TIAA Wealth Management's head of wealth products sees more clients looking for a "one-stop shop" experience, making the ...

Securities-based lending is the practice of lending money to investors who use their securities, such as stocks, exchange-traded funds and others, as collateral for the loan. Getting a ...

A securities based loan, or margin loan, is line of credit secured by assets in your investment portfolio. These loans typically come with a relatively low interest rate, and can be processed and ...

NEW YORK and DUBLIN, Oct. 22, 2020 /PRNewswire/ -- Utilizing the latest in Cloud technology to enable end-to-end Securities-Based Lending (SBL), Rockall, a Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions (NYSE:BR) has secured a patent for the machine learning technology that enables the fintech firm to provide financial advisors with engagement predicting scores and ...

NEW YORK, May 1, 2019 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, today announced that it has acquired Rockall, a market ...

The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios. The ...

The transformational role of AI in the wealth tech space continues to prompt collaborations from industry players seeking early adopter advantage. Broadridge Financial Solutions has unveiled a ...

NEW YORK, Dec 4 (Reuters) - Just a few years ago, Morgan Stanley lacked the expertise, infrastructure or desire to do a lot of lending, but today it is making a big push into loans to bridge a profit ...

NEW YORK, Aug. 6, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in Uptiq, an AI ...