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Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.
Morgan Stanley is broadening its approach to wealth management with E*Trade providing inroads to new markets, like workplaces and legions of self-directed investors.
BlockFi Prime, which will be available to clients including asset managers, family offices, hedge funds, private equity firms and corporate entities, will feature real-time quotes and 24-hour delayed settlement.
The custody and clearing firm is launching NetXServices, designed for easier connectivity to Pershing data and technical support. It signals a new phase in custodian tech, says an analyst.
Interactive Brokers joins a growing list of payments providers and online broker-dealers that allow their customers to buy and sell cryptocurrencies, including Robinhood Markets Inc., Venmo LLC, PayPal Holdings Inc. and Square Inc.