Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ...

The merger and acquisition process is complex, and integrating staff into new systems is just one of the many challenges along with navigating legal, financial, operational and strategic ...

BlackRock’s Aladdin platform has been connected to AccessFintech’s Synergy Network, allowing buy-side firms to link directly and in real time with over 250 sell-side and asset-servicing organizations ...

Expanded integration will enable clients to have reduced resolution times as well as a reduction in risk and human error, increasing operational efficiency and staff capacity. Investment data ...