10/20/2017
Wealth Management Alums "Marry" Talents to Form New Wealth Technology Venture
The wealth management industry is facing an existential moment," said Doug.
FinTech
10/17/2017
Investor Says a Bitcoin Fund May Be Just a Year Away
The trust invests exclusively in bitcoin and derives its value solely from the price of the asset.
10/17/2017
Banks are Cautiously Optimistic Emerging Technologies will Significantly Impact Today's Correspondent Banking Model
The white paper spotlights growing client demand for flexible, cost-efficient and integrated solutions that will require banks to bring together internal legacy infrastructure with components from external third-party providers.
10/16/2017
SS&C Closes Acquisition of CommonWealth Fund Services
The newly acquired business expands SS&C's footprint in Canada and adds a talented management team and staff.
10/16/2017
BTC Capital Management implements Indata for portfolio management
Additionally, the firm was looking for a system with open architecture and flexibility, specifically the ability to connect efficiently with its other key systems.
10/16/2017
JP Morgan launches blockchain-based IIN
Pilot with Royal Bank of Canada and Australia and New Zealand Banking Group Limited aims to disrupt the global payments industry
10/12/2017
J.P. Morgan's online brokerage platform not meant to disrupt
Whatever direction the bank ultimately takes, its global wealth management businesses appear to be thriving, according to its latest earnings results.
10/11/2017
Wells Fargo expands fintech banking team
The expanded Financial Technology Group supports the industry with dedicated relationship managers and supportive infrastructure.
10/10/2017
JPMorgan and Singapore's wealth fund lead $100 million investment in Silicon Valley fintech
Business-to-business payments in the United States have been particularly slow to adapt to new digital technologies.
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.
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.”