S.J Finanial Services

WEALTH MANAGEMENT

TownSquare Capital | July 04, 2022

TownSquare Capital (TownSquare), a boutique, full-service investment and trading platform with an institutional attitude on portfolio construction, was acquired by Orion Advisor Solutions, a leading developer of transformative wealth tech solutions for fiduciary advisors, today. Details of the transaction won't be made public. "Today, we officially add TownSquare to our wealth management business, creating more value for advisors seeking a highly integrated,...

Envestnet, Lumin Digital | April 15, 2021

Abe.ai, a pioneer in AI-powered virtual assistant products for financial institutions, and Lumin Digital (a PSCU company), a leading provider of online and mobile digital banking solutions, announced a multi-year collaboration today that will allow Lumin to deliver Abe's fully-integrated Virtual Financial Assistant (VFA) to its clients. Abe.ai's VFA will be introduced at Lumin's digital banking layer and incorporated in the authenticated, mobile, and online banking pla...

FINANCIAL MANAGEMENT

CANACCORD GENUITY GROUP INC. and RESULTS INTERNATIONAL GROUP LLP | August 04, 2022

Canaccord Genuity Group Inc. is pleased to announce that through its UK & Europe capital markets business, Canaccord Genuity Limited, it has entered into an asset purchase agreement to acquire the business of Results International Group LLP ("Results"). Results is an independent advisory firm headquartered in London, UK, focused in the technology and healthcare sectors which provides M&A and corporate finance services to entrepreneurs, corporates, private equity firms and inves...

JPMorgan | February 13, 2020

JPMorgan Chase & Co (JPM.N) has told financial technology companies that they will be barred from accessing its customer information by July 30 if they do not sign data access agreements with the bank and agree to a plan to stop using customer passwords to gather the data. The largest U.S. bank by assets set the new deadline in a letter sent to the companies in late January, in which it also said they must agree a “concrete plan” to transition to a new method of collecting custom...