01/10/2017
US FinTech firm buys UK wealth management software firm
The firm claims to have some 660 customers in the market for new accounting software.
01/10/2017
The firm claims to have some 660 customers in the market for new accounting software.
01/06/2017
The next generation of AI in wealth management uses rules or models crafted by data scientists with Ph.D.s and master's degrees.
01/04/2017
It's building a marketplace for third parties to build innovative products and services through its application program interfaces.
01/02/2017
Bridgewater Associates is reportedly developing artificial intelligence
01/02/2017
The numbers in Canada are sketchy, but reported to be around 250 and growing.
12/27/2016
If only human emotions would be left out of the workplace, it would make it possible to run the place most efficiently
12/26/2016
“The disruption in banking is coming later than other areas because of the complexity of the regulations and the amount of trust required,”
12/26/2016
With the technological changes and new developments occurring every day, internet users no longer have to face the problems online that they had to face lately due to technical glitches, which resulted in frustration.
12/26/2016
Pent-up demand and several other factors will make 2017 the strongest tech IPO market we’ve seen since the dot-com boom of the late 1990s.
12/21/2016
The recognition underscores Tibergien's profound and lasting contributions to the financial advice industry
12/21/2016
Having an office in Canada will allow Eze Software to be closer to our clients and facilitate faster and better service
12/21/2016
BofA announced another series of updates to its mobile app
12/20/2016
How do you spot the black swan fraudulent payment?
12/19/2016
US taxpayers using virtual currency transactions involving Coinbase
12/16/2016
Conifer shares SS&C's vision on delivering high quality services to solve real customer problems
12/16/2016
Frank Porcelli Joins iCapital’s Board of Directors
12/15/2016
Chief Executive Officer Michael Garrity, Financeit's founder, said in an interview the deal had transformed his business, doubling its loan value and revenue, and Financeit would now consider more acquisitions.
12/14/2016
The new service could potentially compete with Schwab’s Institutional Intelligent Portfolios, as the latter is a digital advice platform that the firm sells to advisers to use with clients.
12/14/2016
The report recommends that the private sector work with consumer organizations and the Federal Trade Commission
12/14/2016
Financial institutions are increasingly focused on deepening relationships with commercial customers