounting and reporting exceeding our clients' information and communications requirements on a single easy-to-use platform, so we can focus on helping our clients make decisions.
05/24/2021
SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.
05/24/2021
New technology tool streamlines the process of packaging and presenting high-quality proposals, helping advisors share customized recommendations with clients
05/21/2021
FE fundinfo's 2021 Financial Adviser Survey reveals how advisers are investing in technology to meet the challenges and opportunities emerging through the Covid-19 pandemic
05/20/2021
Agreement marks important step in developing digital escrow as a universally trusted and accepted settlement method for trade and commerce
05/20/2021
Blocksize Capital provides financial institutions with cutting-edge technology allowing them to embrace this fundamental transformation.
05/20/2021
Cloud computing is in fact a great opportunity to reduce costs, increase efficiency, scalability, and security.
05/19/2021
Dynasty Financial Partners joins Mariner Wealth Advisors in putting Eaglebrook Advisors' SMAs for digital assets on their investment platforms.
05/19/2021
Bitcoin will not do this and the logic for investing in it is not sound.
05/19/2021
These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.
05/18/2021
Awarded for their innovative use of technology to solve a significant industry problem