10/06/2017
FinMason Named Finalist in 2017 WealthManagement.com Industry Awards
It is definitely a team effort and we are delighted to be a part of it.
FinTech
10/04/2017
Eagle Investment Systems updates software
Our 2017 software release helps our clients meet the demands of today and serves as the foundation for Eagle’s digital transformation
10/04/2017
Artificial intelligence reshaping wealth management
For small independent firms, these advances potentially offer the biggest risks and rewards.
10/04/2017
TD Extends $30 million Fintech Investment Pool to Unique Patent Program
First bank in North America to step up with resources to help financial sector start-ups protect intellectual capital $3.25 million of Fintech pool now earmarked for patent application support for start-ups
10/03/2017
Salesforce announces new initiative to invest in startups changing the world
The first class of startups to receive funding from the Salesforce Impact Fund span these areas of interest.
10/03/2017
Gartner Reveals Top Predictions for IT Organizations and Users in 2018 and Beyond
"Technology-based innovation is arriving faster than most organizations can keep up with. Before one innovation is implemented, two others arrive," said Daryl Plummer, vice president and Gartner Fellow, Distinguished.
10/02/2017
New Crypto Index Fund To Launch With Backing From Naval Ravikant
Though Horsley and his cofounder Hong Kim do not have backgrounds in either crypto or traditional finance, they have secured some big names as investors/advisors
09/26/2017
Envestnet to Acquire integrated wealth management technology firm
Combined firm will support nearly $2 trillion in platform assets and approximately 10 million investor accounts
09/26/2017
Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients
The single sign-on capability extends to each platform's client portal, so investors can easily view their account information and contact their advisor with questions.
09/26/2017
Hold Up, Not Everyone Wants a Robo Advisor
Family offices hold a firm grasp on the upper levels of the financial industry.
09/25/2017
In Blockchain We Trust? Not Yet, Say Consumers
“By using blockchain technology it is possible to cut through huge swathes of complexity.”
09/25/2017
How to Survive Wall Street's Robot Revolution
But all hope is not lost.
09/25/2017
Deloitte hit by cyber-attack revealing clients’ secret emails
So far, six of Deloitte’s clients have been told their information was “impacted” by the hack. Deloitte’s internal review into the incident is ongoing.
09/22/2017
Why Real Estate Industries in Miami and UAE are Embracing Bitcoin
Bitcoin qualifies as both a store of value and a digital cash system.
09/22/2017
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.72%
Movements in the Indicator reflect investor confidence in their allocations to hedge funds.
09/21/2017
iCapital Network to Acquire US Private Equity Access Fund Platform from Deutsche Bank
Fund portfolio will double iCapital’s platform assets to nearly $5 billion
09/20/2017
Capgemini strengthens its global leadership in Digital Commerce with latest acquisition: U.S. eCommerce provider Lyons Consulting Group
LYONSCG creates world-class digital commerce experiences.
09/20/2017
Women-Targeted Robo Goes Hybrid
The company did not disclose the fees associated with the hybrid platform but said it developed the option “by popular demand.
09/18/2017
FinFolio Launches FinFolio 2.0 App for Wealth Management and Trading
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management
09/15/2017
Moelis Sees Deal Advisers Dodging Robot Threats Faced by Traders
Banks, asset managers ‘in trouble’ due to AI, robotics