Sanjay Chojar

M&A integration is no joke. After integrating Taylor Hewson CFP®, CIM®, Connor Hewson and Crystal Ganshorn, we were reminded that even when there is strong alignment on philosophy and culture, there is still real work to complete a successful integration. In M&A, alignment gets you to “yes.” However, integration determines how well it actually works. A few realities we experienced firsthand: 🔹 Client onboarding at scale is complex and time-intensive 🔹 Data integration is critical to ensure continuity for both clients and internal teams 🔹 A clear communication plan explaining the why behind the decision to clients and staff matters immensely. 🔹 Financial integration across systems, expenses, revenue, and reporting requires precision 🔹 People and culture integration takes intention, not assumptions 🔹 Bringing new advisors into shared meetings and collaboration rhythms does not happen automatically 🔹 Learning the PWL way is essential to deliver a consistent, high-quality client experience regardless of advisor 🔹 Cybersecurity standards must be upheld throughout the transition to protect client data None of these steps are glamorous but all of it is essential. The good news is that once you work through the initial integration phase, something powerful happens. Teams collaborate more, new ideas form, standards rise and the client experience improves. Done well, integration is not about absorbing a team. It is about becoming better together and building a platform that can serve more Canadians with consistency, care, and excellence. This is the work behind sustainable growth.

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Pirum selects Bhaskaran as chief product officer. Joining the firm with two decades of industry experience, Vinod Bhaskaran will focus on AI-powered data analytics capabilities and T+1 https://lnkd.in/e_A9XKNY #SecuritiesFinance #Banking

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FinTech News covers how Wiss is entering 2026 with unprecedented momentum in growth, innovation, and talent, driven by AI-optimized solutions and cutting-edge tech investments serving 10,000+ clients across the middle market. Read the full story 👉https://hubs.ly/Q03ZLqSt0 #Wiss #AIOptimizedAccounting #FinancialAdvisory #TechForward

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FIS’ Michelle Henrich and BNY’s Carl Slabicki chart the shift in bank tech. Henrich recalls the old model: stitching multiple back-ends with mismatched XML/SOAP/REST - slow, brittle, and limiting APIs to must-have use. Slabicki outlines BNY’s platform model: build core capabilities once, centrally own them, and expose via APIs a single source of truth, less duplication, faster delivery. Slabicki also adds AI across the SDLC: drafting stories, seeding code, and generating/running tests—elevating people. The bottom line is fewer one-offs, more shared services, API-first. with AI as the accelerant. https://lnkd.in/eFNe8wZD #fintech #finance #banking #paytech #payments #fintechnews #paymentsnews

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In a recent interview with RIA Channel, BNY Pershing’s Noam Tasch and Beacon Pointe's David Le, CFP® shared insights on how #AI, machine learning and automation are revolutionizing client experiences and operations. 🔑 Client Experience: Easy, secure access to financial data and personalized tools. 💡 New Markets: Tech to tap into new client segments. 🧠 Build vs. Buy vs. Partner: Smart decisions with a hybrid approach. 📊 CRM & Data: High ROI from CRM investments, highlighting data's role in AI and analytics. Stay tuned for more from #realinsite and catch the full interview here: http://ms.spr.ly/6042s15dr

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The RIA landscape is entering a pivotal transformation. Rising referral minimums, heightened client expectations, and operational strain are reshaping how advisory firms compete and scale.   The key forces influencing 2026 and what forward-thinking RIAs must prepare for: • Custodian consolidation reducing referral flow • HNW clients demanding real-time reporting and daily insights • Technology limitations restricting scale and precision • The urgent need to modernize workflows and strengthen automation • How firms can position themselves for long-term competitiveness   These shifts are accelerating, and firms equipped to adapt early will lead the next era of advisory excellence.   +1 (617) 868-0271 | info@softpak.com         #RIA #WealthManagement #AdvisorTech #Automation #HNWClients

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BNY connects to LCH to expand triparty collateral services The collaboration extends access to a wider clearing community, including futures commission merchants and broker-dealers. https://lnkd.in/eTtdtWns

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Time to Look Beyond Big Tech? Our President and CIO, Kate El-Hillow, recently joined CNBC to discuss the shifting dynamics in market leadership. As the dominance of mega-cap tech stocks begins to wane, Kate emphasizes the importance of diversification and a balanced asset mix to navigate today's volatile markets.​ In her conversation, she highlights the necessity of stress-testing portfolios against various policy shifts and not becoming overly concentrated in trending sectors like AI or the "Magnificent Seven." ​Haystack News At Russell Investments, we believe in the power of a well-diversified portfolio to manage risk and capture opportunities across different sectors and asset classes.​ 🎥 Check out Kate's full interview here: https://lnkd.in/dhHK3cJk​ #MarketLeadership #Diversification #InvestingInsights #RussellInvestments

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BNY’s expansion of tokenized deposit capabilities highlights growing institutional demand for on-chain cash that operates within trusted banking frameworks. Faster. More efficient. Always on. Paxos is proud to work alongside BNY to support the development of regulated, programmable financial infrastructure that bridges traditional financial systems and digital asset markets.

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