Wealthsimple Assets Reach $169.2 Billion as Net Flows Hit $11 Billion
Wealthsimple ended the third quarter of 2026 with $169.2 billion in assets under administration, up 68% from a year earlier, the company reported on November 5, 2026. Assets rose 9% from the previous quarter, while quarterly net flows reached $11…
SS&C Raises $1.05 Billion in Convertible Debt for 2027 Refinancing
SS&C Technologies announced on November 5, 2026 that it had priced an upsized $1.05 billion private placement of 2.75% convertible senior notes due 2031, a central component of its plan to redeem $2.0 billion of 5.500% senior notes maturing in…
iCapital to Distribute Mubadala Capital Evergreen Strategy
iCapital announced on November 5, 2026 that an evergreen private markets strategy sponsored by Mubadala Capital will be made available to qualified investors through iCapital Marketplace, expanding the fintech company’s offering for wealth managers and their clients across the Middle…
Gateway Mortgage Signs Agreement for ICE Servicing Technology
Intercontinental Exchange announced on November 4, 2026 that Gateway Mortgage, a division of Gateway First Bank , had signed an agreement to implement ICE’s MSP mortgage servicing system, with plans to adopt ICE Servicing Digital, ICE Customer Service and ICE…
KeyBanc Agrees to Buy Atlantic-Pacific Capital in Sponsor Push
KeyBanc Capital Markets, KeyCorp’s corporate and investment banking unit, announced on November 3, 2026 that it had entered a definitive agreement to acquire Atlantic-Pacific Capital, adding global fund placement, direct private placement and secondary advisory capabilities to its financial-sponsor business.…
SS&C Allocates $240 Million in Term A-9 Loans to Help Refinance 2027 Notes
SS&C Technologies Holdings announced on November 2, 2026 that it has allocated to lenders $240 million of incremental term A-9 loans under its existing term loan A facility and $400 million of additional commitments under its existing revolving credit facility,…
Cullen/Frost Shifts NYSE Listings to TXSE in November 2026
Cullen/Frost Bankers, Inc. said on October 29, 2026 that it will voluntarily transfer its primary stock exchange listings from the New York Stock Exchange to the Texas Stock Exchange, moving trading in both its common stock and its preferred depositary…
Utah Prosecutors Charge KalshiEX, Mansour, Lopes Lara In 14-Count Case
The Utah Attorney General’s Office filed a 14-count criminal Information against prediction-market operator KalshiEX LLC and its co-founders, Chief Executive Officer Tarek Mansour and Chief Operating Officer Luana Lopes Lara, on October 28, 2026. The charges, built on 12 sports…
Bitso Brings US Options Trading to Mexico Through Alpaca Partnership
Bitso has launched options trading on US-listed stocks and ETFs for investors in Mexico, offering the product through Nvierto, its investment adviser registered with Mexico’s National Banking and Securities Commission, on infrastructure from brokerage and clearing provider Alpaca, according to…
Intapp Subscription Revenue Rises 29% to $125.5 Million in Fiscal Q1
Intapp reported subscription revenue of $125.5 million for its fiscal first quarter ended September 30, 2026, a 29% increase from a year earlier, in financial results the company announced on October 27, 2026. Total revenue was $161.3 million, a 16%…
Canada’s Largest Credit Union Picks Temenos SaaS for Core Overhaul
Temenos announced on October 26, 2026, that Vancity, Canada’s largest credit union, has selected Temenos SaaS to modernize its core banking platform and support its next phase of growth. The release, datelined Vancouver, Canada and Grand-Lancy, Switzerland, describes Vancity as…
Court Appoints Special Administrators to Jarvis Investment Management
Jarvis Investment Management Limited, the FCA-authorised stockbroker wholly owned by AIM-quoted Jarvis Securities plc, has entered special administration, with Adam Stephens and Philip Hemming of S&W Partners LLP appointed as joint special administrators. The Financial Conduct Authority, which published a…
SS&C Wins Transfer-Agency Mandate for Thornburg ETF Share Classes
SS&C Technologies Holdings, Inc. said in an October 13, 2026 release that Thornburg Investment Management has selected SS&C to support its exchange-traded fund (ETF) share class structure. SS&C described Thornburg as a global investment firm with USD 62 billion in…
AvaTrade Agrees to Acquire Majority of FXCM Business, Expanding Its Trading Technology Reach
Online brokerage competition increasingly turns on the technology surrounding a trade: the research that informs it, the software that executes it, and the infrastructure that keeps the account running. AvaTrade is seeking to expand that combination through an agreement to…
SS&C Schedules Third-Quarter 2026 Earnings Release for October 22
SS&C Technologies Holdings, Inc. will announce financial results for the third quarter ended September 30, 2026 after the close of the market on Thursday, October 22, 2026, the company said in a scheduling notice dated October 6, 2026 and datelined…
