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CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O'Brien and Claudine Martin to its management team..
Refinitiv Lipper Reports $1 Trillion Gain in Equity Funds in 3rd Quarter of 2020
Fintech and data firm Refinitiv (through it's Refinitiv Lipper division) has just released the results of a Q3|20 report noting that AUM in exchange-traded products and mutual funds rose $1.024 trillion.
Crowdfunding Rises to Challenge in Wake of COVID Venture Belt Tightening
The metrics are now largely in for capital market trends in Q2 and, at the lower end of the market at least, tell a compelling story of fundamental shifts in private capital raising...
Advisor Domain: Lessons from the Morgan Stanley Recycling Debacle
Last week, the Treasury Department announced it was fining Morgan Stanley $60 million over mishandled data center decommissioning back in 2016. The agency said several Morgan Stanley hardware assets still contained customer data after these retired assets reached a recycling station.
B2B Fintech Tipalti Raises $150 Million at a Valuation of More Than $2 Billion...
SAN MATEO, Calif.--(BUSINESS WIRE)--Tipalti, the leading global payables automation solution, today announced it raised $150 million at a...
Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report
Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...