Tagged: asset managers

December 31, 2024 @ 10:23 am By Omar Faridi  |  

CFPB Director Rohit Chopra has issued a statement on developments regarding large asset manager ownership of banks. Rohit Chopra noted that the US has understood the importance of preventing commercial interests from “gaining an unfair advantage by consolidating ownership of railroads, electric utilities, banks, and… Read More

August 30, 2024 @ 2:29 pm By Omar Faridi  |  

Appital, a peer-to-peer price discovery and liquidity sourcing technology for asset managers, announced the launch of a new functionality designed to stimulate natural liquidity among Appital’s buyside clients and discover pricing dynamics on larger ADV orders on their pad. Price Discovery in Appital Insights is… Read More

April 2, 2024 @ 7:13 am By Omar Faridi  |  

J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool reached this milestone just over a year since its launch. Available for free in the Chase Mobile app and on Chase.com, Wealth Plan is a digital money… Read More

June 30, 2023 @ 1:32 pm By Omar Faridi  |  

Asset managers project future organic growth despite a host of challenges facing the industry, according to a Northern Trust industry study of 150 asset managers, conducted in partnership with Coalition Greenwich. While 84% expect to grow, 22% plan “to implement changes to their operating models… Read More

November 2, 2021 @ 11:21 pm By Omar Faridi  |  

The team at IHS Markit notes that Investor Onboarding digitizes and “streamlines collection and creation of subscription, AML, KYC and tax documents for end-to-end fund onboarding.” IHS Markit has introduced Investor Onboarding, which is described as a fully hosted, digital onboarding platform enabling companies to… Read More

September 28, 2021 @ 8:38 pm By Tony Zerucha  |  

A new survey of institutional investors and wealth managers from the US, UK, France, Germany, and the UAE who don’t currently have exposure to cryptocurrencies and digital assets, reveals 62 per cent expect to invest in these for the first time within the next year,… Read More

January 22, 2021 @ 7:47 pm By Omar Faridi  |  

Enfusion, an established provider of global investment management software and fund services that’s focused on “automating and simplifying full front-to-back office functionality with one vendor,” notes that as funds continue to grow, many patch together tech solutions, adding new functionality or capabilities as they become… Read More

June 10, 2020 @ 3:29 pm By Omar Faridi  |  

BuyShares claims that the Robo Advisors sector is expected to reach a valuation of $987.4 billion this year, which represents a 19.3% increase in only a year. As mentioned in a release shared with CI: “The last few months have witnessed a surge in the… Read More

March 19, 2020 @ 8:07 pm By Omar Faridi  |  

There are many outstanding or unanswered regulatory questions, after the recent guidelines provided by the Hong Kong Securities and Futures Commission. They require virtual asset fund managers to work with licensed custodians as they are tasked with controlling or managing assets both on-chain, and on… Read More