by FA Staff
The partnership will allow CAPTRUST to consolidate its alternative products on one platform.
by FA Staff
The move sets Foundation Source up for future growth, the organization said.
by
Karen DeMasters
Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.
by FA Staff
Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.
by
Karen DeMasters
Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.
by
Edward Hayes
Only 10% of respondents said they have all the tech they need.
by
Tracey Longo
Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.
by FA Staff
Mirador is a provider of investment data aggregation and financial reporting.
by
Tracey Longo
Robo-based RIAs wanting to register with the SEC can't see people in person anymore.
by
Jennifer Lea Reed
Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.
by
Tracey Longo
Delphia (USA) and Global Predictions agreed to pay $400,000 in penalties for the false claims, the agency said.
by
Edward Hayes
The company is devoting $60 million to its technology budget this year, CEO Michael Kim said.
by
Tracey Longo
Even AI engineers have a problem conveying how the technology works, the regulator said.
by FA Staff
Casady has been a leader in fintech and philanthropy for four decades.
by FA Staff
The agreement gives Ashton Thomas Securities advisors more capabilities, BNY Mellon's Pershing said.
by
Robert Cruz
Self-reporting can reduce the financial penalties for off-channel communications violations.
by
Saritha Rai
The case marks an escalation in the one of the highest-profile clashes in the emerging field of AI.
by
Edward Hayes
Luma Financial Technologies has expanded its relationship with Yieldstreet to offer alternative investment products to Luma's advisors.
by
Jack Sharry
Two fintech leaders discuss the dynamics of innovation.
