08/10/2017
Fidelity Investments Inc has started allowing clients to use its website to view their holdings of bitcoin and other cryptocurrencies held through digital wallet provider Coinbase.
08/09/2017
We never believed that robos would put advisors out of business.
08/08/2017
Sam Maule joins 11:FS as Managing Partner, Americas
08/07/2017
The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.
08/07/2017
Family offices help successful families manage their investments and trusts as well as provide personal day-to-day services
08/04/2017
The Bank’s customers across Europe and Latin America will be able to access their portfolios at any time and on any device.
08/03/2017
APX and Geneva prove unstoppable this year as SS&C Advent looks at new ways of serving new clients
08/02/2017
SEI currently manages retirement plan assets for over 350 plan sponsors worldwide, representing over $60 billion in assets.
07/31/2017
Trial shows AI is more efficient than traditional methods of buying and selling
07/28/2017
Scotiabank is undergoing a digital transformation to meet the changing expectations of customers.
07/26/2017
The second branch contains firms that each run less than $1 billion in hedge fund assets.
07/25/2017
Morgan Stanley’s investment, together with investments from UBS Financial Services and lead investor BlackRock, brings iCapital’s total funding to date to over $50 million.
07/25/2017
The investors included Isaac Dietrich, chairman of MassRoots and unidentified investors that include family offices and high-net worth individuals.
07/25/2017
The acquisition of Sybenetix will further expand Nasdaq’s leadership in the surveillance space and make it a leading provider to the buy-side industry
07/24/2017
Pilatus Bank explains why Wells Fargo Bank is closing 450 of its branches in the US.
07/24/2017
The majority of the affected customers are clients of Wells Fargo Advisors, the branch of the bank that serves high-net-worth investors.
07/20/2017
Envestnet platform capabilities encompass proposal generation risk profiling, account onboarding, portfolio management, administrative workflow, client reporting and billing, compliance, and business management oversight tools.
07/20/2017
Socially responsible investing is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact
07/20/2017
Acting Comptroller Noreika suggested that the OCC would seek to rely on other OCC chartering authorities not affected by the legal challenge.
07/18/2017
We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options