The TRADE

DECEMBER 10, 2024

Saphyre has partnered with BlackRock to integrate services with the firms end-to-end asset management platform Aladdin. This collaboration aims to streamline operations, mitigate risks, and simplify workflows for shared clients in the financial services industry.

Financial Institution

Beyond M&A

DECEMBER 18, 2024

Financial services, too, are ripe for disruption by Agentic AI. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. This integration exemplifies how Agentic AI can streamline operations and improve service delivery in financial services.

Investors

Shearman & Sterling

MARCH 3, 2020

In re AmTrust Financial Services, Inc. Bouchard of the Delaware Court of Chancery denied a motion to dismiss breach of fiduciary duty claims brought by former shareholders of AmTrust, Inc., challenging the take-private buyout of the company by its controlling stockholders and a private equity firm. Stockholder Litigation, C.A.

Mergers

The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. As part of the move, MIM is acquiring the high yield and bank loan, strategic fixed income and small-cap equity teams and certain related investment products.

Management

CNBC: Investing

JULY 9, 2025

Morgan Stanley, 3-month Among regional banks, KBW upgraded Citizens Financial to outperform from market perform and PNC Financial Services to market perform from underperform. Citizens Financial and PNC Financial Services have also outperformed over the past three months, rallying almost 27% and 23%, respectively.

Stock

The TRADE

JULY 28, 2025

Previously in his career, Diallo served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets.   Before that, he worked in a range of roles at firms including Mubasher Financial Services, EFG Hermes, Exotix Capital, and Convergex.   Broadridge   Broadridge named (..)

Trading

The TRADE

JULY 25, 2025

Read more – Marex hires in ex-Winterflood Securities equities trader Bradley Dyer, chief executive of Winterflood Securities said: “We’re delighted to become part of Marex, which is a high-growth, global financial services company with a strong balance sheet.

Securities

The TRADE

JULY 14, 2025

The ‘cloud strategies in financial services’ survey includes insights from financial firms across the industry, including banks, private equity, investment management, asset management; broker dealers, hedge funds, pension funds, and more.

Investment

CNBC: Investing

JUNE 9, 2025

" Citizens sets market outperform rating and $85 per share price target "The company is scaling its core offerings and exploring new financial services through organic growth and potential M & A.

IPO

The TRADE

JULY 15, 2025

Specifically, institutional clients will be able to access and trade cryptoassets through recognisable interfaces, as the offering is integrated with the bank’s existing platforms. “Digital assets are a foundational element of the evolution in financial services,” said Bill Winters, group chief executive of Standard Chartered. “They’re integral (..)

Trading

The TRADE

NOVEMBER 29, 2024

It’s also safe to say that newer technology such as blockchain, distributed ledger technology and so on has yet to make a real impact in financial services. We will see more of that coming through as well. Beyond that, very hard to tell.

Trading

Global Newswire by Notified: M&A

JUNE 23, 2025

New York, NY, June 23, 2025 (GLOBE NEWSWIRE) -- American investor and entrepreneur Anthony Pompliano today announced that ProCap BTC, LLC, a bitcoin-native financial services firm, has entered into a definitive agreement for a business combination with Columbus Circle Capital Corp.

Financial Services

The TRADE

JULY 16, 2025

Wedbush Financial Services’ largest subsidiary, Wedbush Securities, has launched 24-hour trading capabilities to offer extended market access to clients, particularly in Asia-Pacific time zones.

Trading

Global Newswire by Notified: M&A

AUGUST 1, 2025

Contacts Media Relations Media.relations@LPLFinancial.com Investor Relations investor.relations@lplfinancial.com Tracking #774322 Tags advisor financial advisor wealth management financial planning m&a wealth planning wealth advisor financial services Recommended Reading July 31, 2025 16:05 ET | Source: LPL Financial Holdings, Inc.

Acquisitions

The TRADE

JULY 22, 2025

Before that, he served in a range of roles at firms including Mubasher Financial Services, EFG Hermes, Exotix Capital, and Convergex. The post Magellan Capital head of trading joins Vegah Trading appeared first on The TRADE.

Trading

Beyond M&A

FEBRUARY 10, 2025

We assessed a firm that used orchestrated AI in financial services. It is considered written and oral input and gets to work once the salesperson has completed their call with the prospect. It’s a brilliant application of AI, increasing efficiency and systemising something as ‘simple’ as a loan decision.

M&A

The TRADE

JUNE 26, 2025

Wedbush Securities has collaborated with technology provider Rapid Addition in a bid to enhance the firm’s trading infrastructure.

Trading

PCE

JUNE 9, 2025

member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC We’ve been providing middle-market business owners with sophisticated financial services since 1997. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service.

M&A

Global Newswire by Notified: M&A

JUNE 10, 2025

TORONTO, June 10, 2025 (GLOBE NEWSWIRE) -- Purpose Unlimited Inc. (“Purpose” or “Purpose Unlimited”), a rapidly growing Canadian financial services firm, announced today that it has completed its acquisition of Steadyhand Investment Management Ltd. and Steadyhand Investment Funds Inc. billion in assets serving Canadian investors.

