Institutional Investment & Trading

Wealth management firms risk losing billions through advisor attrition and yet most firms are not doing enough to prevent it, according to Juan Cruz Garzón, COO and co-founder of Fligoo.  

Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from Fligoo.  

Allvue Systems, a distinguished provider in technology for alternative asset managers and fund administrators, recently introduced Fund Administration Essentials.

Square, a global technology and FinTech company known for its innovative business solutions, has announced the UK launch of Square Card, a business spending...

Deutsche Bank, a leading global financial services provider, has announced the launch of dbX, its next-generation integrated correspondent banking ecosystem. The platform was developed to...

Dynasty Financial Partners, a prominent player in the FinTech sector, has successfully closed a minority capital raise aimed at accelerating its growth trajectory.

Quartr, a prominent software and data provider, today announced the closing of a $6 million investment from Altos Ventures.

Investors are increasingly likely to move away from wealth managers who fail to implement modern technological solutions.

In a revealing study conducted by Kidbrooke, the 2024 Fund Information Review highlighted significant gaps in how Swedish fund companies present crucial investment information to their clientele.

Understanding the mindset of intermediaries is paramount for asset managers aiming to engage and collaborate with broker-dealers effectively. It's essential to grasp the key drivers behind their decision-making processes and identify critical contacts within their home offices. Such insights can highlight potential leverage points even before partnerships are forged.