Stockspot is Australia's first digital investment adviser. We were founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. We want to do away with the high fees, confusing jargon, endless paperwork and lack of transparency that gives the wealth management industry a bad reputation. Today, we're the largest and fastest growing digital investment advice (robo-advice) service in Australia. We're helping thousands of Australians manage their money smarter with our low-fee transparent investment service.

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CI FINANCIAL CORP. REACHED AN AGREEMENT TO ACQUIRE THOUSAND OAKS FINANCIAL CORPORATION

PR Newswire | July 31, 2020

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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)...

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Payments

GLOBAL PROCESSING SERVICES RAISES OVER US$300 MILLION TO ACCELERATE TECHNOLOGY DEVELOPMENT AND GLOBAL GROWTH

Global Processing Services | October 14, 2021

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Global Processing Services (“GPS”), the leading global payment technology platform, today announced it has raised over US$300 million from Advent International (“Advent”) and Viking Global Investors (“Viking”), who will co-control the company. The investment by Advent will be funded through Advent Tech and Sunley House Capital, an affiliate of Advent. GPS’ API-first payment technology platform enables innovative card programmes for the wor...

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JPMORGAN CHASE TO PRESENT AT THE BARCLAYS GLOBAL FINANCIAL SERVICES CONFERENCE

JPMorgan Chase & Co | August 07, 2020

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Jennifer Piepszak, Chief Financial Officer of JPMorgan Chase & Co., will present at the Barclays Global Financial Services Conference on Tuesday, September 15, 2020 at 10:30 a.m. (Eastern). The conference will be virtual this year with video presentations and meetings. A live audio webcast will be available on the day of the conference at www.jpmorganchase.com under Investor Relations, Events & Presentations....

Read More

TRUCLARITY MANAGEMENT SOLUTIONS SUPPORTS TRIAGEN WEALTH MANAGEMENT TO LAUNCH INDEPENDENT ADVISORY

TriaGen Wealth Management | May 27, 2020

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TriaGen Wealth Management today announces the launch of its registered investment adviser. TriaGen offers a range of professional advice spanning financial planning and portfolio management. Business owners, executives and families. Read More

news image

CI FINANCIAL CORP. REACHED AN AGREEMENT TO ACQUIRE THOUSAND OAKS FINANCIAL CORPORATION

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)...

Read More
news image

Payments

GLOBAL PROCESSING SERVICES RAISES OVER US$300 MILLION TO ACCELERATE TECHNOLOGY DEVELOPMENT AND GLOBAL GROWTH

Global Processing Services | October 14, 2021

Global Processing Services (“GPS”), the leading global payment technology platform, today announced it has raised over US$300 million from Advent International (“Advent”) and Viking Global Investors (“Viking”), who will co-control the company. The investment by Advent will be funded through Advent Tech and Sunley House Capital, an affiliate of Advent. GPS’ API-first payment technology platform enables innovative card programmes for the wor...

Read More
news image

JPMORGAN CHASE TO PRESENT AT THE BARCLAYS GLOBAL FINANCIAL SERVICES CONFERENCE

JPMorgan Chase & Co | August 07, 2020

Jennifer Piepszak, Chief Financial Officer of JPMorgan Chase & Co., will present at the Barclays Global Financial Services Conference on Tuesday, September 15, 2020 at 10:30 a.m. (Eastern). The conference will be virtual this year with video presentations and meetings. A live audio webcast will be available on the day of the conference at www.jpmorganchase.com under Investor Relations, Events & Presentations....

Read More
news image

TRUCLARITY MANAGEMENT SOLUTIONS SUPPORTS TRIAGEN WEALTH MANAGEMENT TO LAUNCH INDEPENDENT ADVISORY

TriaGen Wealth Management | May 27, 2020

TriaGen Wealth Management today announces the launch of its registered investment adviser. TriaGen offers a range of professional advice spanning financial planning and portfolio management. Business owners, executives and families. Read More

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C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us