Managers of Wealth Americas

How Robos Will Change Investing

In addition to the discipline they bring to asset allocation, the chief attraction of robos is that they are a lot cheaper than human advisors.

Amazon exposé shows how little tech has changed the landscape

Apple, Amazon, Facebook and Google’s well-intentioned capitalism has begun to resemble the ruthless corporatism more commonly associated with Wall Street

Today’s Managers Must Seriously Consider the “Rent” versus the “Build” or “Buy” Options by Bill Bormann

To date, many managers think of middle office as a core competency and are legitimately concerned that they will lose control or have data access issues.

Wells Fargo & Co. Upgrades Cyberark Software to “Outperform” (CYBR)

Other equities research analysts also recently issued reports about the company.

eVestment Wants To Change The Way Retail Traders Invest

We have about 100 registered investment advisors that use some of our core products and analytics

“Betterfront”: Proposal for a More Competitive Robo-Advisor

Quibbling instead of innovating has always been the calling card of CEOs looking to distract people from troubles closer to home.

Bitcoin exchange itBit opens up about its private and exclusive Bankchain project

Bankchain is a fully permissioned distributed ledger system with a governance committee and a native itBit token.

SS&C Sees Growth Following Acquisition of DST Global Solutions

During the past eight months, SS&C HiPortfolio and Anova have achieved numerous milestones including 16 percent year over year growth, nearly twenty key customer acquisitions, and solution integration.

GBST Holdings Limited reports: What you need to know

The wealth management division which develops and sells the GBST-Composer software was the standout in the past financial year.

Fidelity National Targets Biggest Money Managers in SunGard Deal

Upon closing, FIS will be uniquely positioned to offer a broad range of enterprise banking and capital markets solutions to empower financial institutions and businesses worldwide.

SS&C's Advent Wins "Best Portfolio Management Solution" at Systems in the City Awards 2015

Nominees and winners were selected by an independent panel of judges.

ITG To Pay Record SEC Penalty For Misusing Dark Pool Info, Operating Secret Desk

ITG agreed to admit wrongdoing and pay a penalty of $18 million, the largest levied by the federal regulator against an alternative trading system to date

Yodlee, Inc. (YDLE) Spikes on Announcement of Buyout by Envestnet

Under the buyout agreement, Yodlee Chief Executive Officer Anil Arora will become Vice Chairman of the combined companies board of directors and CEO of the Yodlee subsidiary.

Advisor Software Gives Software Developers a "Robo-Advisor in a Box"

New services include a full suite of Portfolio Analysis APIs.

Wealth-Firm Backbone Provider Strikes Again

Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial services providers

Ziegler Wealth Management Selects FolioDynamix

FolioDynamix will be deployed as a turnkey asset management platform, replacing legacy technology and providing Ziegler with the foundation to grow its wealth management business.

Automated reconciliation reduces asset managers' operational risk - SS&C

There is also a significant amount of data involved in reconciliations and a failure to manage it accordingly through seamless processes can result in major operational risks.

5 firms, 6 emails / Electronic chat transcripts that cost billions

Emails, telephone calls and electronic chats were a crucial part of the damning evidence

BNY Mellon's Albridge Announces the Integration of Albridge Wealth Reporting into LPL's Vendor Affinity Program

Through our single sign-on interface, we have strong integrations with nearly 50 of the leading technology solutions in the marketplace.

Robo-advisors on the march, says Deloitte

Deloitte believes the wealth management industry is likely entering a period of significant disruption.

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