CI Financial will acquire RegentAtlantic, a New York-based RIA with $6 billion in managed assets. The deal will push CI over $100 billion in U.S. assets only two years after its first U.S. acquisition, according to the Canadian financial services firm. RegentAtlantic has offices in New York City and Morristown, […]
Financial Management
CHARLOTTE, N.C. & CALGARY, Alberta–(BUSINESS WIRE)–InfraSight Software Corporation (InfraSight) and GRID Dynamics, Inc. (GRID) have agreed to integrate InfraSight’s Inframeter™ technology with GRID’s industry-leading Financial Planning & Analysis (FP&A) and Enterprise Performance Management (EPM) solutions. Inframeter™, an IT Financial Observability Platform: Works across Hybrid IT and Multi-Cloud investments; Measures disparate […]
Ritholtz Wealth Management has teamed up with WisdomTree to launch the RWM WisdomTree Crypto Index that will provide exposure to Bitcoin (36{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}), Ethereum (20{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}) and 11 other cryptoassets (at 4{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} each). Those 11 additional cryptoassets include layer-1 networks, layer-2 protocols, oracle networks, crypto indexing services, decentralized finance (DeFi) and the metaverse. While […]
The wealth management industry is in the midst of a technological transformation as firms look toward technology to address challenges with profit growth, changing demographics and operational efficiency. This phenomenon is particularly noticeable in estate planning, an area long overdue for disruption that currently requires wealth managers to spend resources […]
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By integrating systems and unifying data across 26 siloed legacy services, RBC Wealth Management — U.S. has reduced new client onboarding from several days to an average of 24 minutes, eliminated 200 to 300 pages of paper documents, and gone from needing 30-plus signatures to signing packets with just one […]
When it comes to satisfaction scores, wealth managers trail behind banks and insurers. Wealth managers should invest in digital tools that allow clients to access educational information through the app. Insider Intelligence publishes hundreds of insights, charts, and forecasts on the Fintech industry. Learn more about becoming a client. The […]