Fintech platform ARQ, has chosen Open Finance leader Moneyhub to power its cutting-edge technology with data and intelligence, providing investors with insights into all their wealth and assets, from pensions to property.
T-Scape is developing a solution to help wealth managers and other Intermediaries meet one of the regulatory requirements of the Shareholder Rights Directive (SRD) II that comes into effect on 3 September 2020.
Quilter it has partnered with Spill, specialists in workplace mental health, to launch new online resources and a personal counselling service for financial advisers and their staff.
Saffery Champness Registered Fiduciaries (Saffery Champness) has launched a new offering in the Cayman Islands – Saffery Trustee Company (Cayman) Limited (STCCL) which will provide Cayman trust and corporate services as a registered controlled subsidiary of a licensed Cayman trust company.
ITI Capital has launched a new discretionary and advisory service, named ‘ITI Investments’, which is expected to go live at the end of July 2020.
Iress has integrated its investment research and data tool, FE Analytics, with its Xplan software.
Equiom has acquired Borean Corporate & Financial Services BV, a trust and corporate services provider based in the Netherlands.
Millennials, and to a lesser extent Gen Xers, have been rushing into financial markets to capitalise on the steep increase in volatility as they adjust to Covid-19 disruptions.
TrustQuay, a technology provider to the corporate services, trust and fund administration markets, has signed an agreement with LGL Group to migrate its business onto the TrustQuay NavOne system.
LaSalle St, a family of independent wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has launched a new Fund and Annuity Direct Help Desk.