01/29/2015
While many advisors and firms have embraced technology, the industry still has some catch-up work to do.While many advisors and firms have embraced technology, the industry still has some catch-up work to do.
01/29/2015
Our next-generation cloud platform allows financial professionals to deliver fully-customizable wealth management solutions for tomorrow's marketplace today
01/29/2015
Advent and SS&C compete in the US and around the world in the wealth, investment, asset, portfolio and fund management software space. It is understood that Advent was pondering a sale in 2013, but changed its mind following a strategic review, having
01/28/2015
Will 2015 See The Death Of The Robo Advisors?
If 2014 was the year that robo advisors came of age, then we’ll probably look back at 2015 as the year the traditional asset management industry fought back.
01/28/2015
American Millennials Will Step Up Use of Non-Traditional Banking Services This Year
32 percent of Millennials expect to use mobile wallets this year, more than half intend to use alternative payment services and 23 percent are considering a peer-to-peer loan
01/27/2015
The highest overall ranking for security and privacy, with features such as one-time pass codes for key security tasks.
01/27/2015
Online broker says it can help advisers attract and keep younger clients
01/26/2015
Calypso Technology names Pascal Xatart as president.
01/25/2015
The funds said they published the letter after four years of unsuccessful attempts by shareholders to talk with Oracle management about governance.
01/21/2015
Renren Founder, Joe Chen, and Former Goldman Sachs, Boston Consulting Group Executive, Carl Stern, Join Board of Directors
01/21/2015
He has more than 25 years of experience in the development, sales, implementation and support of software solutions for the financial services industry.
01/21/2015
More than a third of the bank's customers access their accounts through smartphones
01/21/2015
Novel end-to-end foreign exchange (FX) trading solution leverages Integral’s InvestorFX™ technology
01/21/2015
Addition of Morningstar's portfolio analysis and comparison tools further enhances the robust investment proposal generation capabilities of the FolioDynamix platform
01/19/2015
To make the cardless-cash transactions possible on existing ATMs, the Wintrust machines are being outfitted with software from FIS
01/15/2015
Our approach is straightforward: build solutions which address specific market structure inefficiencies and imbalances
01/15/2015
Firm launches fund through Ultimus Managers Trust to gain operational efficiency, scalability
01/15/2015
Fiserv, Inc. a leading global provider of financial services technology solutions, announced today it has partnered with HedgeACT, based in Chicago, to deliver access to an array of hedge funds to asset managers and investors within their managed account
01/13/2015
The U.S. Internal Revenue Service (IRS), on Monday, introduced a new system that will allow financial institutions and tax authorities in other countries to securely send reports on financial accounts held by U.S. citizens to the IRS under the Foreign Acc
01/12/2015
Mr. Rainusso noted the benefits of providing comprehensive tablet apps given the number of people who now own tablets.