07/13/2020
Will Robo-Advisors Replace Traditional Financial Planners?
Robo-advisors are elegant tools that do their best to minimize investing costs and streamline their clients' financial lives.
FinTech
07/12/2020
Transitioning from a registered investment advisor to a multi-family office
A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.
07/10/2020
Brookstone Capital and FormulaFolios Merge to Form $6.5 Billion RIA
Synergies in technology and investment strategy are cited as reasons behind the move.
07/10/2020
Discover Named a Best Place to Work for IT Professionals in 2020
Discover provides a competitive benefits package to all of its employees including a flexible work environment, generous 401(k) match and paid time off package, tuition reimbursement, paid parental leave and commuter benefits.
07/09/2020
SS&C Algorithmics wins Risk Technology Awards 2020 Bank ALM system of the year
The judges were impressed with the “rich and comprehensive integrated functionality…It makes good use of technology
07/09/2020
Red Swan Risk teams up with Asset Control
Red Swan’s RiskON platform provides seamless aggregation of portfolio holdings data with security level risk and reference data using a unified data model.
07/08/2020
The Peoples Community Bank uses Finastra to enhance digital offerings
The bank will also use Finastra solutions including Fusion Phoenix core and Fusion Digital Banking to provide a seamless user experience and increase efficiencies.
07/07/2020
Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years
07/03/2020
Technisys Named A Regional Leader For The Americas In IBSI SLT For 2020
As one of the top two platform-suppliers for the Americas Region, Technisys joins IBS Intelligence’s IBSI SLT Leadership Club.
07/03/2020
Exclusive: JPMorgan drops terms 'master,' 'slave' from internal tech code and materials
The phrases “master” and “slave” code or drive are used in some programming languages and computer hardware to describe one part of a device or process that controls another.
07/02/2020
VoPay, Inverite to expand Open Banking payments coverage
Through the partnership, VoPay will be connected to Inverite’s network of more than 285 financial institutions, providing open banking EFT payments solution in Canada.
07/02/2020
Morningstar, Morgan Stanley adopt new content management tool
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
07/01/2020
Regions Bank is top regional bank in the J.D. Power 2020 U.S. Online Banking Satisfaction Study
Regions recognizes customers need an exceptional service experience and to be able to manage their finances when, where and how they choose.
06/30/2020
FIS partners with FICO to build a new financial crime management solution
By partnering with FICO, FIS is providing a leading-edge solution to automate routine tasks and reduce false positives that make AML compliance management so challenging, allowing employees to work more efficiently
06/30/2020
Empower Pushes into Wealth Management with Acquisition
The combination will give Empower and Personal Capital the ability to offer retirement plan sponsors’ employees a singular view of their entire financial picture.
06/26/2020
Envestnet Launches 2020 Advisor Summit On-Demand
Annual advisor conference is reimagined online
06/26/2020
Chapel Hill wealth management technology firm Eton Solutions raises $11M
This financing allows us to continue to expand the functionality of our comprehensive AtlasFive platform and to ensure our clients’ early success by delivering support through our implementation and client services.
06/26/2020
Advisor Group launches ‘Reg BI-read' enhancements to digital account management platform
The tool then captures each client’s consent, logs it for record-keeping, and enrols the client in eDelivery, converting a previously paper-based and time-intensive task into a seamless online experience.
06/25/2020
The Future of Advice
New survey reveals how advisor business models and practices will change—and the implications for asset managers.
06/25/2020
SAFE invests $3.7 million in new banking technology
This is an investment in our members and in the future," said President