12/01/2016
Morgan Stanley robo adviser? A future redefined
The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.
12/01/2016
The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.
11/30/2016
The company is currently working with two other financial institutions on projects to go live over the next several months.
11/29/2016
RIA Database was founded in 2005, and tracks historical investment and asset information on all registered investment advisors
11/29/2016
AIMco and Calypso have been working together since 2010.
11/24/2016
Focusing on the high net worth segment has proven its worth
11/23/2016
The bad call is a reminder of the pitfalls hedge funds face as they try to profit from a world awash in data.
11/22/2016
Or maybe it's just that the early robos are already looking like legacy systems?
11/22/2016
FinTech is rewriting the rules of competition in the financial services industry.
11/22/2016
the agreement has a minimum target spend of USD 300 million or USD 100 million a year on average.
11/21/2016
Blockchain is said to provide an immutable record of transactions and identities
11/18/2016
Corporate Insight's latest Next-Generation Investing study reviews key trends in automated advice market; profiles leading players
11/18/2016
It’s been a slow climb, but mobile apps are finally making an impact in the business banking space
11/18/2016
Envestnet Yodlee will now provide Morgan Stanley advisors with data aggregation and reconciliation technology.
11/17/2016
It is a platform that leverages a framework for action and a global network of exchange locations, including Mumbai.
11/15/2016
Global investment in fintech companies is estimated to be over $19 billion last year.
11/15/2016
One of the key drivers for m-commerce growth is the high level of consumer confidence in the security of third-party payments.
11/13/2016
The BWise GRC platform is used by hundreds of organizations across industry sectors worldwide.
11/11/2016
Republicans in both chambers are already pushing bills to adapt the regulatory structure to help new fintech firms gain ground.
11/10/2016
The global developer platform is one of the most comprehensive to date in the financial services industry.
11/09/2016
To gain access to a user's corporate identity, the corporate customer must be involved in the approval process