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
Financial terms of the Varden acquisition were not disclosed.
09/03/2015
SS&C Technologies has announced the leadership team for its recently acquired Advent Software business unit.
09/02/2015
IBM's cognitive computing system, Watson, is more than just a champion Jeopardy contestant.
08/28/2015
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
The unit will provide financial institutions with high quality, technology-enabled advice capabilities to improve their clients’ investment experience.
08/25/2015
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
Clients First to Use Expanded Platform Services
08/25/2015
Salesforce Financial Services Cloud is part of firm’s effort to target high-value industries
08/25/2015
The most revered CIOs envision new ways technology can be applied to solve big problems, and then execute their vision flawlessly.
08/23/2015
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
08/20/2015
Smartphones and Wealthy Investors
Credit cards still feel safer than smartphones as a payment option to most wealthy investors.
08/20/2015
Ready for the 'Mad Max' World of Digital Banking?
In this "Mad Max" post-apocalyptic world of apps and bots, community banks lay in ruin, fintechs come and go, and megabanks dot the vast desert wasteland.
08/19/2015
Here we’ll give you a strategic framework to think through what Robo technology business model could make the most sense in order to grow and enhance your business.
08/19/2015
Further Enhances Range of Mobile Offerings
08/18/2015
In addition to the discipline they bring to asset allocation, the chief attraction of robos is that they are a lot cheaper than human advisors.
08/18/2015
Apple, Amazon, Facebook and Google’s well-intentioned capitalism has begun to resemble the ruthless corporatism more commonly associated with Wall Street
08/17/2015
To date, many managers think of middle office as a core competency and are legitimately concerned that they will lose control or have data access issues.