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UMB appointed custodian by mutual funds manager
08 September 2020 Kansas City
Reporter: Rebecca Delaney

E-Valuator has selected the institutional custody division of UMB Bank, a subsidiary of UMB Financial Corporation, to administer custody services to its mutual funds

SRD II: the industry is ready to ‘varying degrees’ as directive goes live
03 September 2020 London
Reporter: Becky Bellamy

The industry is “ready to varying degrees” for SRD II, which went live today, according to Demi Derem, general manager, investor communication solutions international of Broadridge

Broadridge reports favourable 2020 fiscal year figures
11 August 2020 New York
Reporter: Rebecca Delaney

Broadridge Financial Solutions has reported total revenues of $4.5 billion in the fiscal year ended 30 June 2020, marking an increase of 4 percent compared to the same period last year

MUFG selects Broadridge for private debt tech
20 July 2020 London
Reporter: Rebecca Delaney

Broadridge Financial Solutions has been selected by MUFG Investor Services to provide loan tracking and reporting technology to private debt clients

Broadridge sees demand for SRD II solution
14 July 2020 London
Reporter: Rebecca Delaney

Broadridge Financial Solutions has experienced a record number of new signings for its multi-industry Shareholder Rights Directive solution

UK DB pension schemes lose up to £250m a year
03 July 2020 London
Reporter: Maddie Saghir

The research suggested that the large losses are down to DB pension schemes investing via less tax-efficient fund structures than those available

Broadridge completes FundsLibrary acquisition
02 March 2020 New York
Reporter: Maddie Saghir

The acquisition is set to accelerate Broadridge’s pan-European regulatory communications and digital data platform, as well as support the lifecycle of fund data, documents, and regulatory reporting for the investment industry

Goal Group names new APAC managing director
13 February 2020 Melbourne
Reporter: Becky Bellamy

Selvie Shaqiri has been appointed as managing director for Asia Pacific at Goal Group

Broadridge appoints Chris Perry as president of financial solutions
06 February 2020 New York
Reporter: Maddie Saghir

Currently, Perry leads Broadridge’s global sales, marketing and client solutions organisation

Broadridge eyes up acquisition of FundsLibrary
21 January 2020 New York
Reporter: Maddie Saghir

Broadridge has entered an agreement to acquire FundsLibrary from its parent company Hargreaves Lansdown

Broadridge expands class actions and corporate actions team
08 January 2020 New York
Reporter: Maddie Saghir

Broadridge has named its new vice president, head of global class actions and corporate actions

Broadridge launches new reconciliation AI platform
03 December 2019 New York
Reporter: Becky Bellamy

Broadridge Financial Solutions has launched a new AI and machine learning platform for reconciliation, matching and exception management application