Technology
15 May 2024

Broadridge, Salesforce Tap Advisors' Automation Needs

Broadridge told this publication that it aims to capitalise on advisors' need to save time on...

Financial Results
29 February 2024

Provision Pushes SJP Into 2023 Loss, Slashes Dividend; Shares Fall

The firm's CEO said its investigation into how it treated clients revealed that client servicing...

People Moves
26 January 2024

Fenergo Appoints Chief Customer Officer

The appointee, who comes from Salesforce, has also worked at Euronext, and major banks such as...