Crédit Agricole’s Indosuez acquires 70% stake in Wealth Dynamix
Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…
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27 Jan 23
Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…
26 Jan 23
The retail wealth business of the US-based Securian Financial includes over 1,000 financial professionals across more than 30…
25 Jan 23
Charles Schwab said that Schwab Advisor Services and The Family Wealth Alliance will jointly focus on building community…
20 Jan 23
The acquisition will combine FNZ’s full service, end-to-end platform with YieldX’s fixed income portfolio management technology, which will…
19 Jan 23
IG Wealth Management will leverage Broadridge’s R.Broker solution to optimize advisor team productivity and enrich client experience
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The acquisition builds on Fidelity’s existing relationship with Shoobx, which was established in 2021, to create an equity…
26 Dec 22
The deal will combine Empaxis' middle- and back-office expertise with EXL’s data, analytics, and digital operations capabilities to…
23 Dec 22
Empaxis transforms investment operations through end-to-end process automation plus skilled outsourcing, enabling firms to dramatically lower costs, process…
15 Dec 22
BNY Mellon | Pershing is a leading provider of clearing and custody services. We are uniquely positioned to…
02 Dec 22
The company is offering the new product to all its 62 million digitally-active customers free of cost, to…