04/01/2016
“The decision to promote Enrique to President, Head of Investments, is reflective of his increased responsibility in now overseeing the majority of our Janus investment teams, as well as his significant contributions to the firm over the past two a
03/31/2016
Some key players in this space are Nutmeg, Wealthfront, Betterment, Vaamo and Moneyfarm.
03/28/2016
That's no small feat given Aviva's history stretches back to late 17th-century Britain, but Shivanandan is pulling out all the stops, including adopting Agile
03/28/2016
The Platform is an integrated solution that supports all stages of client relationship management including front-, middle- and back-office processing services. It is designed to allow wealth management firms to focus on clients' goals and strategic
03/22/2016
The awards were designed to recognize companies, teams, and individuals, deemed by the panel of judges, to have 'demonstrated innovation and excellence during 2016.'
03/09/2016
Financial Services Cloud is available for purchase today, empowering wealth managers to build deeper, 1-to-1 client relationships to be more productive and engage more holistically with clients anywhere and on any devic
03/09/2016
The new user interface provides advisors with access to advanced features and functions, including tax harvesting tools, new dashboards, single-click access to account details and timely trading.
03/08/2016
The alternative investment market is constantly changing, requiring fund managers to use proven technology and services that ensure operations can scale and firms can grow as asset strategies become more complex.
03/08/2016
The Courant calculates compensation as the sum of salary, bonuses, value gained on the exercise of stock options and the vesting of stock awards, plus other forms of direct pay.