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 52

Investment Financial Market Private Equity Asset Management 52

The TRADE

JULY 15, 2025

“Digital assets are a foundational element of the evolution in financial services,” said Bill Winters, group chief executive of Standard Chartered. “They’re integral to enabling new pathways for innovation, greater inclusion and growth across the industry.

Trading 52

Trading Risk Management Financial Services Banking 52

The TRADE

JULY 22, 2025

Read more: Rising Stars of Trading and Execution 2025 nominations now open Previously in his career, Diallo has served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets.

Trading 52

Trading Capital Portfolio Management Financial Services 52

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 66

Trading Securities Risk Management Financial Services 66

The TRADE

NOVEMBER 29, 2024

Even if it’s just supporting the process in terms of workflow management and pre-trade idea generation, or even if it doesn’t actually make it the trade process itself. 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.

Trading 59

Trading IT Financial Services Stock 59

Global Newswire by Notified: M&A

JUNE 10, 2025

(“Purpose” or “Purpose Unlimited”), a rapidly growing Canadian financial services firm, announced today that it has completed its acquisition of Steadyhand Investment Management Ltd. collectively, “Steadyhand”), an independent Vancouver-based wealth management firm with approximately $1.3

Acquisitions 52

Acquisitions Financial Services Investment Manager Funds 52

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 52

Trading Securities Collaboration Risk Management 52

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 145

Stock IPO Media Investment 145

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 52

M&A Mergers and Acquisitions Valuation Capital Raising 52

Global Banking & Finance

OCTOBER 29, 2024

Swapnil Kognole, CFA is a seasoned leader in wealth management technology, currently serving as Director at UBS technology department. With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector.

CFA 52

CFA Investment Manager Management Financial Services 52

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 93

S&P Stock Asset Management Media 93

The TRADE

FEBRUARY 12, 2025

Autonomous, the financial services research business division within Bernstein, has appointed two new US bank analysts. Elsewhere, Casey Haire has been appointed managing director to cover US mid-cap banks. The post Bernsteins financial research division taps Jefferies for new US bank analysts appeared first on The TRADE.

Banking 64

Banking Bank Financial Services Business 64

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 66

Media Investment Stock Finance 66

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. I'll be back at the end with a risk management comment. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED.

Stock 78

Stock S&P Trading Investment 78

The TRADE

JULY 24, 2025

In early July 2025, EDXM International became the first crypto platform to introduce smart collateral management (SCM), a tool designed for liquidity providers. The platform enables participants to manage risk efficiently while optimising quoting across multiple markets.

Securities 52

Securities Trading Financial Services Investors 52

CNBC: Investing

JUNE 29, 2025

As a special administrative region of China, Hong Kong operates under different financial regulations and allows bitcoin trading. In late May, the region passed a stablecoin bill to formalize the process for financial companies to issue and manage virtual assets, primarily those that reference government-issued, or fiat, currencies.

Stock 86

Stock Trading Investment Business 86

CNBC: Investing

JULY 1, 2025

That's two from financial services, one from information technology, one utility, and one from communications services. Risk management Josh here — Hilton is a potential breakout, not a breakout in progress. Coinbase (COIN) , Oracle (ORCL) , Robinhood (HOOD) , Vistra (VST) and Roblox (RBLX) are your top five.

Stock 78

Stock S&P Investment Media 78

Razorpay

JUNE 24, 2025

About 1% Club: Empowering India’s Financial Freedom Movement 1% Club is India’s fastest-growing finance education platform. The Challenge: Managing Conversions During 5-Minute Payment Surges For 1% Club, payments aren’t just a back-end function—they’re mission-critical.

Advisory 52

Advisory Finance Finance Financial Services 52

Global Newswire by Notified: M&A

JUNE 27, 2025

Riley Financial, Inc. In recent years the firm has successfully expanded its reach into Engineering & Construction Consulting, Risk & Resilience Consulting and Executive Search & Interim Management. billion of equity capital under management, TorQuest is currently investing from TorQuest Partners Fund VI, a C$2.3

Advisory 96

Advisory Private Equity Consulting Accountant 96

Solganick & Co.

