Tag: advisory services

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.

Pennylane, a France-based FinTech offering a all-in-one financial tool, has successfully raised €40m from Sequoia Capital and DST Global.

CBIZ has announced the strategic acquisition of information security consulting firm Pivot Point Security for $6.6m.