06/05/2015
Advisors Using Advent's Black Diamond WM Platform Averaged Close to 25% Asset Growth in 2014
The recent recognition for Black Diamond(R) both as the winner of the "Best Client Reporting Solution" at the FTF News Technology Innovation Awards
06/05/2015
More managers and investors have been signing on in the French-speaking world, leading to the website’s newest language
06/05/2015
Essentially, the buyers are looking at the risk of doing business with you.
06/05/2015
A comprehensive, industry-wide picture is difficult to track
06/05/2015
The goal is to tap this frontier market's need for its financial services and eventual move away from manual trading to a more automated model.
06/04/2015
Hendershot said, “My focus will be to translate our vision into action"
06/04/2015
The second part of the plan involves Pershing’s recent integration with Vestorly’s content management platform to let advisors augment client communication with automated marketing content.
06/04/2015
Private-equity owners to keep majority voting power in software developer
06/04/2015
IBM has acquired Seattle-based privately held firm Blue Box Group to speed up its open cloud strategy.
06/03/2015
When Noa Strijbos picks a financial asset to trade on her smartphone while taking her dog for a walk, almost 26,000 people pay close attention.
06/03/2015
For JPMorgan's retail employees, there will be no more messages after the beep
06/03/2015
Firm's advisers will now be able to curate and customize posts from around the web for clients and prospects
06/03/2015
About 28 percent advisors reported using a tablet in 2014
06/03/2015
Calypso 'Bank-in-a-Box' was developed in collaboration with a group of global banks to streamline, consolidate and document their processes and systems in the face of market and regulatory changes.
06/03/2015
These labs will act as a bridge between start-ups and different parts of the Bank
06/02/2015
The latest release features significant enhancements and developments across Eagle’s full product suite to help global investment managers efficiently pursue growth and stay ahead of market challenges
06/01/2015
Digital advisors have their limits.
05/29/2015
Clean, Simple Design and At-The-Ready Budgeting Tools Make Keeping Tabs on Finances Easy
05/29/2015
Android Pay uses technology already embedded in most Android phones
05/29/2015
The design of the online banking service originated with tablet banking in mind