Bank First - WI

Wells Fargo | February 28, 2020

Wells Fargo agreed to pay $35m to settle regulatory claims that its financial advisers recommended exchange-traded funds that were too risky for some clients. The Securities and Exchange Commission’s investigation targeted Wells Fargo’s sale of inverse ETFs, a type of fund that moves in the opposite direction of an index it tracks. Inverse ETFs can be used to hedge other positions or bet on a falling market, but the products are complex enough that regulators have warned for years th...

Core Banking

Total Expert | August 02, 2021

Total Expert, the CRM and customer engagement solution designed specifically for the financial services industry, has introduced an enlarged platform with powerful connectors and unique product enhancements. The additional capabilities and data interfaces assist financial institutions in humanising sales and marketing outreach, building long-term loyalty, and strengthening client relationships at scale—providing the modern approach institutions require to compete today. This...

Canoe Financial | April 13, 2020

Canoe Financial LP today announced the launch of Canoe Defensive Global Balanced Fund, an actively managed solution that will offer investors innovative and proven downside protection while maintaining the ability to generate returns in up markets. The Fund will include investment strategies managed by three award-winning portfolio management teams: Canoe Financial, Fiera Capital Corporation, and Aegon USA Investment Management, LLC. “Canoe Defensive Global Balanced Fund will have the capa...

Financial Management

GoTab | April 04, 2022

GoTab, a restaurant commerce platform, announced its partnership with Mastercard to transform the digital payment experience. The venture is for hospitality venues across the U.S. through the implementation of Click to Pay – a payment solution. This solution will boost the payment track by eliminating the need to enter card details manually and create an easy checkout process. Click to Pay offers customers more convenient and secure guest checkout experience devices. Masterc...