Back-office firms – Investment Executive

AI won’t be able to beat the index: Moody’s

jameslangton — Thu, 18 Jul 2024 21:05:00 +0000

Tech advantages always prove short lived in the stock markets, report suggests

melissa — Tue, 25 Jun 2024 14:37:33 +0000

Acquisition of Canadian Western Bank could also boost National Bank Independent Network

melissa — Mon, 18 Sep 2023 04:10:00 +0000

The category saw the biggest rating improvement in the Report Card

melissa — Tue, 30 May 2023 14:36:20 +0000

Firms should prepare and test responses, executives said at an IFIC event

jameslangton — Tue, 30 May 2023 13:01:12 +0000

Countdown to shorter settlement cycle transition in May 2024 has begun

melissa — Mon, 20 Mar 2023 21:49:24 +0000

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

rudy — Fri, 03 Mar 2023 22:08:15 +0000

RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training

Alan — Thu, 06 Sep 2018 15:30:49 +0000

The web-based tool aims to eliminate cost and complexity for introducing brokers and portfolio managers

Alan — Tue, 05 Jun 2018 16:45:51 +0000

The back-office support services firm aims to address the growing demand for fee-based accounts

Alan — Fri, 06 Apr 2018 15:30:07 +0000

The corporate services provider will initially focus on the alternative investments business