All articles by Vidya Sagar Maddela
Vidya Sagar Maddela
GCG AP acquires First Fidelity Financial Group of Atlanta
The acquisition enhances GCG AP’s footprint, increases its managed assets to nearly $2.9bn and expands its presence in the Atlanta market with over $400m in client assets
Case IQ acquires Lextegrity to boost compliance and risk management
The acquisition enables Case IQ to provide an advanced compliance and risk management solution that combines compliance monitoring, risk oversight, case management, and whistleblower solutions, among others
Julius Baer to sell its Brazilian wealth management unit to BTG
Julius Baer Brazil is an independent wealth manager in Brazil, with offices in São Paulo, Belo Horizonte, and Rio de Janeiro, focused on high and ultra-high-net-worth segments
Regions Bank selects Axway’s Amplify Open Banking solution
Regions Bank will use Axway’s Amplify Open Banking solution to enhance the open banking capabilities of its Consumer Banking, Corporate Banking and Wealth Management businesses
Invst acquires NS Capital to create combined retirement solutions firm
The combined entity, dubbed Invst Unity Pooled Employer Plan (PEP) will harness the expertise of both firms to provide employers and employees with an easy and cost-effective retirement experience
Voya closes acquisition of OneAmerica’s retirement plan business
With the acquisition, Voya’s Wealth Solutions business is currently serving nearly 60,000 retirement plans and its Wealth Solutions Defined Contribution client assets increased to reach $670bn
OrangeX implements compliance measures to align with MiCAR
OrangeX has integrated Travel Rule API, a key component of anti-money laundering (AML) regulations, and has recently integrated Slowmist’s AML system and CipherOwl tools, to adhere with MiCAR requirements
Orion enhances Destinations Funds with new tools from ReFlow
The enhancements to Destinations Funds include new tools from ReFlow, a redemption management solutions provider, to improve efficiency, reduce transaction costs, and boost investor experience
BillMart Fintech, EQARO partner to boost trade finance in India
Eqaro will integrate its guarantee products into BillMart’s FinTech platform to help minimise risks, provide secured financing options, and strengthen trust between lenders and businesses in the trade finance ecosystem
Orion to acquire wealth management firm Summit Wealth Systems
Summit has an advanced wealth tech platform that combines unified data with an enhanced user experience, helping advisors guide their clients toward a life of abundance while growing their businesses