E*TRADE stockholders voted to adopt the merger agreement with Morgan Stanley. FP Alpha announced a new client data integration with Redtail Technology. Xignite partnered with SIX to offer real-time data from SIX’s catalogue. LPL attracts Cornerstone Financial Planning from Advisor Group. Marstone Inc. will integrate its platform with Apex Clearing to double its workforce over the next years. Chalice Network was named one of the Trustworthy Companies of the year 2020. Snappy Kraken is to reveal the results of a comprehensive analysis of investment adviser marketing trends during the first half of 2020. BNY Mellon Pershing hired Emily Schlosser from Goldman Sachs as a COO.
E*TRADE Financial Corporation announced that its stockholders have voted to adopt the merger agreement with Morgan Stanley, a leading global financial services firm. In its special meeting of stockholders more than 99% of votes were cast in favor of the proposal, based on the preliminary count of proxies returned prior to its special meeting of stockholders. The final voting results will be publicly filed with the Securities and Exchange Commission on a Form 8-K within four business days.
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CEO Views have identified Chalice Network, a technology solution provider, as one of the Trustworthy Companies of the year 2020. The list highlights some of the industry’s most trusted organizations offering the best in class services in the technology landscape.
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FP Alpha, an AI-driven wealth management solution for financial advisors, announced a new client data integration with Redtail Technology, a leading provider of client relationship management solutions for the financial advice industry. This new capability not only eliminates the manual steps advisors previously used when uploading their client’s contact information into the FP Alpha tool, but more importantly, turns their Redtail client data into actionable financial planning recommendations.
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LPL attracts Cornerstone Financial Planning from Advisor Group. A Florida-based firm led by two siblings will join LPL Financial’s broker/dealer and RIA platforms, according to the independent broker/dealer. Cornerstone Financial Planning have about $160 million in assets under management.
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Snappy Kraken, an award-winning MarTech company focused on helping financial professionals automate their marketing and business processes, will on July 28, 2020 reveal the results of a comprehensive analysis of investment adviser marketing trends during the first half of 2020. Results show major shifts as advisers worked to reach current and prospective clients as the Covid-19 pandemic took hold.
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Xignite has partnered with SIX to offer real-time data from SIX’s catalogue, which includes 1,800-plus global exchanges and trading venues via Xignite Enterprise Microservices, a suite of cloud-native market data management services built to transform how firms store, distribute, manage, and control market data in the cloud.
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BNY Mellon Pershing has hired Emily Schlosser, the former head of change for Goldman Sachs’ global markets division, as its new chief operating officer, replacing Jim Crowley.
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Financial technology company Marstone Inc. will integrate its platform with Apex Clearing of New York, with plans to double its workforce over the next years, according to a news release.
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