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FinTech

04/13/2017

Harvest Exchange and Partner to Enable Content Sharing Across Financial Services

The partnership introduces Harvest content, which is provided directly by the world's most sophisticated and influential investment organizations, into the Symphony ecosystem.

04/12/2017

SS&C Learning Institute Selected as Exclusive Provider of Certified Portfolio Manager (CPM(R)) Program

The goal of the program is to enhance and refresh portfolio managers' skills in asset valuation, portfolio construction, and risk management.

04/12/2017

Majority of SMEs in the US and Europe Ready to Switch Banks for Offer of Real-Time Payments, says ACI Worldwide

Last year EBA Clearing selected ACI as one of the ‘frontrunner service providers’ for the pan-European EBA SEPA Instant Credit scheme.

04/12/2017

Chicago Family Offices Invest In Startups

That said, they're more opaque than other types of funding.

04/11/2017

LendingRobot launches fund for institutional investors in P2P and marketplace lending

Launched just two months ago LendingRobot Series has already received a third of its current subscription limit, the firm says.

04/11/2017

Level Four Advisory Services Launches Enterprise-Wide Digital Advice With Trizic

“Trizic offered us all of that and more, which made them an obvious partner for Level Four.”

04/11/2017

Asset Manager Fidelity to Join Blockchain Group IC3

IC3 was founded to pursue the development of blockchain technology applications

04/07/2017

SS&C Celebrates Black Diamond Wealth Platform 1,000 Client Milestone

These firms selected Black Diamond to help strengthen their client relationships, reduce their back-office overhead, and drive efficiency and productivity.

04/07/2017

As everyday banking goes digital, branches need higher touch

And in the digital age, when individuals are used to getting answers online quickly, they also expect quick resolution of the in-person query as well.

04/07/2017

First Rate Announces Partnership with Wealth Access

It allows for on-demand reporting in a digital experience that is unmatched in the industry

04/07/2017

LendingClub’s Ousted CEO Renaud Laplanche Is Launching a New Online Lender

It said investors also included large Chinese lender CreditEase and Noah Holdings, an investment management firm.

04/06/2017

Approaches to investment performance at insurance companies: An analysis By: Lorne Whitmore

Their performance measurement requirements are quite different from those of investment management organizations.

04/06/2017

New insurance covers cyber risks for the wealthy

The Private Client Group caters to families with a net worth of more than $1 million and includes 40 percent of the individuals on the Forbes 400 list of the richest Americans.

04/06/2017

BlackRock CEO Larry Fink Says He Is Not Replacing Humans With Robots

Still, even with Fink's commitment to retaining human insight over computing power, the industry’s shift toward automation is already underway and seemingly inevitable.

04/05/2017

White Paper 'Demystifies' the Cloud for Wealth Managers

Cloud computing has fast become the 'new normal' in IT

04/04/2017

LendUp’s Focus On The “New Average” Consumer

LendUp’s first product was an emergency loan product that addressed a core value proposition: immediacy.

04/04/2017

BlackRock puts more of its future in tech

Management giant becomes latest to surrender to quantitative push

04/03/2017

Did JPMorgan Chase Just Start A Digital Advertising Revolution?

Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.

04/03/2017

Banking Outpacing Wealth Management on Digital

Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.

03/31/2017

Robots Are Replacing Humans at All These Wall Street Firms

The layoffs due to automation are an industry-wide shift.

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