Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. ETX Capital Launches Zero-Commission Stock CFD Trading. Cetera Financial Group, and its private equity parent company Genstar, announced that it has completed its acquisition of the assets within the independent financial planning channel of Voya Financial Advisors. MassMutual licenses Advisor360° software to thousands of advisors. Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. Galileo, the API standard for card issuing and digital banking, owned and operated independently by SoFi Technologies, Inc. announced it has named technology and innovation leader Derek White as its new chief executive officer. PNC completes $11.6 billion acquisition of BBVA, announces Alabama leadership. Thrivent Financial has hired Carolyn Armitage, former managing director at investment bank and RIA consulting firm Echelon Partners, as the new head of Thrivent Advisor Network, the firm’s hybrid independent advisor platform. Foreside Financial Group, LLC, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced the acquisition of the compliance consulting practice of Golden Bear Consulting Group, LLC , a boutique regulatory compliance consulting firm based in Newport Beach, California.
Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody.
Find details here.
ETX Capital Launches Zero-Commission Stock CFD Trading.
Find details here.
Cetera Financial Group, and its private equity parent company Genstar, announced that it has completed its acquisition of the assets within the independent financial planning channel of Voya Financial Advisors.
Find details here.
MassMutual licenses Advisor360° software to thousands of advisors.
Find details here.
Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has acquired AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries.
Find details here.
Galileo, the API standard for card issuing and digital banking, owned and operated independently by SoFi Technologies, Inc. announced it has named technology and innovation leader Derek White as its new chief executive officer.
Find details here.
PNC completes $11.6 billion acquisition of BBVA, announces Alabama leadership.
Find details here.
Thrivent Financial has hired Carolyn Armitage, former managing director at investment bank and RIA consulting firm Echelon Partners, as the new head of Thrivent Advisor Network, the firm’s hybrid independent advisor platform.
Find details here.
Foreside Financial Group, LLC, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced the acquisition of the compliance consulting practice of Golden Bear Consulting Group, LLC , a boutique regulatory compliance consulting firm based in Newport Beach, California.
Find details here.
