Category: Asset Management Solutions

SEI and Canoe Intelligence Enhance Integration for Family Offices to Improve Operational Efficiency and User Experience SEI and Canoe Intelligence Collaborate to Enhance Operational Efficiency and User Experience for Family Offices OAKS, Pa. and NEW YORK, July 30, 2024 /PRNewswire/ — In a move to streamline data management workflows for family offices, SEI® (NASDAQ:SEIC) and…

The Rise of Financial Growth and Generational Wealth Transfer in the GCC Region The Gulf Cooperation Council states are on track to solidify their status as a hub for global fortunes, with financial growth, a coming generational wealth transfer, and an influx of high-net-worth individuals contributing to the region’s appeal as a fortune hub. According…

Executive and Senior Moves in North American Wealth Management – May 2023 “Executive and Senior Moves in North American Wealth Management Sector Highlighted in May” In the dynamic world of wealth management, the North American sector saw several key executive and senior moves during the month of May. These changes reflect the ongoing evolution and…

Annual Cordros Wealth Summit: Empowering Investors for “The Wealth Revolution” Cordros Asset Management, a leading financial services firm, is gearing up for its highly anticipated second edition of the Annual Cordros Wealth Summit, themed “The Wealth Revolution.” The summit, scheduled to take place on July 31 in Lagos, aims to empower investors and provide them…

Celebrating 50 Years of Bank of Valletta Group: A Journey of Evolution and Innovation Bank of Valletta Group Celebrates 50 Years of Banking Excellence 2024 marks a significant milestone for Bank of Valletta Group as it celebrates its 50th anniversary since its establishment in 1974. Over the past five decades, the bank has played a…

Wealth Broker Announces Major Upgrade to Stock Trading App: Integration of Securities Trading, Digital Asset Trading, and Wealth Management Features Wealth Broker (WB) Set to Revolutionize Digital Investment with Upgraded Stock Trading App In a groundbreaking move that is set to redefine the landscape of digital investment and wealth management, Wealth Broker (WB) has announced…

Acadian Asset Management LLC Reduces Stake in Landstar System, Inc. (NASDAQ:LSTR) Acadian Asset Management LLC, a prominent institutional investor, has significantly reduced its stake in Landstar System, Inc. (NASDAQ:LSTR) by 87.0% during the 1st quarter. This move saw the investor sell 23,610 shares of the transportation company’s stock, leaving them with 3,540 shares valued at…

SEI Investments (NASDAQ:SEIC) Institutional Investors Increase Holdings SEI Investments (NASDAQ: SEIC) has been making waves in the financial world as O Shaughnessy Asset Management LLC recently boosted its position in the company by a whopping 400.7% during the 1st quarter. This move saw the firm acquire an additional 18,342 shares, bringing their total holdings in…

Heading: Financial Technology News Summary – FCA, Plato/Turquoise, Franklin Templeton, and More The Financial Conduct Authority (FCA) has recently announced final rules on payment optionality for research, updating the Mifid II rules. This move is part of a broader package of measures aimed at strengthening the UK’s capital markets and its position as a global…

MACOM Technology Solutions Holdings, Inc. Stake Reduced by Orion Portfolio Solutions LLC Orion Portfolio Solutions LLC Reduces Stake in MACOM Technology Solutions Holdings, Inc. In a recent filing with the Securities & Exchange Commission, Orion Portfolio Solutions LLC disclosed a 13.1% reduction in its stake in MACOM Technology Solutions Holdings, Inc. The firm sold 2,365…