Asset managers are tightening controls on personal communication tools such as WhatsApp as they join banks in trying to ensure employees play by the rules when they do business with clients remotely.
Okta, Inc. is a leading provider of cloud-based identity and access management solutions, supporting secure connectivity across organizations of all sizes. It provides identity and access management ...
Investing in Canadian dividend stocks that offer monthly payouts through a Tax-Free Savings Account (TFSA) can help create an income without the stress of market swings or taxes eating into your ...
The fund sold out of Salesforce, which previously represented 1.2% of its reportable assets under management; post-trade stake is 0%. Top holdings after the filing: NYSE:AX: $33.84 million (13.5% of ...
Phocas Software, a leading Business Intelligence and Financial Planning & Analysis (BI and FP&A) platform for the middle-market, and Accel-KKR, a technology-focused investment firm, today announced ...
Tech is a game changer for wealth managers, giving them the one thing they can’t create – time. No matter what role a technology solution is designed for, its primary benefit is completing a task ...
Pharmaceutical and biotech companies have seen a shrinking share of investments across the five boroughs in the first half of 2025 as software startups suck up more of the city’s venture capital. More ...