LPL Financial targets 90% asset retention for Commonwealth onboarding while advancing $2.4T asset base

Q4 2025 Management View CEO Richard Steinmeier highlighted a milestone year, stating, "we delivered industry-leading organic ...
American Banker

Why small banks, credit unions are buying onboarding tech

Kohler Credit Union, Think Bank and Communication Federal Credit Union gave their onboarding and direct deposit tech an upgrade through fintech partnerships.
Crowdfund Insider

U.S. Bank Global Fund Services to Leverage Regtech Fenergo for Investor Onboarding Transformation

U.S. Bank Global Fund Services (GFS) announced it has engaged Fenergo, a firm focused on client lifecycle management technology, to digitize and streamline the investor onboarding and service ...
Morningstar

STP Integrates Passthrough with BluePrint to Streamline Investor Onboarding and Fund Administration

Integration connects investor onboarding workflows directly to STP’s BluePrint platform, reducing manual processes and improving data flow STP Investment Services (STP), a global provider of ...
Crowdfund Insider

Embedded Finance : German Fintech Solaris Launches Bankident Plus for Compliant Onboarding

In a key development for the embedded finance sector, Solaris, a Banking-as-a-Service (BaaS) provider, has rolled out Bankident Plus.
Kalkine Media

Robinhood Markets (NASDAQ:HOOD) Observed Within Nasdaq Index fund Scope

Robinhood Markets, Inc (NASDAQ:HOOD) operates a mobile brokerage platform referenced alongside the nasdaq Index fund.