Technology
August 4, 2023

OPINION OF THE WEEK: Can Financial Upstarts Challenge Banks In Turbulent Times?

Could a combination of technological innovation, frustration with established banking models and

Technology
October 4, 2016

ANALYSIS: Silver Linings And Clouds: Accountancy Industry Smiles On Fintech Revolution

It is routinely stated that fintech is disruptive for banks. The accountancy profession, however,

New Products
November 9, 2015

BizEquity Rolls Out Banker Service; Wins ABA Endorsement

A firm working in the field of helping professionals get a more accurate view of what businesses

Strategy
October 15, 2015

Business Valuation Data House Signs Another Agreement

The business valuation firm, which has been building links with the world's wealth management

Strategy
September 16, 2015

Business Valuation, Big Data Firm Enters Deal With Envestnet

A firm seeking to break new frontiers in providing actionable intelligence to wealth managers is

People Moves
July 27, 2015

Pennsylvanian Firm Widens Focus On Wealth Management

The Pennsylvania-based firm is intensifying its focus on wealth management and specialized banking

Company Profiles
June 25, 2015

INTERVIEW: What A Business Is Really Worth - Getting The Vital Data With BizEquity

Getting detailed information about what an unlisted business is worth can help RMs have a far

People Moves
May 9, 2011

Executive Moves: Americas April 2011

A round-up of the North American industry moves for April

People Moves
April 27, 2011

Tower Bancorp Names New CEO For Wealth Subsidiary