Former Senior Vice President of Innovation at Mariner and Founder of Obsydian will lead solutions, data orchestration, AI and security initiatives, building on his experience transforming RIAs
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity
Company reports treasury asset value per share of $11.901 as of September 7, 2025 Board-authorized $250 million stock repurchase program now underway with Cantor Fitzgerald appointed as buyback agent News follows the September 5, 2025, publication of the Chairman’s Message, which outlines Company’s growth strategy and opportunity
PCI Pal, the global SaaS provider of secure payment solutions for business communications, today announced the appointment of Kathy Varney as its new Chief Marketing Officer (CMO). Kathy brings more than two decades of leadership in global marketing, with a proven track record of scaling B2B technology brands and enabling partner-led growth. With deep expertise in strategic marketing, demand generation, and customer experience transformation, Kathy has led high-performing teams across international markets. Prior to joining...
Key Facts: Revolutionary AI-enabled solution helps address operations capacity gap as firms across banking, capital markets, insurance and payments struggle with growing data volumes AutoRek ARIA marks a shift in to the “agentic reconciliation” era, moving from programmed automation to intelligent automation Solution’s capabilities include dynamic learning, intelligent exception management, real-time coworking and assisted solution development
The agency broker partners with a panel of four market makers, including XTX Markets, to expand access to bilateral liquidity in Europe
Partnership accelerates onboarding, simplifies compliance, and eliminates repetitive work
Award-Winning AI Chat Sets New Standard for Workflow Automation, Time Savings, and AUM Growth for Financial Advisors
Funding underscores demand for clean, connected client data across wealth management
Delivering Integrated Order, Payment and Loyalty Solutions for Enterprise Merchants