02/19/2015
Financial Technology M&A Deals: Will Advisors Win or Lose?
Many advisors probably feel the same way, wondering whether they’ll see any benefits from these deals.
02/19/2015
Many advisors probably feel the same way, wondering whether they’ll see any benefits from these deals.
02/19/2015
There’s no evidence Morgan Stanley’s own computers were hacked, said one of the people, who’s familiar with the company’s review.
02/19/2015
The title reads like a loaded question, but there’s actually nothing wrong with incremental improvement – look no further than the Japanese car industry.
02/18/2015
Vestorly claims it brings in website visitors seven times more than traditional contact forms
02/18/2015
TMN currently provides service to 23 banks and anticipates increasing their annual book of business by approximately 20%
02/18/2015
Orion Client Portal Now Integrates Vestorly’s Content Curation Technology to Automate Client Marketing for Advisors
02/18/2015
Reporting that communicates progress towards client goals in a way that makes sense to clients
02/18/2015
This move underlines the current global finance trend of moving to a “holistic” solution
02/17/2015
SS&C GlobeOp's AIFMD web-based Annex IV reporting service leverages web-based workflow technology to automate the reporting process and to ensure that data is captured and aggregated in a consistent way
02/16/2015
A hacking ring has stolen up to $1 billion from banks around the world
02/16/2015
Cybersecurity analysts have for years lamented that banks weren’t paying sufficient attention to the threat posed by online attacks.
02/16/2015
"Traditionally the domain of the wealthy, the recent changes in Texas law open the investment floodgates for all Texans - and that's a game-changer," said Roach. "Equity crowdfunding provides a clear and promising new path for capital
02/13/2015
Startups Get Lofty Valuations From Venture-Capital Backers, Who See Tech-Stock Appeal
02/13/2015
Enhanced Integration Network Will Include Move Money Capabilities Through Schwab OpenView Gateway™
02/13/2015
Once a client account is opened, CLS is instantly added as the co-advisor
02/12/2015
Since 2008, Standard Register has managed a full range of technology-enabled communications for the personal, business and commercial/institutional banking groups
02/12/2015
A range of innovative fintech ideas were developed, including a new credit scoring system
02/11/2015
Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers
02/11/2015
Following the acquisition, Jay Mossman, the Founder and CEO of Akcelerant, will continue as its CEO
02/10/2015
InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform–Client Service during the Private Asset Management Awards ceremony held in New York City.