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| | | ... further explained that the software specialist will retain its "entrepreneurial culture" whilst benefitting from HUB24's technology infrastructure and shared services. It added myprosperity will be incorporated into the Platform segment within HUB24's ... |
| | | | GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ... |
| | | | Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ... |
| | | | ... deposits-left SVB acutely exposed to the specific combination of rising interest rates and slowing activity in the technology sector that materialised in 2022 and early 2023," it said. Holding up its own hands, the Federal Reserve added that supervisors ... |
| | | | ... tenure. Swanson will step down at the end of June, at which time Gooderick, currently the firm's group executive, technology and development, will take over. The board thanked Swanson for his contribution and dedication to ClearView and the broader ... |
| | | | ... Creativemass' flagship product WealthConnect caught the eye of AMP in 2021, promising "to deliver a high-quality technology solution" for its advice network and build on the foundations of ClientHUB, the firm's proprietary practice management ... |
| | | | Iress is rolling out a new tool providing simple, digital financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including ... |
| | | | ... including superannuation funds, with access to Tradeweb's global multi-asset platform, deep liquidity and advanced technology," Tradeweb said. "Conversely, Tradeweb customers worldwide would benefit from increased liquidity, pre-trade transparency, and ... |
| | | | ... concentrated deposit base, with few retail investors and numerous business deposits originating from the same industry (technology) and region (US West Coast). As the Federal Reserve raised interest rates and funding costs surged, many tech start-ups ... |
| | | | ... make it easier for super funds and retirees to access. "We have made significant investments in leading edge annuity technology and retirement solution infrastructure to support rapid and efficient integration to meet the immediate demands of Australian ... |
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