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Citigroup agreed to sell its Alternative Investor Services business to SS&C Technologies, a provider of software and investment services to the finance industry, for about $425 million.
August 18 -
The $9.1 billion acquisition of SunGard Data Systems would deepen FIS' bench in banking and asset management services and add products for capital markets, dovetailing with banks' desire to narrow the list of companies that serve them.
August 12
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The acquisition of Yodlee, considered PFM's pioneering firm, would cement Envestnet's capability to serve an emerging demand for data aggregation and leveraging data insights and behavioral science in wealth management.
August 10 -
Wells Fargo has hired Allianz veteran Jasmine Jirele to head its trust operations team.
August 10 -
MutualFirst Financial in Muncie, Ind., which is under pressure from an activist investor to sell itself, has agreed to buy the trust business of First Bank of Berne in Indiana.
August 4 -
M&T, PNC, SunTrust and other regionals reported strong fee growth thanks to inroads they have made in investment banking, wealth management and other areas. It couldn't have come at a better time for them.
July 17
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Piper Jaffray has agreed to buy River Branch Holdings, a Chicago investment bank that focuses on financial institutions.
July 13
