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BOK Financial Advisor Trust Services Now Available as Embedded Offering via...

Integration Strengthens Soon-to-Launch Platform Powered by Trucendent, Delivering One-Stop Marketplace for Enabling RIAs & Broker-Dealers to Seamlessly Create, Manage & Transfer Trust Accounts...

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Conning Enhances Proprietary Insurance Research Portal

Upgrade of Conning Library, Which Includes 30-Year Archive of Conning’s Reports, Presentations, Webinars and Data.read more

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IDC Names 15 Asia/Pacific Banking and Insurance Leaders for the 2021...

SINGAPORE, March 26, 2021 – IDC announced today the 15 best of the best Asia/Pacific banking and insurance leaders for the 2021 Financial Insights Innovation Awards. For 17 years, IDC Financial...

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PlainsCapital Bank Promotes Barry Ballinger to West Texas Region Chairman,...

Ballinger and Owens, both longtime leaders in the Lubbock community, have worked together closely for over 33 years and will continue to do so in their new roles.read more

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FRC announces new approach to publishing corporate reporting reviews

The Financial Reporting Council (FRC) has today, for the first time, published summaries of its corporate reporting reviews . Each year, the FRC conducts over 200 corporate reporting reviews to assess...

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Officer Promotions Expand PlainsCapital Banks Dallas Leadership

Rowton has been with PlainsCapital Bank for 15 years and has a total of 18 years of financial services experience. He joined PlainsCapital in 2005 and has served in various leadership roles, including...

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METLIFE INVESTMENT MANAGEMENT TO PROVIDE USD 161 MILLION / GBP 117.5 MILLION...

METLIFE INVESTMENT MANAGEMENT TO PROVIDE USD 161 MILLION / GBP 117.5 MILLION IN FINANCING FOR ENGLISH FOOTBALL LEAGUE.read more

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NCR Corporation announces upsizing of 5.125% Senior Notes due 2029

Due to market demand, NCR has increased the aggregate principal amount of the 5.125% senior notes due 2029 it will issue from $1.1 billion to $1.2 billion Proceeds from the notes will be used to...

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Investor Confidence Increased in March by 2.0 Points to 93.9

State Street Global Markets today released the results of the State Street Investor Confidence Index® (ICI) for March 2021.read more

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SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

OAKS, Pa., March 31, 2021 – SEI (NASDAQ:SEIC) today announced the acquisition of Oranj’s cloud-native technology platform providing digital collaboration tools to financial advisors and their clients....

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METLIFE INVESTMENT MANAGEMENT ANNOUNCES PARTNERSHIP WITH GIRLS WHO INVEST

Through the GWI partnership, several GWI Scholars will join MIM’s intern program over the summer, focusing on portfolio management, research analysis, and trading through placement with the Public...

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HSBC Bank USA announces Tara Latini as Head of Wealth and Personal Banking

HSBC Bank USA, N.A., (HSBC), today announced the appointment of veteran retail banker Tara Latini as the Head of Wealth and Personal Banking (WPB) in the US.read more

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Valerie Utsey Joins ICBA as Executive Vice President and Chief Human...

Washington, D.C. (April 1, 2021) — The Independent Community Bankers of America (ICBA) today announced that Valerie Utsey has joined the association as executive vice president and chief human...

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Straumann Group shareholders elect Petra Rumpf as a new Board member and...

Basel, 9 April 2021 – Today at the Annual General Meeting (AGM) of Straumann Holding AG, all of the Board of Directors proposals were approved by its shareholders. Based on Article 27 of the COVID-19...

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First American Announces First Quarter 2021 Earnings Conference Call

The call will follow the release of the company’s earnings results for the first quarter of 2021, which is scheduled earlier that day at 6:45 a.m.read more

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Bank Austria Social Prize to be awarded for the twelfth time in 2021

The application period runs from 14 April until 19 May 2021 The total funding amount is again 90,000 euros 10,000 euros will be awarded to three winning projects per federal state: The first place...

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Docupace Welcomes Michael Vossler as Chief Revenue Officer

LOS ANGELES, California – April 13 , 2021 –  Docupace , the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has hired Michael Vossler as the...

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Governor Cuomo Announces Northwell Health Will Begin Vaccinating Workers at...

Governor Cuomo Announces Northwell Health Will Begin Vaccinating Workers at Belmont Park Redevelopment Project Site Today.read more

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Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time

OAKS, Pa., April 14, 2021 – SEI Investments Company (NASDAQ: SEIC) intends to release earnings for the first-quarter 2021 on Wednesday, April 21, 2021 after the market closes. The company will hold a...

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First National Bank Named One of the Worlds Best Banks by Forbes

FNB is one of only 75 banks in the United States to be recognized on the list, which includes a total of 500 banks from around the globe.read more

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