Managers of Wealth Americas

3 Reasons to Consider a ‘Robo-Adviser’

These are online wealth management services that provide automated software-based portfolio management advice without the use of human advisers

Digital Firms Want to Junk Robo Moniker

But robo advisor has broadened to be a catch-all term that has included over time any digital-first wealth management firms

Advisors Using Advent's Black Diamond WM Platform Averaged Close to 25% Asset Growth in 2014

The recent recognition for Black Diamond(R) both as the winner of the "Best Client Reporting Solution" at the FTF News Technology Innovation Awards

Atlantas eVestment Targets French-Speaking Countries

More managers and investors have been signing on in the French-speaking world, leading to the website’s newest language

Destined to fail: bank IT procurement for vendors

Essentially, the buyers are looking at the risk of doing business with you.

Flipkart gains as US mutual funds hike pre-IPO bets

A comprehensive, industry-wide picture is difficult to track

SunGard Chases Frontier Business with Fourth Africa Office

The goal is to tap this frontier market's need for its financial services and eventual move away from manual trading to a more automated model.

Tech Provider To Hedge Funds App-X Names New COO

Hendershot said, “My focus will be to translate our vision into action"

Pershing’s New Plan to Get FAs to Embrace Technology

The second part of the plan involves Pershing’s recent integration with Vestorly’s content management platform to let advisors augment client communication with automated marketing content.

SunGard Data Systems Files for IPO

Private-equity owners to keep majority voting power in software developer

IBM buys Big Blue Box for private & hybrid clouds

IBM has acquired Seattle-based privately held firm Blue Box Group to speed up its open cloud strategy.

Mobile apps turn bedroom traders into star professionals

When Noa Strijbos picks a financial asset to trade on her smartphone while taking her dog for a walk, almost 26,000 people pay close attention.

JPMorgan cuts the cord on voicemail

For JPMorgan's retail employees, there will be no more messages after the beep

Pershing Becomes First Custody/Clearing Firm to Use Vestorly

Firm's advisers will now be able to curate and customize posts from around the web for clients and prospects

Wells Fargo Launches New Tablet App for Advisors

About 28 percent advisors reported using a tablet in 2014

Calypso Introduces Bank-in-a-Box for Capital Markets

Calypso 'Bank-in-a-Box' was developed in collaboration with a group of global banks to streamline, consolidate and document their processes and systems in the face of market and regulatory changes.

Deutsche Bank to open three innovation labs

These labs will act as a bridge between start-ups and different parts of the Bank

Eagle ships upgrades to portfolio management suite

The latest release features significant enhancements and developments across Eagle’s full product suite to help global investment managers efficiently pursue growth and stay ahead of market challenges

Robo-advisors bring cheap investment management to the masses

Digital advisors have their limits.

Bank of the West Unveils Newly-Redesigned Online Banking Services

Clean, Simple Design and At-The-Ready Budgeting Tools Make Keeping Tabs on Finances Easy

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