Global Newswire by Notified: M&A

AUGUST 1, 2025

“This partnership is rooted in our shared commitment to provide Advisors and their clients with the highest standard of service to foster their continued success,” said Bloom. LPL remains on track to achieve its 90% retention target. The acquisition was announced on March 31, 2025. Gross profit*.

Acquisitions

Global Newswire by Notified: M&A

AUGUST 5, 2025

The firm serves a diverse client base, including both individuals and families as well as institutional clients, and offers a range of advisory services including financial planning, portfolio management for individuals and small businesses and pension consulting.

Investment

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

CNBC: Investing

JULY 24, 2025

Stocks were extraordinarily volatile in the mid-1970s with back-to-back bear markets and lots of opportunities for both speculation and protecting portfolios. 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.

Stock

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

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

CNBC: Investing

AUGUST 7, 2025

If this financial services firm can regain the 50-day moving average, and do so with an improved volume and momentum profile, we'd be interested in further upside moves in the coming weeks. That would mean a 61.8% retracement of the spring rally phase, and represent about a 20% drop from the July peak.

Investment

CNBC: Investing

AUGUST 4, 2025

Shares of the financial services company have rallied more than 16% over the past three months. Charles Schwab Walter Bettinger, the former CEO and current co-chairman at Charles Schwab since 2022, sold 173,900 shares at an average price of $98.84 That makes for a total of $17.19 The stock is up about 31% this year.

Sale

CNBC: Investing

JULY 1, 2025

That's two from financial services, one from information technology, one utility, and one from communications services. At the same time, Hilton's diversified brand portfolio of affordable to ultra luxury positions it well to capture an evolving consumer during times of heightened macro uncertainty.

Stock

CNBC: Investing

AUGUST 9, 2025

bitcoin ETFs , could one day become more established within financial services. "As someone who believes in the long-term role of bitcoin in a diversified portfolio, I'm hopeful," Boneparth said. It probably won't happen soon based on the White House's greenlight alone.

Investment

Global Newswire by Notified: M&A

JUNE 27, 2025

From an industry perspective, GlassRatner also brings deep expertise through both its dedicated Real Estate Services and Engineering & Construction Consulting practices, ensuring specialized knowledge where it really matters.

Advisory

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. At a time when mutual fund investing felt complex, Scripbox brought clarity by curating a limited set of schemes tailored for first-time investors.

Management

Financial Times - Banking

JULY 15, 2025

© THE FINANCIAL TIMES LTD 2025.

Bank

Cisco: M&A

OCTOBER 31, 2023

A new use case in the annual refresh of Cisco Portfolio Explorer for financial services is e-communication compliance. Financial… Read more on Cisco Blogs This hot button issue is in the news it seems almost weekly.

Financial Services

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

JD Supra: Mergers

JUNE 11, 2024

Specializing in technology, financial services software, and healthcare software companies in Europe and North America, Hg manages approximately $65 billion in funds and supports a portfolio of about 50 businesses worth an aggregate enterprise value of over $140 billion. By: Proskauer - Private Market Talks Podcast

Capital

Cisco: M&A

SEPTEMBER 12, 2023

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

Financial Services

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio

The TRADE

JUNE 15, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte. Previously, Williams served as an investment account manager at Northern Trust.

Electronics

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

Global Newswire by Notified: M&A

MAY 7, 2024

Viridian (the “Property”) is located in the Denver Tech Center, adjacent to thousands of high paying technology, financial services, telecommunications, and aerospace jobs. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.

Portfolio

The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. Previous experience also includes stints at EFG Hermes and Mubasher Financial Services. In his career, Diallo has also worked as an equity trader at Avalon Capital Markets.

Capital

OfficeHours

JUNE 2, 2023

however, a majority of Blackstone portfolio companies are companies that you have likely never heard of. The firm specializes in high-growth industries, so you will see a lot of investments in spaces like financial services (specifically FinTech), technology, telecommunications, information technology, and early-stage healthcare companies.

Private Equity

PCE

JULY 12, 2024

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Florida Discount Drugs, Inc., doing business as Taylors Pharmacy (Taylors), to Revelation Pharma (“Revelation”), a portfolio company of Osceola Capital.

Sale

The TRADE

JUNE 6, 2023

The application incorporates real-time liquidity information from LTX Liquidity Cloud to simplify workflows and increase efficiency for users’ bond selection and portfolio construction processes, which LTX stated will benefit asset managers hedge funds and dealers.

Corporation

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital

Global Banking & Finance

JUNE 20, 2023

Century Financial, a leading UAE-based provider of financial services, has been honoured as the “Best Multi Asset Broker, 2023” for its exceptional multi-asset trading capabilities.

Trading

The TRADE

JULY 10, 2024

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

Risk Management

The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management

Growth Business

NOVEMBER 23, 2023

Ascension Ventures Early-stage VC built by exited entrepreneurs ready to back the next generation of tech and impact founders Augmentum Fintech Augmentum Europe’s leading publicly listed fintech fund, investing in fast growing businesses that are disrupting the financial services sector. mortgages, insurance) software (e.g.

Investment

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Bank

The TRADE

SEPTEMBER 17, 2024

The deal will provide clients with ETF selection tools for manager and fund selection, as well as innovative portfolio construction tools. This acquisition strengthens Kepler Cheuvreux’s position as a key player in financial services.”

Asset Management

The TRADE

SEPTEMBER 17, 2024

This acquisition strengthens Kepler Cheuvreux’s position as a key player in financial services.” The post Kepler Cheuvreux picks up majority stake in ETF platform Trackinsight appeared first on The TRADE. The move “reaffirms [Kepler’s] commitment to becoming the undisputed leader in the ETF sector,” said the firm.

Asset Management

The Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century. Other recent middle-market investments range from family office tech to A.I.

Middle Market

The TRADE

SEPTEMBER 6, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale

The TRADE

NOVEMBER 3, 2023

The report suggests that the findings highlight a real opportunity for providers if they make effective enhancements, supplementing “with highly skilled traders, placed in local markets, to deliver top-tier execution alongside seamless integration with clients’ operational systems and workflow technologies”.

Trading

The TRADE

SEPTEMBER 9, 2024

Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut.

Portfolio Management