04/27/2017
MASECO Private Wealth Selects InvestCloud
It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.
FinTech
04/27/2017
WisdomTree and AdvisorEngine Strengthen Advisor Growth Program Through Key Technology Acquisition
In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine
04/25/2017
iCapital Network Expands Online Platform to Serve Accredited Investors
iCapital also provides extensive due diligence and educational support for the affluent investor and financial advisor communities.
04/24/2017
Kevin Diao of Meixin Global in Forbes 2017 30 Under 30 List
The list features 300 success stories across 10 different categories.
04/21/2017
BMO Harris Bank Launches FinTech Partnership Program with 1871
Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.
04/21/2017
National Bank takes minority stake in robo-advisor Nest Wealth
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
Asset Vantage Acquires Financial Navigator
The two companies have a combined customer base exceeding 300 families globally.
04/18/2017
Bank of America Customers Have Sent $8 Billion in P2P Payments
Zelle itself reported that its network has already processed $55 billion in customer transactions from its 20 bank partners.
04/18/2017
Pegasystems launches AI-powered bot
Pega Intelligent Virtual Assistant comes preconfigured to extend to Facebook Messenger, Alexa, and Google Home.
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.