OKX acquires a MiFID II license via a Malta-based entity, enabling regulated derivatives for institutional clients across the ...

Replacing clients is like platting fog — hard work and frustrating. In the previous lesson, when we looked at client retention, we saw how the average lifespan of the client relationship is two to ...

LOS ANGELES, March 10, 2025 /PRNewswire/ -- Kayne Anderson Rudnick (KAR), a leading investment adviser, announced today that Stephanie Luh has joined the firm as an institutional client ...

Bitwise, a cryptocurrency index fund manager, has partnered with Maple Finance to offer its institutional clients access to ...

Debifi founder and CEO Max Kei has harnessed his years of experience contributing to Hodl Hodl, a noncustodial peer-to-peer ...

Cino, Inc. (NASDAQ: NCNO), the provider of intelligent, banking solutions, announced that Československá obchodní banka (ČSOB), a subsidiary of KBC Bank NV, ...

Bruce Karpati, Co-Chief of the Asset Management Unit in the SEC’s Division of Enforcement, added, “Investors in quant funds ...

“The key is to ensure that we meet the immediate needs of our clients without overwhelming them.” The company has received strong support from its institutional clients, many of whom have been ...

Our investment in digital capabilities ensures that clients in these cities experience world-class banking technology, whether in payments, trade finance, or wealth management.

Upon the client’s death, their heirs benefit from an income-tax-free death benefit and a step-up in basis by realizing all of ...

DekaBank, a German investment bank with 377 billion euros ($395 billion) in assets under management, introduced cryptocurrency trading and custody services for institutional clients after almost ...