TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms
Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.
FinTech
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Broadridge overlays Nifix Matching with Symphony messaging
This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.
Broadridge Reports Second Quarter Fiscal 2025 Results
Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290 - $330 million
Wealth management platform Prosper secures $4.9m
The firm will also use the capital to scale its customer base quickly.
Danske Bank to integrate BlackRock’s Aladdin Wealth platform
Aladdin Wealth is a technology platform that unifies investment management by combining portfolio analysis, risk assessment, and data-driven insights.
WealthTech startup Myne raises $2 million in pre-Seed funding
This milestone is set to propel Myne toward its mission of redefining how individuals and businesses track and manage their finances.
New Mountain Capital Launches Wealth Solutions Team and Platform
NMC is building Wealth Solutions team and platform to service the private wealth market
Wealth-tech OneVest raises $20m in Series B financing
This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.
Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row
Mega settlements on the rise as antitrust settlements maintain record pace
Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’
This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.
"AI generates an alert in the event of an atypical transaction"
AI has been present in finance for a long time but the sector remains very cautious about its use.
Trends in banking 2025: 58 billion USD for AI, cloud and data protection
At the same time, a digitally savvy generation of investors is pushing for seamless, transparent services.