08/22/2018
PractiFI opens US office
In June, PractiFI partnered with Nod, a fintech that creates Statements of Advice (SOAs) in real time.
FinTech
08/22/2018
JP Morgan to unveil new investing app with an eye-catching, disruptive price: Free
When its engineers flip a switch in coming days, more than 47 million people who already use the company's banking app or website will gain access to the new service, called You Invest.
08/21/2018
Fiserv Upgrades UMA
New features include dashboard alerts, flexible reporting views and a single sign-on to all Fiserv tools.
08/21/2018
12 Tools To Run Your Family Office Like A Silicon Valley Startup
As the sheer speed of change today in virtually every business and communications sphere nears the social equivalent of light-speed, many older family offices have had difficulty keeping their services relevant.
08/20/2018
As financial technology pushes ahead, push for updating regulations grow
It's much more inefficient when some of the subtleties in regulations are slightly different
08/14/2018
Bitcoin investing is creating tax predicaments for hedge funds
As a result, many funds have tried to minimize their liabilities without really knowing what the rules are.
08/14/2018
Canada’s Twist On The Digital Banking Model
Through its Savings Plus account, the company offers high savings on interest rates that are used across a variety of purposes
08/14/2018
UK tops US for FinTech investment, KPMG study shows
To that end, the Big Four firm’s ‘Pulse of Fintech’ report found that the UK also topped Europe for FinTech investment, accounting for more than half of the total investment, which stood at $26 billion.
08/14/2018
Capital Factory exec sees more Dallas family offices investing in tech startups
Bryan Chambers wears many hats in the local venture capital scene.
08/13/2018
Silicon Valley’s Unicorn Elite Are Sitting on $60 Billion in Untapped Wealth
Tech has long been a robust wealth creator: six of the 10 richest people on the Bloomberg Billionaires Index built their fortune in the industry.
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/08/2018
Coming of age digitally
Learning, leadership, and legacy
08/06/2018
Jamie Dimon Says JPMorgan Will Use Blockchain ‘for a Whole Lot of Things’
While JPMorgan’s official position on cryptocurrency and Dimon’s opinion do not always coincide, both have seen a shift over the past year.
08/06/2018
Facebook in talks with banks to share customer details, expand customer service
Facebook, which has come under intense criticism for sharing user data with many app developers, was interested in information including bank card transactions, checking account balances, and where purchases were made, according to the source.
08/02/2018
Karam Hinduja Creates a Membership Network Centered Around Alternative Investments for Family Offices
Karma Network announces the launch of its exclusive investment club
08/02/2018
SS&C to acquire investment management solutions firm
Strategic move will strengthen SS&C’s front-to-back office suite of technology
07/30/2018
SS&C Deliver 2018: Spotlight sessions for asset managers
Blockchain is widely considered to be the next disruptive technology.
07/27/2018
LPL Financial Selects SS&C's Black Diamond for Vendor Affinity Program
Black Diamond® Wealth Platform will be available to LPL's 16,000+ financial advisors
07/27/2018
Major Milestone: There Are Now More than 300 Cryptocurrency Funds
This not only provides investors with a wider array of options