Brightly named an Industry Leader in AIP Software
August 31, 20235 min
Recognition represents the company’s commitment to deliver intelligent asset management and capital planning solutions to the global market
Merit Financial upgrades Client Experience with Nitrogen Growth Platform
August 23, 20234 min
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities
Cboe Global Markets announced new appointment
August 18, 20234 min
Cboe Global Markets, Inc, the world’s leading derivatives and securities exchange network, announced Mandy Xu had joined the company as Vice President and Head of Derivatives Market Intelligence. In this role, Xu is planning to produce high-level insights and analysis on derivatives market themes and flows, with a focus on furthering client education on Cboe’s markets and its leading suite of derivatives products. “Being a trusted derivatives marketplace and information provider is part of Cboe’s...
Beacon Capital Management recognized in 2023 RIA Ranking
August 17, 20232 min
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
LaSalle St. outlined concierge support program for advisors
August 1, 20233 min
Firm Provides Personalized, Hands-On Support for Advisors Considering Technology Investment and Allocations within a Practice Firm Delivers Strong First Half 2023 Growth Due to Bespoke Advisor Support
OneSeven and Merchant align with Callahan Financial
July 31, 20233 min
Strategic, collaborative partnership equips $200M RIA for next phase of growth
EarlyBird unveiled EarlyBird 2.0: Family Finance Reimagined
July 27, 20234 min
EarlyBird, the leading innovator in family finance, proudly announces the highly anticipated launch of EarlyBird 2.0. This groundbreaking new platform sets an elevated standard in family finance, introducing a novel approach that uniquely combines fintech and social. With EarlyBird’s newest launch, they aim to foster financial growth for children by introducing a unique community-based investing experience that connects family and friends to the children they love through the celebration of meaningful milestones and moments. “After...
Salmon raised USD 20MM of Financing
July 24, 20236 min
Consumer fintech Salmon announces it has secured a USD 20MM debt facility from U.S. emerging-markets specialist investment firm Argentem Creek Partners, enabling Salmon to further scale its lending operations across the Philippines. Building on significant investor interest in the debt placement, Salmon will expand its loan book, leveraging its existing point-of-sale and cash loan lending, and will launch new disruptive products in the second half of 2023. The debt transaction, which was completed despite the...
Sapiens CoreSuite is recognized as a “Luminary” PAS solution excelling in both Advanced Technology and Breadth of Functionality in EMEA Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced today that Sapiens CoreSuite for Life & Pensions has won Celent’s 2023 XCelent award for the Breadth of Functionality category in the EMEA region. Research and consulting firm Celent analyzed 35 policy administration systems for life and pension insurance, using the...
Amber Group, a leading provider of digital wealth management and crypto native liquidity solutions, announced that it reached an agreement on a strategic framework of investment and technology cooperation with Hong Kong Digital Asset Exchange (‘HKD.com’), a first-of-its-kind digital assets exchange offering both online and physical branches along with a robust crypto ATM and POS network. This landmark agreement, valued at multi-million dollars, provides an exciting opportunity for both Amber Group and HKD.com to share insights and...