FIXSOL (Fidel SofTech. Pvt. Ltd.)

Raisin | May 20, 2020

Raisin software brings first private-banking experience to U.S. retail deposits market. New solution enables banks to control costs while attracting deposits. Read More

Credit Suisse | February 10, 2020

Credit Suisse’s incoming chief executive, Thomas Gottstein, plans to put Switzerland’s second-biggest bank on a growth offensive following predecessor Tidjane Thiam’s cost-cutting exercise, he told Reuters on Friday. “Cost discipline in our industry has been and will continue to be very important. At the same time, I think we are in a better position than at any time in the last few years to also have meaningful balance sheet growth,” Gottstein said in an interview....

Morgan Stanley, E-Trade | February 20, 2020

Morgan Stanley is buying E-Trade in a $13 billion, all-stock deal announced Thursday, bringing more consolidation to the brokerage market and giving the investment bank to the rich a foothold with a more mainstream clientele. The deal, which is the biggest takeover by a major U.S. bank since the 2008 financial crisis, combines Morgan Stanley’s prowess and client-facing resources with E-Trade’s more than 5 million customers, with more than $360 billion in retail trade assets, the comp...

WEALTH MANAGEMENT

Secfi | September 28, 2022

Secfi, the leading provider of equity planning, today announced the launch of Secfi Wealth, offering personalized financial advice, investment management, and access to alternative investments opportunities for those with startup equity. As a registered investment advisor (RIA), Secfi will now expand on its equity planning expertise to provide comprehensive financial advice and ongoing investment management specifically for the startup community. Equity is the most exciting yet da...