All articles by Refna Tharayil
Refna Tharayil
Conquest Planning and CapIntel collaborate to help financial advisors deliver exceptional client advice
Together, CapIntel and Conquest will help advisors to produce customized, convenient recommendations that can be simply conveyed and readily understood
Thailand’s Government Pension Fund taps Charles River to modernise front office operations
By leveraging Charles River Investment Management Solution, GPF aims to provide an automated workflow with straight-through processing across its front and middle offices
Clearwater to improve investment operations of marine insurer NorthStandard
Established through the merger of North of England P&I Association and the Standard Club in February 2023, NorthStandard offers global marine insurance products and services across the maritime industries
Orion Innovation partners with Cebuana Lhuillier Bank to modernise banking services
Through the deal with Orion Innovation, the bank, which serves six million Filipinos, intends to implement the advanced Temenos core banking platform to transform its operations
Redwood Materials raises over $bn in Series D investment round
The round which was co-led by Goldman Sachs Asset Management, Capricorn’s Technology Impact Fund, and funds and accounts advised by T. Rowe Price Associates
Goldman Sachs to sell personal financial management unit to Creative Planning
According to Goldman Sachs, Creative Planning’s wealth management teams will continue to have access to investment solutions and services offered by Goldman Sachs Asset Management
Harmoney taps Finvi to support multiple loan management platforms
The direct-to-consumer personal lender has opted for Finvi’s Katabat solution to bolster its efforts in transforming the traditional personal lending model
Banking Circle’s subsidiary BC Payments enters into Australian market
BC Payments will offer global payment solutions to Australian fintechs, payments businesses, and banks to facilitate both onshore and offshore growth
Mercedes-Benz to open first high-power charging stations worldwide
By the end of 2024, Mercedes-Benz aims to further expand its global charging network to over 2,000 high-power charging points
US SEC charges Wells Fargo over imposing excessive advisory fees
The American financial services company has agreed to pay a $35m civil penalty for overcharging more than 10,900 investment advisory accounts over $26.8m in advisory fees