PE Hub

SEPTEMBER 11, 2023

The post Genstar-backed Cetera to take financial services firm Avantax private appeared first on PE Hub. The transaction puts Avantax at a valuation of $1.2

Financial Services 98

Financial Services Valuation 98

Global Banking & Finance

JUNE 23, 2023

IT outsourcing for financial services companies: key benefits By Oksana Wojtkiewicz, Head of Sales & Marketing at Solwit For over 15 years, Oksana has advised clients on the most effective technology solutions to take their businesses to the next level.

Financial Services 105

Financial Services IT Portfolio Sale 105

PE Hub

SEPTEMBER 7, 2023

GTCR bets on financial services. The post GTCR takes financial services position with R&T Deposit Solutions investment; Marketing agency roundup appeared first on PE Hub.

Financial Services 97

Financial Services Investment 97

Global Banking & Finance

MAY 31, 2023

Financial services companies seek to unlock efficiencies of cybersecurity automation By Leon Ward, Vice President of Product Management at ThreatQuotient As cyber threats intensify and the resources to deal with them remain limited, there is a growing need for automation in cybersecurity.

Financial Services 105

Financial Services Securities Management 105

PE Hub

JULY 27, 2023

The post BlackRock and Jio Financial Services to form India-based asset management JV appeared first on PE Hub. JFS and BlackRock are targeting an initial investment of $150 million each in Jio BlackRock.

Asset Management 96

Asset Management Financial Services Management Investment 96

PE Hub

JUNE 21, 2023

The post The Vistria Group takes controlling stake in financial services firm U.S. Kohlberg will remain a a minority investor and partner with The Vistria Group to further accelerate the growth of USRBP. Retirement & Benefit Partners appeared first on PE Hub.

Financial Services 98

Financial Services Investors 98

Global Banking & Finance

JUNE 1, 2023

Technology driven disruptions in the financial services industry By Maureen Doyle-Spare, General Manager-Head of ASSET and Wealth Management and Insurance. Where are we seeing the acceleration of technology driven disruptions in financial services institutions and what are the forces driving them?

Financial Services 52

Financial Services Insurance Management 52

Global Banking & Finance

NOVEMBER 13, 2023

Generative AI for Non-Financial Risk for Banking and Financial Services – How to get this right. Generative AI has been the buzzword in IT industry currently and everybody has rushed in to join the bandwagon. However, is it a panacea for all or is it a myth? We have tried to analyze the utility of […]

Financial Services 52

Financial Services Bank Banking Utilities 52

The TRADE

JULY 27, 2023

The post BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India appeared first on The TRADE.

Asset Management 97

Asset Management Financial Services Investment Management 97

Cisco: M&A

JULY 6, 2023

Have you heard the phrase “Meet your customers where they are?” If you search the term, you will be barraged with consulting ads and explanations from trade publications on why driving custom cus… Read more on Cisco Blogs

Financial Services 98

Financial Services Manufacturing Securities Trading 98

Cisco: M&A

JUNE 20, 2023

Today’s consumers expect connected and personalized interactions as standard, and the best finance firms can do this while retaining customer loyalty. In order to achieve positive outcomes during the … Read more on Cisco Blogs

Financial Services 98

Financial Services Finance Finance Management 98

Global Banking & Finance

OCTOBER 30, 2023

The Buy vs. Build Dilemma – how financial services firms can save around two-thirds on risk orchestration fraud and financial crime costs By Edward Vaughan, senior director at LexisNexis Risk Solutions, looks at the potential costs of buying or building a risk orchestration platform.

Financial Services 52

Financial Services Finance Finance 52

Cisco: M&A

SEPTEMBER 12, 2023

At Cisco we strive to align our strategy, content, and offerings to the top trends happening in the industry. To help us do this effectively, we use the tool we entitled the Cisco Portfolio Explorer.… Read more on Cisco Blogs

Portfolio 52

Portfolio Financial Services 52

Global Newswire by Notified: M&A

JULY 25, 2023

Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets

Capital 74

Capital Financial Services Securities Broker 74

JD Supra: Mergers

OCTOBER 12, 2023

Welcome to the UK Regulation Round Up, a regular bulletin highlighting the latest developments in UK and EU financial services regulation. By: Proskauer Rose LLP

Financial Services 155

Financial Services 155

JD Supra: Mergers

SEPTEMBER 25, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Fintech - Whilst many European start-ups have struggled to successfully execute funding rounds at valuation levels of yesteryear, more mature fintechs have pivoted to acquisitions and partnerships to fuel growth.

M&A 192

M&A IPO Valuation Financial Services 192

The New York Times: Banking

NOVEMBER 18, 2023

Financial service companies often avoid what they deem high-risk industries like adult entertainment. When workers lose their accounts, they are left with few options.

Financial Services 144

Financial Services Bank Banking Entertainment 144

JD Supra: Mergers

SEPTEMBER 20, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Consumer Finance - Europe's consumer finance decacorns stumble as their valuations crumble. By: White & Case LLP

Finance 155

Finance Finance Valuation Financial Services 155

JD Supra: Mergers

SEPTEMBER 18, 2023

Deliver a burst of bright sunlight amidst storm clouds across the European financial services M&A landscape. Service providers merge, acquire, partner and de-SPAC their way to scale, scope and new technology. By: White & Case LLP

Financial Services 161

Financial Services M&A 161

JD Supra: Mergers

SEPTEMBER 26, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Asset/Wealth Management - Sub-sector M&A activity levels soar—market moving deals across wealth management, financial planning, fund management, debt servicing, trust administration, direct lending and private equity funds in the last 12 months.

