Managers of Wealth Americas

DST Acquires Wealth Management Systems Inc

Combined Services Expected To Better Serve Market Dealing With Aging Demographics

Cetera Financial Institutions Selects Broadridge Mobile Solution to Support its Retail Advising Platform

Solution enables unified multi-channel experience for advisors and their clients

SS&C Completes Acquisition of Advent Software

Acquisition establishes leading global provider with more than 10,000 customers worldwide; Combined revenues approximate $1.2 billion with winning combination of leading investment management software and services

IDS Launches Industry-Leading Asset Management Portal to Arm Customers Against Common Business Problems

IDS announces the launch of a new Asset Management Portal to assist customers in effectively and independently managing IT assets and maintenance contracts

FinTech’s Secret Weapon Against Central Banks

Where do we go when the era of Central Banking dies?

Apple becoming a bank? Don't count on it

Silicon Valley's assault on the banking world is often forecast, but unlikely to happen

Investment Technology by Numbers by Phil Banas

The marketing departments of investment software firms trumpet the glory of their wares in the purple prose of modern marketing.

Advent CFO Jim Cox Named 2015 Bay Area CFO of the Year

In his role as CFO, Mr. Cox oversees all of Advent's accounting and financial reporting, investor relations, financial planning and analysis, treasury, and tax operations

AIM Software appoints Director of Sales for the North American Market

This expertise is a tremendous asset for any financial institution exploring how it can best tackle today’s data management challenges.

A Goldman-backed messaging product is out to crush Bloomberg

Big banks have been paying out billions in fines in the wake of the financial crisis, in part thanks to unchecked behavior in chat rooms exposing them to prosecutors and investigators.

This Fortune 500 bank’s patents are cited by Apple, Google and Nike

Bank of America is becoming an aggressive tech innovator. Cathy Bessant, a 33-year company veteran, leads the way.

Two Sigma pours resources into big data to expand its institutional business

The Two Sigma group is made up of legal entities Two Sigma Investments LLC and Two Sigma Advisers LLC that share space in buildings across the street from each other in New York.

Hard Sell Ahead for Schwab's Newest Robo

Charles Schwab has finally flipped the on switch for its robo product for advisors -- now the hard sell begins.

New Digital Tools From TD Ameritrade, T. Rowe Price

Branded digital apps continue to roll out as firms attempt to connect with a wired clientele

EPL, Inc. and Payveris Announce Strategic Partnership

Leading Core Software and Technology Solutions Firm Joins Forces With Next Generation Online and Mobile Digital Payments Platform to Offer Integrated Bill Pay Solution

OceanFirst Bank Offers Touch ID for Mobile Banking

Cloud-based technology powered by Digital Insight provides OceanFirst Bank customers faster and secure access to bank accounts

Can Lynn Tilton's social media crusade work?

The private equity industry usually lives up to its name by keeping business intensely private. Lynn Tilton is not the average private equity executive.

Advisor Software adds 2 to management team

Advisor Software, Inc. said that Thuyen Nguyen and Kevin Kraus have joined the firm to help its growth in the financial technology space

Long-Time CFP Warns Robo Threat Is 'Real'

While robo advisors are currently just a wafer-thin slice of the trillion-dollar wealth advisory industry, they have already garnered $4 billion in assets under management

Millennials and robo-advisors: A match made in heaven?

Financial advisors are facing two dueling forces