04/19/2016
“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,
04/18/2016
Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f
04/14/2016
The acquisition has been led by Euclid Opportunities, ICAP's early-stage fintech investment incubator, founded by Steve Gibson in 2011.
04/14/2016
SS&C’s investment in Nervanix will combine its leading adaptive learning capabilities with SS&C’s portfolio of solutions including its leading financial services cloud-based learning platform, Zoologic Learning Solutions.
04/13/2016
SEI is a leading global provider of institutional and private client wealth management solutions, which help professional wealth managers, institutions, and private investors create and manage wealth.
04/13/2016
AssetMark, Inc., a leading provider of innovative platform, investment and consulting solutions serving financial advisors, announced today that Huatai Securities has agreed to purchase the Company from private equity firms Aquiline Capital Partners and G
04/13/2016
SEI drew on its global operating platform to provide Centerbridge with a solution tailored to its fund administration, fund accounting, middle-office and investor servicing requirements for both its private equity and credit businesses.
04/05/2016
In recent years, investors have poured money into startups, giving 152 of them vaunted "unicorn" valuations of more than $1 billion — and more than a dozen of them are in the fintech space. But now,
04/01/2016
Mr. Stone was holding approximately 2.7 million non-voting shares and, under applicable law, he could not convert these shares into voting securities or acquire additional SS&C voting shares without the Hart-Scott-Rodino clearance.
04/01/2016
“The decision to promote Enrique to President, Head of Investments, is reflective of his increased responsibility in now overseeing the majority of our Janus investment teams, as well as his significant contributions to the firm over the past two a
03/31/2016
Some key players in this space are Nutmeg, Wealthfront, Betterment, Vaamo and Moneyfarm.