Portfolio Systems

1st MidAmerica CU Data Breach Affects 131,070
Lending & Investment 1st MidAmerica CU Data Breach Affects 131,070

A significant data breach originating from a third-party software vendor has compromised the sensitive personal information of over 131,000 individuals associated with 1st MidAmerica Credit Union, a not-for-profit financial institution serving members across Illinois and Missouri. The incident,

What Will Drive Wealth Management's Future?
Lending & Investment What Will Drive Wealth Management's Future?

The traditional foundations of wealth management are rapidly giving way to a new paradigm where digital fluency and strategic foresight will determine the next generation of industry leaders. As the sector navigates a complex environment of expanding assets and tightening profit margins, a clear

Review of Starboard Sygnum BTC Alpha Fund
Blockchain & Cryptocurrency Review of Starboard Sygnum BTC Alpha Fund

For years, the primary strategy for Bitcoin investors has been a simple yet nerve-wracking one: buy and hold, weathering extreme volatility while hoping for the next explosive bull run. This passive approach, however, leaves a significant opportunity on the table: the ability to make holdings

EXANTE Taps Alex Kishchuk as Trade Desk Lead
Lending & Investment EXANTE Taps Alex Kishchuk as Trade Desk Lead

A Strategic Appointment to Bolster Global Trading Operations As a global brokerage navigates the complexities of international expansion, the strength of its trading infrastructure becomes the ultimate linchpin for sustained success and client trust. In a decisive move to fortify its operational

Is Wealth Management Ready for Private Markets?
Lending & Investment Is Wealth Management Ready for Private Markets?

The relentless democratization of private markets has thrust a once-exclusive asset class into the portfolios of mainstream investors, yet the underlying operational systems within wealth management often remain stuck in a bygone era of spreadsheets and manual data entry. This growing disconnect

Will a Ticker Change Affect Your CIBC ETF?
Lending & Investment Will a Ticker Change Affect Your CIBC ETF?

In the fast-paced world of financial markets, even a seemingly minor administrative change can cause a ripple of concern among investors who meticulously track their portfolios. CIBC Asset Management Inc. (CAMI), the investment management arm of the Canadian Imperial Bank of Commerce, has recently

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