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Delta Capita names US head of client lifestyle management
Private Banker International via Yahoo Finance· 2 hours agoCapita’s role as an innovator in the KYC client lifecycle management (CLM) managed services...
Park Avenue Securities launches new Private Client Group
NBC 17 Raleigh· 2 days agoNew Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth ...
Avendus Wealth Hires Axis Bank’s Private Bank Head as CEO
Bloomberg· 6 hours agoAvendus Group named veteran private banker Apurva Sahijwani as the new chief executive officer for...
Q1 2024 Forian Inc Earnings Call
Thomson Reuters StreetEvents via Yahoo Finance· 1 hour agoWe believe that by continuously adding valuable data sources to our Chronos Data Lake, we can further differentiate our offerings and enable clients to derive actionable insights ...
TCF 2024: customer centricity and innovation at the forefront
Private Banker International via Yahoo Finance· 28 minutes agoHe also concluded the importance of addressing relevant use cases and ensuring ethical and...
The most powerful woman in fintech is on the hunt for acquisitions
Fortune via Yahoo Finance· 3 hours agoIts software powers many of the biggest private equity firms and 95% of the Forbes 2024 World’s Best...
AlayaCare Chosen as Technology Platform of Record for Private Duty Home Care Provider Caring People
Digital Journal· 22 hours ago“We're going to be using a platform and solution that allows us to spend more time with the client and less time on manual processes and workarounds. Caring People provides ...
Raymond James expands into private credit, here's what that means for TriState Capital Bank -...
The Business Journals· 17 hours agoBasically, the partnership, announced on May 13, expands the capabilities of Raymond James'...
Bank of Singapore goes on hiring spree as it bets on ‘bullish Hong Kong’
South China Morning Post· 8 hours agoThe private banking arm of the second largest lender in Southeast Asia is also keen to expand its...
Playbook: The other trials hanging over 2024
Politico· 2 hours agoHHS Secretary XAVIER BECERRA will testify before the ... House Biden will speak at the National Peace Officers’ Memorial Service at the Capitol at noon....
