UniCredit is reducing the amount of client money it invests through Amundi and according to a Bloomberg report, aims to reduce the level to almost zero in less than two years. The move reflects the ...

A pair of big-name providers of financial advisor technology announced new integrations to expand the services they provide. Cash management fintech Flourish Cash can now pull client data directly ...

does such a beast exist? We've got a vbscript that's being put together to track some various things and we want the clientname of the connecting machine. Anything we've found uses WMI to pull client ...

About 1,500 New Jersey law firms and attorneys are scrambling to pull their client trust accounts out of J.P. Morgan Chase, under a state Supreme Court order issued last month declaring one of the ...