08/26/2016
The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisors address a variety of investment needs for end investors.
08/26/2016
FutureAdvisor's strategy is geared towards collaboration with major financial institutions.
08/26/2016
Everest Group’s PEAK Matrix™ Assessment 2016 Recognizes Capgemini’s Forward-Looking, Collaborative Approach
08/25/2016
Three years after moving to Kansas, the pair used their own savings to purchase the 124-year-old CBW Bank, Weir’s sole financial institution.
08/25/2016
The service is expected to be available to U.S. Bancorp Investments clients in 2017.
08/25/2016
Inc. Magazine released its 35th annual Inc. 500|5000 list of fastest growing private companies in America and Innovest has once again made the list.
08/25/2016
The study’s authors attribute the spike to the proliferation of automated advice offerings geared toward retirement plan participants and to the growing use of online and app-based financial account access tools.
08/22/2016
He is also the lead of UBS’s Crypto 2.0 Pathfinder research looking into Blockchains and their impact on business models.
08/22/2016
The scope for continued acquired growth has substantially diminished.
08/19/2016
Unlike other cryptocurrency hedge funds out there, Polychain won't be amassing a portfolio of just Bitcoin or Ether.
08/18/2016
Robo-advisors are all the rage -- but the technology has its ceiling.
08/18/2016
The vendor is already well established in Canada’s credit unions space
08/18/2016
Meridian’s digital proposition will be available nationwide, online and on mobile.
08/17/2016
Smead Capital Management manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions with a value-oriented investment discipline.
08/16/2016
The moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.
08/16/2016
Partnership Enhances Capabilities for Northern Trust’s Capital Markets Group
08/16/2016
Fitch counts roughly 150 Fintechs in Brazil that are growing and taking advantage of gaps left by large and more conservative banks due to the more challenging operating environment in the past few years.
08/16/2016
BankMobile disrupts the financial system with its branchless, fee-free banking services
08/16/2016
Its new hedge fund, to be launched early next year, will tackle investment overcrowding problems through many alpha streams and constant research, innovation, and production of new strategies.
08/16/2016
Eze Castle Integration is recognized as the trusted technology advisor to the hedge fund and investment management industry.