iCapital is the bridge between asset managers and wealth managers, providing a cost-effective way to integrate alternative investments into client portfolios. By automating fund subscriptions, ...

As of the end of December 2024, the company served 47,000 international clients, up 7% year on ... product sales to comprehensive lifecycle advisory services,” says Wang Jianli, president of CICC ...

Coming to terms with handing over the reins is often the biggest challenge for an owner to overcome. This can be due to the ...

Spotlighting the top portfolio management software and fintech providers in Canada at the leading-edge of innovation ...

Pantheon, a leading global private markets investor, today announced that it has successfully launched the Pantheon Global Credit Secondaries Fund (PGCS) 1, the latest, and seventh, addition to the ...

CAIS has provided access for independent advisors to structured investments for over a decade. With expanded capabilities, CAIS Capital Markets now offers advisors access to structured notes as well ...

Learn more about whether Broadridge Financial Solutions, Inc. or CACI International Inc is a better investment based on ...

Israel-headquartered insurtech company Sapiens International has agreed to acquire Candela, an intelligent automation service ...

Luma Financial Technologies, a firm focused on structured products and insurance solutions, announced it closed a $63 million ...

Luma Financial Technologies ("Luma"), a global leader in structured products and insurance solutions, announced today that it has closed a $63 million Series C financing led by Sixth Street Growth, ...