Acquisitions

CNBC: Investing

JUNE 30, 2025

"The financial services industry and crypto are converging and it really started with stablecoins, which is the ChatGPT of crypto because it's viral adoption by consumers, business banks and now even Visa," he told CNBC's "Squawk Box" Monday.

Stock

The TRADE

JUNE 26, 2025

He brings more than 16 years of South Korean financial services experience to his new position, and will report to Franck Fayard, head of APAC for Marex Financial Products.

Sale

CNBC: Investing

JULY 10, 2025

Stephens speculated that the financial services sector, the most underweight grouping in the S & P 500, may drive Interactive Brokers , the largest financial stock in S & P 400 Midcap index, to migrate to the 500. Crypto exchange Coinbase was the latest beneficiary of such an inclusion.

S&P

The TRADE

FEBRUARY 12, 2025

Autonomous, the financial services research business division within Bernstein, has appointed two new US bank analysts. These appointments demonstrate our commitment to the Autonomous product, which is renowned in the industry for providing best-in-class research on the financial services sector for the benefit of clients.

Bank

Global Banking & Finance

OCTOBER 29, 2024

With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector. As a CFA Charterholder and IEEE Senior Member, Swapnil combines deep financial expertise with […]

CFA

Cisco: M&A

MAY 22, 2025

Get ready to explore the future of innovation and collaboration at Cisco Live 2025! From June 8-12 in San Diegoor virtually from anywherethis premier event brings together thought leaders and for Read more on Cisco Blogs

Collaboration

CNBC: Investing

JULY 23, 2025

Galaxy is a provider of crypto financial services — including trading, asset management, staking, lending and self-custody products — that ventured into bitcoin mining in 2020. That business, similar to other bitcoin miners in recent years, has since pivoted its mining sites into AI data center developments.

Media

JD Supra: Mergers

JUNE 26, 2025

The policy paper focuses on eight priority sectors: professional and business services; advanced manufacturing; clean energy; creative industries; defence; digital technologies; financial services; and life sciences (the “IS Priority Sectors”), which together represent 32% of the UK’s economy. The IS Document makes.

Financial Services

CNBC: Investing

JULY 24, 2025

Cboe Global Markets (CBOE) is now one of the best financial services businesses in the world and this week it made the Best Stocks in the Market list. In 1983, the first contract on a stock market index came along when the CBOE unveiled its S & P 100 options offering.

Stock

The Harvard Law School Forum

JANUARY 8, 2025

As 2025 begins, optimism abounds for a return to a normal regulatory environment that, together with improved economic and business conditions, leads to robust bank and other financial services M&A activity. billion merger of BB&T and SunTrust creating Truist and the $21.5 billion merger of Global Payments and TSYS.

Financial Services

The TRADE

NOVEMBER 27, 2024

Elsewhere in his career, Miele held trading and financial services positions at organisations such as Fidelity Capital Markets and the Boston Stock Exchange. “It is truly an honour to be named CEO of Kezar Markets during this exciting time in our organisation’s corporate history,” said Miele.

Capital Market

The TRADE

JULY 24, 2025

With SCM, EDXM International sets a new standard in the financial services industry, optimizing exposure without sacrificing security on the trading venue. The platform enables participants to manage risk efficiently while optimising quoting across multiple markets.

Securities

CNBC: Investing

JUNE 29, 2025

Hong Kong-listed financial services firm China Renaissance announced Thursday it plans to spend $100 million over the next two years to invest in cryptocurrency assets and to develop its business in the related Web3.0 A growing trend among companies Other Chinese companies are jumping onto the trend.

Stock

Global Newswire by Notified: M&A

JULY 29, 2025

Worldline announces the contemplated strategic divestment of its Mobility & e-Transactional Services business line and other selected activities of Financial Services to Magellan Partners Group, a key milestone in its strategy to refocus on Payments After approval by the Board of Directors, the Group has entered into exclusive talks with Magellan (..)

Financial Services

CNBC: Investing

JULY 1, 2025

That's two from financial services, one from information technology, one utility, and one from communications services. This is what you want to see in a bull market, of course, because it indicates a bull that's being driven by multiple forces and not a singular theme, like rates falling or AI spending.

Stock

Cisco: M&A

JULY 16, 2025

The event featured tailored sessions and keynotes designed to address the unique challenges and opportunities facing retail, hospitality, financial services, sports, media, and entertainment, healthcare and other consumer-focused organizations.

Hospitality

Razorpay

JUNE 24, 2025

About 1% Club: Empowering India’s Financial Freedom Movement 1% Club is India’s fastest-growing finance education platform. What’s Next: From Edtech to Full-Stack Fintech With verticals now spanning investments (SEBI RIA), insurance advisory, and credit card advisory , 1% Club is building a 360° financial services platform.

Advisory

JD Supra: Mergers

JUNE 11, 2025

Leonard Lipsky and Carly Eisenberg Hoinacki from Sheppard Mullin’s Healthcare Team recently sat down with Nick Francia and Sarah Bothner of The Capital ESOP Group at UBS Financial Services Inc., to explore the ins and outs of employee stock ownership plan (ESOP) transactions as a potential exit strategy for physician practices.

Financial Services