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
12/16/2015
New Component of Socially Innovative Investing Strategy Expands Access to Investments in Carbon Divestment-compliant Companies
12/16/2015
Most of the world's biggest banks, with the exception of Chinese lenders, have now signed up to the initiative.
12/16/2015
Often, digital documents contain financial and investment information, bank account numbers and other personally identifiable information that, when in the wrong hands, could be destructive to your client.
12/15/2015
Fintech companies are shaking up banking and other industries by allowing savers and borrowers to bypass traditional lenders
12/14/2015
No road-map has been published, but testing is scheduled for late next year and a go-live date projected for late 2017
12/14/2015
The rating affirmation of J. Safra Asset reflects its well-formalized and consistent practices for investment process, risk controls and compliance, in addition to its robust and segregated structures for fiduciary administration and custody, in line with
12/11/2015
The platform is due to launch early next year.
12/08/2015
Hyland rated as a ‘Best-in-Class’ solution for content management and enterprise operations support
12/07/2015
"The 2008 financial crisis and subsequent regulatory changes put a premium on identifying liquidity-related risks before they become a problem," said Andrew G. Arnott, president and CEO.
12/04/2015
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
12/03/2015
One negative consequence, according to Pocan, is the idea that robo advisors could be used as a primary source of advice by investors
12/03/2015
Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook.
12/02/2015
The couple also said they are starting the Chan Zuckerberg Initiative, an organization to manage their money and “promote equality for all children in the next generation.
12/02/2015
Online portfolio manager Wealthsimple is gaining ground among competitors as it acquires online brokerage Canadian ShareOwner Investments Inc.
12/01/2015
Institutional investors pressure Mayer and Board to consider options.
11/27/2015
Everyone knows that the modus operandi of the Californian technocracy is to look for a regulated industry and try to disrupt it with unregulated competition.
11/25/2015
Blockchain technology is the engine underpinning bitcoin, but it has been viewed separately from the cryptocurrency of late.
11/24/2015
Gery Shalon is alleged to have run a ‘criminal conglomerate’ that reaped hundreds of millions of dollars in illegal profits