03/02/2021
We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.
02/28/2021
Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry
02/28/2021
Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.
02/26/2021
The combination will create a best-in-class digital advice platform for advisor networks and advisors, as well as manufacturers looking to offer their products.
02/26/2021
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.
02/26/2021
The company demonstrates that innovation is a continuous process.
02/26/2021
One of the major responses from the industry to evolve alongside these transitions has been consolidation.
02/26/2021
Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.
02/25/2021
Apex, now valued at $4.7 billion, is one of many fintechs choosing to enter the public market via SPAC.
02/25/2021
The DZ BANK team also manages international trade finance processing requests from the bank’s Hong Kong branch.
02/25/2021
Many of the personal challenges people have faced this last year would have been well served by an in-person meeting
02/24/2021
Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos
02/24/2021
2020 was one of the most turbulent years in recent history
02/24/2021
Should we consider working with partners that can deliver technology innovation for our front office
02/23/2021
By increasing the sales productivity and lowering the operating costs, Intellect allows financial institutions to serve a larger market size.
02/23/2021
Widening gap emerges between Leaders and Non-leaders
02/23/2021
Within our investment process we select reasonably priced profitable quality compounders with a high purity factor that benefit from long-term FinTech trends.
02/23/2021
Firms are now shifting priorities based on the benefits achieved to date.
02/22/2021
SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%
02/22/2021
People with more social connections were better equipped to deal with the challenges of lockdown.