06/21/2018
Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.
06/20/2018
The bank first struck up the partnership with Blackrock in 2016.
06/20/2018
The Altegris family of private and public alternative funds retains the Altegris name, as previously announced, and will operate as the asset management division of Artivest.
06/18/2018
Bank customers can ask Erica to search for past transactions, navigate the app, find bank routing numbers or the nearest ATM, schedule meetings with bankers, view bills and schedule payments.
06/18/2018
However, since the BIS says cryptocurrencies will never attain full-blown currency status, the comment about the internet is gratuitous.
06/15/2018
AlphaPoint was founded in 2013 to help cryptocurrency exchanges build out their infrastructure but has since expanded its service to include a wide range of other assets.
06/14/2018
“In fact, year to date 2018 flows are running slightly better than a year ago, indicating stability in overall capital movements.”
06/13/2018
Firm betting tech will increase wallet share and move brokers towards financial planning
06/13/2018
Sometimes they are rivals, sometimes they are working as partners, and sometimes the lines are unclear.
06/12/2018
"We've got 20,000 operational roles. Over the next five years could you make it 10,000?" Forese was quoted as saying in the FT article.
06/12/2018
InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.
06/12/2018
According to Business Insider, some of these cryptocurrency elite are even somewhat ashamed of their ridiculous gains.
06/11/2018
Wall Street Journal details access to data during 2015
06/07/2018
Janney began using the VestmarkONE portfolio management technology platform in 2013 for portfolio management and trading.
06/06/2018
Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®
Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application
06/05/2018
Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth
06/04/2018
As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.
05/31/2018
The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.
05/30/2018
An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better
05/30/2018
Artivest and RBC Wealth Management launch alternatives platform for HNW
The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.