Tagged: broadridge

February 5, 2020 @ 8:33 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions announced on Wednesday it has appointed its Senior Vice President, Global Sales, Marketing and Client, Chris Perry, as its new President. According to Broadridge, Perry is assuming the title of President from Broadridge’s CEO Tim Gokey, who remains CEO and… Read More

January 29, 2020 @ 1:56 pm By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions announced on Wednesday of a new forecasting module within its revenue and expense management platform. According to Broadridge, the revenue and expense management solution tracks and calculates fees across a variety of complex workflows and helps asset managers and other financial services… Read More

January 27, 2020 @ 10:37 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions announced on Monday it has appointed Michael Alexander as its President of Wealth Management. Broadridge reported that in this nearly created position Alexander will be responsible for bringing together the company’s wealth solutions into an integrated wealth management business that… Read More

January 22, 2020 @ 7:28 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions announced on Tuesday it is set to acquire FundsLibrary, a company focused on fund document and data dissemination in the European market, from its parent company Hargreaves Lansdown. Broadridge reported that by combining FundsLibrary’s capabilities with its existing regulatory communications… Read More

January 14, 2020 @ 11:44 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions announced on Tuesday it has joined forces with IBM Service to bring a new cloud-based solution to its clients in the financial services industry. The company reported that as part of this strategic partnership, it will create The Broadridge Private… Read More

December 9, 2019 @ 4:09 pm By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial Solutions announced on Monday it has closed its offering of $750 million aggregate principal amount of 2.900% senior notes due 2029. According to Broadridge, J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC, Wells Fargo Securities, LLC, Barclays Capital… Read More

November 20, 2019 @ 9:53 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial announced on Wednesday it has acquired ClearStructure Financial Technology, which is a global provider of portfolio management solutions for the private debt markets. According to Broadridge, the acquisition is helping to expand its asset management technology suite. “Broadridge’s SaaS technology powers… Read More

May 21, 2019 @ 11:57 am By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial announced on Tuesday it is set to acquire Canadian wealth management technology provider, RPM Technologies for approximately $300 million. Broadridge reported that RPM’s technology platforms support more than 15 million customer accounts. Broadridge revealed: “Building on Broadridge’s strong Canadian Wealth Management business,… Read More

December 24, 2018 @ 12:19 pm By Samantha Hurst  |  

U.S.-based fintech Broadridge Financial announced last week it has formed a new partnership with data collaboration firm Workiva to combine its conventional and next-generation digital delivery of regulatory and shareholder communications and distribution capabilities with the Workiva Wdesk cloud-based platform.  According to Broadridge, Workiva customers will soon… Read More

May 17, 2018 @ 8:48 am By Samantha Hurst  |  

Banco Santander, S.A. (BME:SAN) and global fintech Broadridge Financial Solutions, Inc. (NYSE: BR) announced on Thursday they have completed a first practical use of blockchain for investor voting at an annual general meeting (AGM). The duo, in collaboration with J.P. Morgan and Northern Trust as custodian banks, conducted… Read More

May 9, 2018 @ 8:49 am By Samantha Hurst  |  

Global fintech firm Broadridge announced on Wednesday it has acquired FundAssist Limited, which is described as a regulatory, marketing and sales solutions service provider to the global investments industry. While sharing details about the acquisition, Patricia Rosch, Head of Broadridge’s international Investor Communication Solutions business, stated: “Broadridge… Read More