Formidium, a global fund administrator and financial technology provider, has been recognized as "Best Administrator, Private ...
NEW YORK, August 14, 2025--(BUSINESS WIRE)--Alchelyst, a leading full-service fund administrator for alternative asset managers, and Lyra Client Solutions ("Lyra"), a technology-enabled client ...
Financial advisors are accelerating a shift toward comprehensive financial planning as they look to stay competitive with ...
The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.
Praemium has signed Perth-based financial planning and investment manager, Merchant Group as its first client for a new administration service which allows financial planning practices to outsource ...
RBC Dominion Securities Inc. has broken through the $150 billion mark in client assets under administration, a first in the Canadian wealth management industry, it says. “We’re very proud of this ...
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