12/16/2015
Often, digital documents contain financial and investment information, bank account numbers and other personally identifiable information that, when in the wrong hands, could be destructive to your client.
12/15/2015
Fintech companies are shaking up banking and other industries by allowing savers and borrowers to bypass traditional lenders
12/14/2015
No road-map has been published, but testing is scheduled for late next year and a go-live date projected for late 2017
12/14/2015
The rating affirmation of J. Safra Asset reflects its well-formalized and consistent practices for investment process, risk controls and compliance, in addition to its robust and segregated structures for fiduciary administration and custody, in line with
12/11/2015
The platform is due to launch early next year.
12/08/2015
Hyland rated as a ‘Best-in-Class’ solution for content management and enterprise operations support
12/07/2015
"The 2008 financial crisis and subsequent regulatory changes put a premium on identifying liquidity-related risks before they become a problem," said Andrew G. Arnott, president and CEO.
12/04/2015
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
12/03/2015
One negative consequence, according to Pocan, is the idea that robo advisors could be used as a primary source of advice by investors
12/03/2015
Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook.
12/02/2015
The couple also said they are starting the Chan Zuckerberg Initiative, an organization to manage their money and “promote equality for all children in the next generation.
12/02/2015
Online portfolio manager Wealthsimple is gaining ground among competitors as it acquires online brokerage Canadian ShareOwner Investments Inc.
12/01/2015
Institutional investors pressure Mayer and Board to consider options.
11/27/2015
Everyone knows that the modus operandi of the Californian technocracy is to look for a regulated industry and try to disrupt it with unregulated competition.
11/25/2015
Blockchain technology is the engine underpinning bitcoin, but it has been viewed separately from the cryptocurrency of late.
11/24/2015
Gery Shalon is alleged to have run a ‘criminal conglomerate’ that reaped hundreds of millions of dollars in illegal profits
11/24/2015
The news comes almost immediately following Manulife’s announcement that the company’s senior vice president of wealth management strategy and business development was appointed as chief innovation officer.
11/24/2015
It’s not just Millennials who’ve come to expect certain services delivered online and in real time.
11/24/2015
Wincor Nixdorf provides information technology solutions and services to retail banks and the retail industry around the world, focusing the branch operations of both sectors, according to its website.
11/20/2015
Envestnet will pay approximately $371 million in cash and issue approximately 6,084,000 shares of Envestnet common stock in the transaction