01/12/2016
Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report awards were designed to recognize companies, teams and individuals which are deemed to have "dem
01/12/2016
Broadridge Investment Management Solutions most recently was recognized as the “Best Post-Trade Technology” provider
01/12/2016
HiPortfolio is an award-winning investment accounting and asset servicing solution
01/12/2016
Dynasty’s Alternative Investment Platform Includes Leading Private Equity and Hedge Fund Managers, Comprehensive Fund Diligence, and Fully Automated Client Documentation and Administrative Support, Delivered by iCapital Network
01/08/2016
The FinLab initiative aims to review and test at least three business-to-business innovations per year and implement at least one per year.
01/08/2016
The giant investments in Bitcoin startups – with no proven track record and engaged in the development of peer-to-peer currency
01/06/2016
Rockefeller & Co's sale of the platform, which could be announced as soon as Thursday, will allow it to concentrate on the business of managing client money
01/05/2016
Today, most traditional wealth managers are investment managers.
01/04/2016
He was part of the Investor Pitch Forum convened by The ArcView Group, an Oakland-based marijuana industry market research and capitalization group.
01/04/2016
Protecting the banks’ crown jewels – money and personal data – may have become more difficult than ever, but financial institutions have fortified their defences with a little help from their fintech friends.
12/29/2015
Kane also expects some of the larger firms to announce at least one more round of funding
12/28/2015
FinTech has become one of the hottest topics in the tech startup scene and will continue to dominate in 2016.
12/24/2015
Yet, 2015 has not only shown Bitcoin’s resiliency in market value, but the underlying Blockchain technology has been the talk of the economic world.
12/24/2015
JPMorgan also has established teams for robotics, blockchain technology and big data applications
12/21/2015
The technology that drives the shadowy cryptocurrency bitcoin is drawing interest from the established banking industry, which sees a potential to revolutionise the sector
12/21/2015
FIS announces collaborative effort with The Venture Center to support FinTech Accelerator.
12/18/2015
$8.5 billion fund cites experienced team and technology as well as spirit of collaboration for overall project success
12/18/2015
Broadridge platform delivers transparent performance analytics and reports for Edward Jones clients
12/17/2015
It’s an exciting time to be in the thick of things as financial technology is improving the service levels advisors can provide to investors of all sizes.
12/16/2015
Shares of Heartland, which mostly processes payments on behalf of small merchants, climbed 12% after hours to $95.10