What if the daily grind of investment professionals could be cut in half with a single, intelligent tool? Picture asset managers and financial advisers drowning in data, compliance checks, and endless paperwork, only to find a solution that automates the chaos and sharpens their focus on what truly
I'm thrilled to sit down with Kofi Ndaikate, a seasoned expert in the fintech landscape, whose deep knowledge of blockchain, cryptocurrency, and regulatory frameworks has made him a sought-after voice in the industry. Today, we’re diving into Voya Financial’s latest innovation, WealthPath, a
In a dramatic clash within the financial sector, a group of investors is locked in a heated contest to spearhead a class-action lawsuit against Fiserv, a leading payment processing company headquartered in Milwaukee, Wisconsin. Allegations of deceptive practices and misleading statements tied to
In the fast-paced realm of wealth management, a quiet revolution is underway as custody technology evolves from a mere operational function to a pivotal force reshaping the industry, often compared to the unseen yet essential “Intel Inside” of advisory firms. Custody services handle critical tasks
In a transformative move shaking up the financial sector, Comerica Bank and Fifth Third Bancorp have announced a monumental $10.9 billion all-stock merger, positioning the combined entity as the ninth-largest bank in the U.S. with an impressive $288 billion in assets. Slated to finalize in the
In the rapidly shifting landscape of wealth management, where precision and speed define success, the integration of modern trading APIs has emerged as a transformative force for firms aiming to maintain a competitive edge. These digital tools are reshaping how wealth managers operate, enabling