JULY 22, 2025

The report covers sectors including artificial intelligence and data analytics consulting, application partners and systems integrators, cybersecurity services and MSSPs, custom software development, digital transformation, and managed services providers (MSPs).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Acquisitions Consulting 52

Razorpay

JUNE 11, 2025

With deep expertise in financial services and technology, the team laid the foundation for one of India’s earliest and most trusted digital wealth platforms. Today, it manages over INR18,500 crore for more than one lakh families across 2,500 cities, anchored by trust, retention, and a growing network of partners.

Management 52

Management Collaboration Funds Portfolio Management 52

Financial Times - Banking

JULY 15, 2025

© THE FINANCIAL TIMES LTD 2025. © THE FINANCIAL TIMES LTD 2025.

Banking 78

Banking Bank Media Insurance 78

Razorpay

JULY 23, 2025

RBI’s Foreign Exchange Monitoring: The AD Code plays a vital role in helping the RBI track foreign exchange inflows and outflows as per the Foreign Exchange Management Act (FEMA) guidelines. Seamless Integration : Manage all your domestic and international transactions from a single, intuitive Razorpay dashboard.

Banking 40

Banking Bank Accountant Trading 40

Focus Investment Banking

JULY 25, 2025

And so I took a long stretch in college because I was not a very good student and managed to get my degree in molecular biology after seven years, decided not to do the whole doctor thing. And then we started Crunch IT Financial Services in October of 23. If you can’t measure it, you can’t manage it.

M&A 52

M&A IT Business Book-building 52

JD Supra: Mergers

SEPTEMBER 27, 2024

Asset / Wealth Management - Current market: Consistently high M&A activity levels - We are seeing: Europe’s barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace: - Larger deals remain rare (e.g.,

Financial Services 171

Financial Services M&A Acquisitions Mergers 171

JD Supra: Mergers

OCTOBER 4, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Asset/Wealth Management - Current market: Consistently high M&A activity levels - We are seeing: Europe's barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace: Larger deals remain rare (e.g.,

Management 177

Management Financial Services M&A Acquisitions 177

Cisco: M&A

JULY 3, 2025

Cisco Multicloud Defense Managing security across multiple cloud platforms like AWS, Azure, and Google Cloud can feel overwhelming. This ensures application integrity while reducing management overhead. Cisco Security Cloud Control Managing security across on-premises, cloud, hybrid and IoT environments can be complex.

Securities 98

Securities Business Management Book-building 98

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.

Management 165

Management Private Equity Financial Services Debt 165

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 Management Securities 105

JD Supra: Mergers

NOVEMBER 21, 2024

On 14 November 2024, Chancellor Rachel Reeves delivered her inaugural Mansion House 2024 speech, announcing a collection of reforms designed to drive growth and competitiveness in the financial services sector. By: Goodwin

Financial Services 165

Financial Services Management Funds 165

The TRADE

JULY 27, 2023

According to the businesses, the aim is to “revolutionise India’s asset management industry and transform financial futures” through combining the scale and investment history of BlackRock, with the technology resources and local market knowledge held by JFS. Once in operation, the new business will have its own management team.

Asset Management 97

Asset Management Financial Services Management Investment 97

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 Management Finance Finance 98

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 69

Asset Management Financial Services Management Investment 69

JD Supra: Mergers

MARCH 28, 2025

Join us for a new episode of Financial Services Focus, with partner Lauren Pryor, co-lead of the Financial Services Product Team, and Brad Peterson, a partner at the firms Chicago office and member of the Technology & IP Transactions practice.

M&A 171

M&A Financial Services Management 171

Global Banking & Finance

NOVEMBER 12, 2024

By Richard Winston, Managing Director and Global Head of Financial Services at Slalom As we approach 2025, the financial services industry is moving through a period of ongoing transformation. Five key drivers—digital transformation, climate related financial risk, interest […]

Financial Services 64

Financial Services Management Finance Finance 64

Global Newswire by Notified: M&A

JULY 17, 2025

In August, a comprehensive Application to the Financial Services Regulatory Authority (FSRA) will be submitted, and if approved, Members/Owners from both credit unions would participate in a democratic voting process, likely in the fall of 2025.

Mergers 52

Mergers Financial Services Accountant Financial Institution 52

JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries.

M&A 171

M&A Investment Banking Finance Finance 171