Portfolio Systems

LendingClub and BlackRock's $1B Deal Reshapes Fintech Lending
Lending & Investment LendingClub and BlackRock's $1B Deal Reshapes Fintech Lending

In a financial landscape hungry for innovation, a staggering $1 billion partnership between LendingClub (NYSE: LC) and BlackRock (NYSE: BLK), set to run through 2026, has sent shockwaves through the fintech lending sector. This monumental deal, powered by LendingClub’s cutting-edge LENDR

SS&C Unveils Black Diamond Wealth Solutions for Advisors
Lending & Investment SS&C Unveils Black Diamond Wealth Solutions for Advisors

In an era where wealth management faces unprecedented challenges, such as the massive generational wealth transfer and rapidly changing investor expectations, technology is becoming the cornerstone for advisors striving to stay ahead. A significant development has emerged in this space with the

How Did Summit Wealth Revolutionize RIA with ByAllAccounts?
Lending & Investment How Did Summit Wealth Revolutionize RIA with ByAllAccounts?

Welcome to an insightful conversation with Kofi Ndaikate, a leading expert in the fast-evolving field of financial technology. With a deep understanding of blockchain, cryptocurrency, and regulatory frameworks, Kofi brings a unique perspective to the intersection of innovation and wealth

MBA Data Drives Sector Rotation in Finance and REITs
Trends & Innovation MBA Data Drives Sector Rotation in Finance and REITs

In the ever-shifting landscape of equity markets, a surprising yet powerful indicator has emerged as a guiding force for investors navigating the complex interplay between Consumer Finance and Real Estate Investment Trusts (REITs). Mortgage Bankers Association (MBA) Mortgage Applications data, a

AI Revolutionizes Wealth Management with Efficiency Gains
Lending & Investment AI Revolutionizes Wealth Management with Efficiency Gains

Setting the Stage: A New Era in Wealth Management Imagine a wealth management landscape where client portfolios are optimized in real time, compliance risks are flagged instantly, and advisors have more time to build meaningful relationships. This is not a distant vision but the reality unfolding

Acadian Asset Management: A Top Buy with Record Growth
Lending & Investment Acadian Asset Management: A Top Buy with Record Growth

In a financial landscape where asset management firms often grapple with shrinking margins and persistent underperformance, one company stands out as a beacon of innovation and success. Acadian Asset Management (AAMI) has captured the industry’s attention with a staggering $151.1 billion in assets

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