Research indicates flat deposit growth in 2025, examines key branching activity, demographic and economic shifts
Research indicates flat deposit growth in 2025, examines key branching activity, demographic and economic shifts
LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie...
Integration-as-a-Service reduces expense and “Project Fatigue”
The newest solution from Alloy includes actionable AI to show financial institutions and fintechs where attacks are coming from and how to stop them
From mortgages to loans, the world’s largest building society delivers real-time solutions to enhance customer satisfaction
Managed offering enables clients to rapidly launch branded shopping sites featuring cashback, coupons, personalized deals, and retail media promotions
Prelim, a Silicon Valley-based fintech leader renowned for its award-winning omnichannel onboarding solutions, has announced a strategic partnership with Vantage Bank, a $4.4 billion Texas-based community bank. Through this collaboration, Vantage Bank will implement Prelim’s cutting-edge onboarding platform, streamlining the account opening process for consumers, small businesses, and commercial clients. This digital-first solution will replace the bank’s legacy in-branch systems while significantly enhancing its online capabilities. “This partnership underscores our commitment to delivering a best-in-class...
Leading fraud and risk platform recognized for revolutionizing fraud and compliance
New solution strengthens defenses against rising business impersonation and fraud rings
Cboe Canada’s exchange platform successfully migrated to the Cboe TitaniumSM technology platform on March 3, completing 15-month integration effort Cboe Canada joins Cboe’s equities and derivatives markets across the U.S., UK, Europe, Australia, and Japan running on Cboe Titanium Cboe Titanium positions Cboe Canada to further grow its business, address diverse needs of clients, and expand trading solutions it provides in the Canadian market Highly performant technology platform to make trading experience more efficient, providing access to Cboe’s network of...