05/02/2017
"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."
05/02/2017
The introduction of Envestnet Analytics kicks off the company's annual Advisor Summit, where data and analytics will be a central theme this week.
05/01/2017
The complete IRESS wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.
04/29/2017
In October, it was reported that JP Morgan was developing its own blockchain, called Quorum, on the Ethereum network.
04/29/2017
MetLife first unveiled its cost-cutting plan last summer, saying it would save a gross $1 billion a year, partly through job cuts.
04/27/2017
The expansion of third-party model provider offerings, which include a range of ETF and mutual fund portfolios
04/27/2017
It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.
04/27/2017
In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine
04/25/2017
iCapital also provides extensive due diligence and educational support for the affluent investor and financial advisor communities.
04/24/2017
The list features 300 success stories across 10 different categories.
04/21/2017
Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.
04/21/2017
Canada's big banks have been ramping up their investments in technology in the face of competition from low-cost robo-advisers and other technology providers.
04/19/2017
The two companies have a combined customer base exceeding 300 families globally.
04/18/2017
Zelle itself reported that its network has already processed $55 billion in customer transactions from its 20 bank partners.
04/18/2017
Pega Intelligent Virtual Assistant comes preconfigured to extend to Facebook Messenger, Alexa, and Google Home.
04/13/2017
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
The goal of the program is to enhance and refresh portfolio managers' skills in asset valuation, portfolio construction, and risk management.
04/12/2017
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
That said, they're more opaque than other types of funding.
04/11/2017
Launched just two months ago LendingRobot Series has already received a third of its current subscription limit, the firm says.