07/22/2015
America's smartphone obsession extends to mobile banking
We recognize how essential smartphones are to everyday life and banking is no different
FinTech
07/22/2015
FIS Provides Win-Win for INTRUST with Expanded Trust & Wealth Management Technology & Operations Relationship
Those efficiencies – particularly when paired with FIS’ industry experience – have enhanced traditional trust operations, allowing firms to consolidate technology and streamline operations.
07/20/2015
SS&C’s Advent Selected as 'Best Accounting System Provider'
For over 25 years, Geneva has been recognized throughout the hedge fund industry
07/20/2015
SS&C GlobeOp's Hybrid Fund Services Group: An Introduction
The new group will be led by George Schnell, Vice President of SS&C GlobeOp
07/20/2015
Vanguard Robo’s $4B Surge a Threat to Others
Assets at the Vanguard Personal Advisor Services platform soared in the second quarter, going from $17 billion as of March 31 to $21.2 billion as of June 30, RIABiz reports.
07/17/2015
Automation is Here to Stay in Wealth Management – Are You?
Wealth management today is being quickly and drastically re-written by new competition, technology advancements and a new generational view that “we don’t want to work with our father’s advisor anymore.”
07/16/2015
Thomson Reuters Launches Regulatory Diagnostic Tool for Insurance & Asset Management Professionals
The tool is part of an integrated suite of risk management products and solutions and further extends Thomson Reuters service offering.
07/15/2015
This Hedge Fund Is Seeking an Artificial Intelligence Edge
Highbridge, which oversees $24 billion, and Sentient Technologies have had talks “regarding the application of our tech to finance and trading
07/15/2015
Wells Fargo considers robo advisory service
The robo advisers often pursue passive investment strategies
07/15/2015
Wealth Adviser: More Robos on the Horizon
Another big brokerage is considering launching a robo-advisory service.
07/15/2015
SS&C Completes Buy of Black Diamond Maker Advent
The deal is also a testament to the growth in the advisor space, Joel Bruckenstein, producer of the Technology Tools for Today events, tells the website.
07/15/2015
BlackRock introduces online technical service for advisers
BlackRock has launched a digital adviser centre to provide advisers and wealth managers with a range of tools and services
07/14/2015
SS&C Hires Industry Veteran to Head Its New Private Capital Business Unit
New business unit will derive maximum value from SS&C's wealth of cloud-based products and services to address specific needs of private capital market
07/14/2015
Financial Advice from Robots
People have been looking for this kind of low-cost, automated quality advice for decades and it hasn’t been available to many
07/14/2015
Roger Lang Joins Netswitch Technology Management Board Of Directors
Roger is a great entrepreneur and a visionary in the field of behavioral analytics
07/14/2015
Vestmark Acquires Advanced Objects' Proposal Generation Technology
VestmarkONE is a single platform that delivers institutional-caliber portfolio management
07/10/2015
Why Nasdaq Is Betting On Bitcoin’s Blockchain
In its highest-profile application yet, Bitcoin’s public transaction record will help startups keep track of shares and shareholders.
07/10/2015
Operations performance management expert sets its sights on US financial market
Newly-appointed US managing director Mark Bourgeois will target leading banks, insurers and BPOs with globally-recognized solution for improved productivity and business-wide flexibility
07/09/2015
DST Acquires Wealth Management Systems Inc
Combined Services Expected To Better Serve Market Dealing With Aging Demographics
07/08/2015
Cetera Financial Institutions Selects Broadridge Mobile Solution to Support its Retail Advising Platform
Solution enables unified multi-channel experience for advisors and their clients