Portfolio Systems

Carlyle's Intelliflo Acquisition Fuels Wealthtech Consolidation
Lending & Investment Carlyle's Intelliflo Acquisition Fuels Wealthtech Consolidation

In a landscape where wealth management is being redefined by digital innovation, Carlyle Group's $205 million acquisition of Intelliflo, a leading UK-based provider of wealth management software, emerges as a defining moment for the industry. This transaction, far from being a mere financial

How Can Dawn Carpenter Combat Fraud at Auto Finance Summit?
Regulatory & Compliance How Can Dawn Carpenter Combat Fraud at Auto Finance Summit?

In the ever-evolving landscape of auto finance, fraud remains a persistent threat that challenges even the most established players in the industry, demanding innovative strategies and collaborative efforts to stay ahead of sophisticated schemes. As financial institutions grapple with emerging

CIBC Launches Four New ETFs for Income and Growth in Canada
Lending & Investment CIBC Launches Four New ETFs for Income and Growth in Canada

In a financial landscape where balancing income and growth remains a persistent challenge for many Canadian investors, a notable development has emerged to address these needs with innovative solutions. CIBC Asset Management Inc., a subsidiary of one of Canada’s leading financial institutions, has

Custodia CEO Warns of Crypto Risks to Traditional Finance
Lending & Investment Custodia CEO Warns of Crypto Risks to Traditional Finance

The intersection of cryptocurrency and traditional finance has reached a pivotal moment, where the rapid evolution of digital assets is exposing critical vulnerabilities in long-standing banking systems, and as more mainstream financial institutions dip their toes into the crypto market, the risks

Why Does the Gender Gap Persist in UK Pension Savings?
Lending & Investment Why Does the Gender Gap Persist in UK Pension Savings?

Exploring the Pension Landscape Imagine a retirement system where overall savings remain robust, yet beneath the surface, a stark divide threatens the financial security of half the population. In the UK, pension contributions have shown remarkable resilience, with average quarterly figures holding

Top RIA Billing Software for Accuracy and Efficiency
Lending & Investment Top RIA Billing Software for Accuracy and Efficiency

In the high-stakes environment of Registered Investment Advisors (RIAs), where every decimal point in a fee calculation can make or break client trust, billing accuracy is not just a preference but an absolute necessity. A single error in invoicing or fee computation can lead to financial

Loading

Subscribe to our weekly news digest.

Join now and become a part of our fast-growing community.

Invalid Email Address
Thanks for Subscribing!
We'll be sending you our best soon!
Something went wrong, please try again later