03/25/2018
The primary intention of the project is to build a customized digital ledger for clients. At present, enterprise companies using the customized digital ledger include heavyweights like Microsoft and Pfizer.
03/25/2018
'This was a breach of trust, and I’m sorry we didn’t do more at the time.'
03/23/2018
The brokerage's focus on digital could be a way to retain younger clients or an effort to catch up with Merrill
03/23/2018
Black Diamond is revolutionizing the wealth management experience with innovative, cloud-based tools that strengthen connections with clients and prospects.
03/23/2018
The entries are then reviewed by a prestigious panel of expert judges from industry, financial services, and academia.
03/22/2018
“People may roll their eyes in the land of wealth management and financial services, but it’s no longer a place for just banks. They don't own it anymore,”
03/22/2018
The emergence of trade war as a top concern comes at a time when US President Donald Trump has announced that he would impose tariffs on steel and aluminium products. Read more at: //economictimes.indiatimes.com/articleshow/63401288.cms?utm_source=conte
03/22/2018
This recognition tracks well with the reception Genesis has received from clients upon its debut.
03/21/2018
Technology to Increase Transparency, Provide Seamless Client Experience
03/21/2018
A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.
03/21/2018
AlphaCore Capital, a La Jolla-based wealth management firm, has launched factorE, a wealthtech tool powered by machine learning, designed to uncover the risks and exposures of multi-asset portfolios through visual simulations on a single interface.
03/21/2018
The company designs, develops and supplies semiconductors and collects royalties on wireless handheld devices and infrastructure based on its dominant position in CDMA and other related technology patents.
03/21/2018
Unified Platform Continues Market Momentum in 2018, Providing Scalable Solution to Support Firm's Focus on Growth
03/20/2018
"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."
03/20/2018
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
03/15/2018
The analysis of big data provides ratings for each member’s business level, professional skills, and reliability.
03/15/2018
The Hedge Fund Research index, tracking all discretionary funds, posted a 2.4% decline for February.
03/15/2018
The most immediate repercussion is a ratcheting up of clients' prioritization of speed to measurable outcomes.
03/13/2018
Swarm, a blockchain for private equity and hedge fund investments, has launched the first major update to the Swarm Asset Management Network Alpha.
03/13/2018
Acquisition to add recognized expertise in administering complex fund structures and bolsters Canadian presence