09/13/2015
Dave Ramsey or R2-D2: Should You Dump Your Financial Advisor For A Robo-Advisor?
A robo-advisor is just a computer program: an algorithm that coaches individuals on how to invest their money.
FinTech
09/10/2015
Guggenheim deploys Clearpool's private label algorithmic trading platform
Autonomy does not require end user development
09/09/2015
Program Allows You To Access Bank Account With Selfie
That is why MasterCard plans to launch a pilot program soon that will scan your fingerprint and use a facial scan, or selfie, at check out.
09/09/2015
BNY Mellon Expands Global Payments Infrastructure
Our new global payments infrastructure is providing benefits to BNY Mellon clients
09/08/2015
Banks testing tech to speed up transactions
The process you use to finish your transaction might vary from bank to bank.
09/08/2015
SS&C acquires Varden Technologies, gains communications portfolio
SS&C has been on something of a shopping spree over the past few years.
09/06/2015
BNY Mellon probed by Mass. over billion-dollar technical glitch
The glitch affected billions of dollars worth of assets.
09/06/2015
Robots could take trillions of dollars of assets from the Wall Street establishment
Big banks that also provide wealth advisory services have to be watching the progress of their stealthy, smaller competitors, especially if they want to hold onto their trillion-dollar lines of business as the industry increasingly shifts digital.
09/03/2015
SS&C Acquires Client Communications Specialist
Financial terms of the Varden acquisition were not disclosed.
09/03/2015
SS&C Announces Leadership Team for Advent Software Business Unit
SS&C Technologies has announced the leadership team for its recently acquired Advent Software business unit.
09/02/2015
IBM Watson: What are companies using it for?
IBM's cognitive computing system, Watson, is more than just a champion Jeopardy contestant.
08/28/2015
New Way to Help Financial Advisors Manage Investor 'Volatility Anxiety'
New rating system enables advisors to proactively reach out to high anxiety clients ahead of panicked phone calls, avoiding reactive, emergency mode conversations.
08/27/2015
Cloud based platform for wealth management industry inks deal with New York City based law firm
Our service offerings have traditionally been deployed exclusively by financial services organizations that specialize in managing trusts for their clients.
08/26/2015
BlackRock buys 'robo-adviser'
The unit will provide financial institutions with high quality, technology-enabled advice capabilities to improve their clients’ investment experience.
08/25/2015
How Robos Handled Their First Major Market Challenge
Wealthfront was active on Twitter, reminding customers that though it can be difficult, it’s important to keep a long-term view and stay the course.
08/25/2015
SEI Wealth Platform Continues Momentum Converting Two New Private Bank And Trust Clients In One Weekend
Clients First to Use Expanded Platform Services
08/25/2015
Salesforce to Launch New Advisor-Centric Platform
Salesforce Financial Services Cloud is part of firm’s effort to target high-value industries
08/25/2015
The CIO Legacy Project: If it Ain’t Broke, Fix it
The most revered CIOs envision new ways technology can be applied to solve big problems, and then execute their vision flawlessly.
08/23/2015
DST Announces Completion Of major acquisition
Our combined resources, capabilities, and commitment promise to bring an unmatched opportunity for our clients to grow and retain retirement assets.
08/21/2015
US wealth management platform expands into UK
Genpact OpenWealth® provides flexible, scalable, and investor-centric new technology platform and wealth management servicing operations in the U.S. and U.K., adding center in Glasgow