04/09/2024
The company provides a wide range of advisory services, including operating model and cost transformation, talent and culture, finance, and sustainability.
04/02/2024
Coadjute has also received funding from NatWest, Nationwide, and Rightmove.
04/02/2024
The acquisition expands iCapital’s data management and reporting capabilities.
03/28/2024
The majority of Americans – as many as 65%, per Charles Schwab’s Modern Wealth Survey 2023 – have no formal financial plan.
03/27/2024
U.S. Fund Brand 50
03/26/2024
The firm says it utilises AI and cloud-native tech “to modernise and streamline investment accounting operations and workflows”.
03/26/2024
As part of its investment in GSS, CBA will join the company’s main board as an observer.
03/15/2024
Company said it was robustly cash flow positive, Julie, in 2023, expects the same in 2024.
03/12/2024
Fraser Mitchell, technical director at SmartSearch, said: “Individuals who reside internationally are often perceived as higher risk, and yet regularly have the weakest level of verification.
03/11/2024
Following extensive machine learning (ML) training in a back-testing environment, the firm just started applying the technology to live data
03/08/2024
Active ETF Trend Provides Growth Opportunity for Asset Managers
03/07/2024
The new agreement offers managed data services to Murex buy-side customers as part of the MX.3 for Investment Management solution.
03/07/2024
To date, Team8’s innovative model has resulted in the creation of 20 companies and investments
03/06/2024
Iress’ relationship with In Partnership spans nearly 20 years,
03/06/2024
Citi's investment, the size of which has not been disclosed, comes after a $6 million funding round last year for Miami-based Capstack.
03/04/2024
The FCA, through consumer duty and subsequent actions, consultations, and statements, has put real consumers at the heart of its thinking and future plans.
03/04/2024
As businesses continue to navigate the complexities of the digital age, Flow’s objective is to deliver innovative digital solutions to make scaling online operations accessible to all businesses regardless of size.
02/26/2024
Specifically, it aims to expand Mamamoni’s network of female agents, thereby enhancing financial inclusion across Nigeria.
02/26/2024
The deployment of these offerings in the cloud, hosted by Microsoft Azure, ensures enhanced agility and speed of change for BHSF.
02/22/2024
Following last year’s announcement of the abolition of the LTA, many advisers will want to be able to reassure their clients of the best ways to plan for their future.