Eton Solutions Expands Wealth Management Suite to Fund Managers Worldwide
November 25, 20255 min
Leading Global Private Equity Firms Adopt Eton Solutions’ PE Offering to Meet the Direct Needs of Fund Managers
Heron Finance, Inspira Bring Institutional-Grade Custody to Private Credit
November 14, 20254 min
Heron Finance and Inspira Financial are joining forces to elevate the protection of private credit assets for accredited investors, family offices, and financial advisors. Under this relationship, Inspira will act as Heron’s qualified custodian—reinforcing independence, transparency, and confidence in how investor assets are safeguarded. “We’re excited to work with Heron Finance, combining Inspira’s custodial expertise with Heron’s mission to expand access to institutional-grade private market investments. Together, we’re helping deliver greater transparency and confidence for...
SEI Expands Tax Management and Overlay Capabilities
November 13, 20255 min
ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for Investors
Envestnet Elevate 2026 Conference Registration Open
October 29, 20254 min
Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How Adaptive WealthTech Drives Productivity & Growth to Create a Lasting Competitive Advantage Envestnet announces that registration is open for Envestnet Elevate 2026, scheduled for May 19-20, 2026 at the Phoenix Convention Center in Phoenix, AZ. More than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset managers are expected to converge at this year’s top industry conference. The agenda will...
InFocus Launches Digital Unit with Mythos for Blockchain & AI
September 2, 20254 min
InFocus Group Holdings Limited, a data analytics and software solutions company, has unveiled InFocus Digital Ventures, a new unit dedicated to blockchain, digital assets, AI, and frontier technologies – backed by an AUD 10 million financing facility from Asia-Pacific digital asset powerhouse Mythos Group. “InFocus Digital Ventures is where our existing product and services platform meets the future of digital assets,” said Ken Tovich, CEO of InFocus. “With Mythos as a long-term partner, we now have the capital, the...
When capital meets climate: why Africa is the next sustainable boom
August 6, 202517 min
When capital meets climate, Africa emerges as the next sustainable boom. Strategic green finance fuels renewable energy, agriculture innovation, and resilient growth.
MDOTM Ltd Wins Morningstar’s 2025 Fintech Showcase
July 23, 20255 min
MDOTM Ltd's AI Platform, Sphere, wins Morningstar's Fintech Showcase for its AI-driven portfolio rebalancing at scale, mass personalization, and automated reporting capabilities
The Innovative Advisory Program Gives Clients and Advisors Enhanced Investment Choice, Personalization and Efficiency
Cambridge, iCapital Expand Access to Alts and Education
May 22, 20253 min
Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clients
78% of global business and technology leaders reported that their use of artificial intelligence (AI) has helped improve fraud detection and risk management. 56% said they are scaling or fully implementing AI, and 45% plan to increase investment over the next two years. High implementation and maintenance costs and lack of in-house expertise are slowing wider adoption. Global business and technology leaders are already seeing benefits from the use of AI and automation, with over...