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PR Newswire | July 31, 2020
OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...
Fintech
Cepton Technologies | February 14, 2022
Cepton Technologies, Inc. and Growth Capital Acquisition Corp. announced the completion of their previously announced business combination. Cepton Technologies, Inc. is a Silicon Valley innovator and leader in high-performance lidar solutions. The business combination was agreed upon at a particular meeting of GCAC’s stockholders on Wednesday, February 9, 2022. “The day is a special milestone for Cepton,” said Dr. Jun Pei, Cepton’s Co-Founder and CEO. &ldqu...
Business Wire | September 17, 2020
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evi...
Financial Management
MoneyGram International and e& international | September 21, 2022
MoneyGram International, Inc., a global leader in the evolution of digital P2P payments, and e& international from e& (formerly known as Etisalat Group), one of the world's leading technology and investment conglomerates, today announced an expansion to their strategic partnership. The expansion enables e& international's large and fast-growing customer base of nearly 160 million to use the e& money mobile wallet to send money around the world in near real-time. Through M...
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