Earnings Call Insights: LPL Financial Holdings Inc. (LPLA) Q4 2025 CEO Richard Steinmeier highlighted a milestone year, stating, "we delivered industry-leading organic asset growth of 8%, including ...

U.S. Bank Global Fund Services (GFS) announced it has engaged Fenergo, a firm focused on client lifecycle management technology, to digitize and streamline the investor onboarding and service ...

New AI-driven capability called Saphyre Aigent allows brokers and financial institutions to initiate onboarding directly through email—eliminating manual follow-ups and accelerating time-to-trade With ...

New AI features help financial advisors scale sophisticated advice from their largest to smallest clients Libretto, the “total wealth” advice platform for financial advisors and family offices, today ...

Finastra has announced a strategic partnership with Marketnode to digitize and automate the onboarding of credit ...

PwC’s Global Risk Survey has repeatedly highlighted third-party risk and regulatory complexity as top concerns for executives ...

CEO Richard Steinmeier highlighted a milestone year, stating, "we delivered industry-leading organic asset growth of 8%, including the onboarding of the retail wealth management businesses of Wintrust ...