Private Equity 161

Private Equity Management Debt Financial Services 161

JD Supra: Mergers

SEPTEMBER 20, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Banks - Top 3 drivers of UK and European bank M&A in the past 12 months: - Regional & domestic consolidation across Europe: >50 domestic bank consolidations, aside from those related to the Russia/Ukraine conflict -Russia/Ukraine conflict necessitates M&A solutions: (..)

Financial Services 177

Financial Services Bank Banking M&A 177

Cisco: M&A

NOVEMBER 14, 2023

Now that financial services employees have sampled hybrid schedules, they want to keep that tune playing. A classic hip-hop song offers inspiration for making a mix of remote and in-person work… Read more on Cisco Blogs

Financial Services 75

Financial Services IT 75

Global Banking & Finance

NOVEMBER 30, 2023

The Power of AI in Wealth Management with Eyeballs Financial Artificial intelligence chatbots are taking the world by storm because of their ability to provide an immediate, quality response to customers, but what if this same technology could be applied in the financial services sector?

Management 74

Management Financial Services 74

JD Supra: Mergers

JUNE 16, 2023

M&A transactions involving financial services providers—including tech-based providers or “fintechs”—raise a host of unique questions based on the types of services they provide, which are often highly regulated and may involve fiduciary or similar obligations.

M&A 143

M&A Financial Services 143

PE Hub

NOVEMBER 3, 2023

PE bets on the financial services sector. The post Apollo to buy aircraft services provider Modern Aviation; Tailwater and Ares sell Cureton appeared first on PE Hub.

Financial Services 98

Financial Services 98

PE Hub

OCTOBER 4, 2023

Co-investments are on the rise in many sectors, including software, infrastructure and financial services. The post Cambridge Associates: Co-investing with LPs can help GPs buy and build appeared first on PE Hub.

Investment 104

Investment Financial Services 104

Global Banking & Finance

NOVEMBER 16, 2023

From financial services, fintech, SaaS and beyond, businesses are hunting for bigger deals that close faster and customers that […] Three ways to build a predictable revenue machine in an era of economic uncertainty How to use sales enablement programs and the latest AI to accelerate your pipeline.

Economics 81

Economics Financial Services Sale Business 81

Global Banking & Finance

NOVEMBER 17, 2023

practice co-chair of Littler’s International Employment Law Practice Group and co-chair of the Financial Services Industry Group. Background Checks in Banks, and Conflicts with Ban-the-Box Laws Philip M. Berkowitz is the U.S. He can be reached at pberkowitz@littler.com.

Bank 81

Bank Banking Financial Services M&A 81

Global Banking & Finance

SEPTEMBER 18, 2023

By-lined to Alex Mifsud, CEO, and co-founder of Weavr The emergence of embedded finance has been a standout development in financial services in 2023. BANKS KNOW WHAT EMBEDDED FINANCE IS, BUT DO THEY KNOW HOW TO USE IT?

Finance 98

Finance Finance Bank Banking 98

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 96

Investors Financial Services Insurance Valuation 96

PE Hub

JULY 25, 2023

Andrew Agencies is a full-service insurance and financial services company based in Virden, Manitoba. The post Westland Insurance snaps up Prairie-based Andrew Agencies appeared first on PE Hub.

Insurance 96

Insurance Financial Services 96

PE Hub

JULY 6, 2023

Inflexion, Orangewood and PAI Partners are among the firms interested in the financial services sub-sector. The post 6 PE-backed accounting services deals: Balancing the books appeared first on PE Hub.

Accountant 96

Accountant Financial Services 96

Global Banking & Finance

NOVEMBER 9, 2023

How banks can improve customer care now with generative AI BK Kalra, Global Business Leader, Financial Services, Consumer, and Healthcare, Genpact Moutusi Sau, Vice President and Team Manager, Financial Services, Gartner Aside from interest rates, generative AI (gen AI) may be the most frequently used phrase on banks’ earnings calls today.

Bank 45

Bank Banking Financial Services Healthcare 45

PE Hub

JUNE 13, 2023

Based in Alpharetta, Georgia, CeriFi is an education, training and certification provider serving financial services professionals. The post Leeds Equity-backed CeriFi appoints Barry as CEO appeared first on PE Hub.

Equities 98

Equities Financial Services Education 98

Business Standard - FInance

JUNE 6, 2023

Since turn of this century, it has been expanding rapidly as a viable financial services business because of influx of Microfinance NBFCs Microfinance in India has a long history.

Financial Services 98

Financial Services Business IT 98

The TRADE

JULY 5, 2023

AB has been granted a Category 4 Licence from the Dubai Financial Services Authority (DFSA), the independent regulator of financial services conducted in the DIFC. The move comes as part of AB’s strategic plan to strengthen its presence in the Middle East.

Asset Management 109

Asset Management Financial Institution Financial Services Investors 109

Global Banking & Finance

NOVEMBER 29, 2023

It allows third-party financial service providers access to consumer banking and transaction data. Sergey Kondratenko: Fintech and open banking – trends and technologies Open banking, also known as open banking data, is an innovative practice in the banking industry.

Bank 45

Bank Banking Financial Services IT 45