Managers of Wealth Americas

Broadridge Bags Thomson Reuters' Perry

He brings more than twenty-five years of experience in banking, brokerage and financial information services.

ASI Appoints Charles Brown As VP Of Business Development

Advisor Software, Inc., a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development.

4th Story Adds Productivity Tools for Asset Managers and Hedge Funds

4th Story has introduced a new set of tools to simplify workflow and improve efficiency for analysts and portfolio managers.

IRESS appoints Regional Head

He will commence his role on 1 September 2014.

SimCorp Dimension Version 5.6 Introduces the Investment Management Warehouse

As SimCorp evolves its data management capabilities, version 5.6 extends the Data Warehouse Manager by introducing the Investment Management Warehouse, a comprehensive, industry standard investment management data model for buy-side asset owners and asset

Can an Algorithm be a Fiduciary?

A surge of interest in automated investment management firms has sparked debate about who or what can best meet the high ethical standards required by regulators for recommending investments - software or flesh-and-blood advisers?

Broadridge Reports Fourth Quarter and Fiscal Year 2014 Results

The fourth quarter was successfully executed

Generation Y and the Wealth Transfer to Come by Michael Hunwick, SS&C Technologies

There is a growing list of well-known entrepreneurs like Warren Buffet, Bill & Melinda Gates and Michael Bloomberg who are donating significant proportions of their wealth to philanthropic causes. However, most wealthy individuals are still expected t

Goldman group set to buy message system as alternative to Bloomberg: Sources

Wall Street firms led by Goldman Sachs Group Inc are close to buying a stake in chat and instant messaging startup Perzo Inc in pursuit of an alternative to a similar application from Bloomberg LP

SS&C Technologies Reports Q2 2014 Results

Q2 GAAP Diluted Earnings Per Share of $0.31, and Adjusted Diluted Earnings Per Share of $0.57, Q2 YTD Operating Cash Flow Increased to $92.8 million, Up 32.6%

RCI and SS&C Begin Strategic Development Effort to Incorporate RCI Connect(SM) Platform

RCI(R) Affiliated Resorts Can Increase Operational Efficiency With Automated Entry of Inbound Data From RCI Transactions to SS&C's TimeShareWare

Wealth managers look to next-generation automation for maximum efficiency - Dion

Balancing regulatory pressures with the need for growth is an ongoing challenge for wealth management firms. Research from ComPeer highlighted that compliance was one of only three departments across the industry to increase staff numbers in 2012.

Eagle appoints new heads of sales for Americas, EMEA and APAC

Appointments made as Eagle continues to grow its global sales operations to meet increasing demand in the market for its products and services

Advent Software Reports Second Quarter 2014 Results

Operating income for the second quarter of 2014 was $21.8 million

BofA Merrill Lynch upgrades prime brokerage

Bank of America Merrill Lynch is moving its prime brokerage business away from its current system, ML Prime.

Former E*TRADE Executives Partner with New Online Alternative Fund Platform

INVST has partnered with Carillon Capital, LLC and its two managing partners, Steve Dervenis and Rob Snow, to serve as financial advisors and provide financial services expertise within the fund management business.

Harvey Nash to provide support for investment firm across Europe, Asia and USA

Harvey Nash to deliver infrastructure end-user support to the company’s global operations in multiple locations across North America, Europe and Asia.

Scandals Continue to Rock Financial Services

On July 17th, Financial Advisor reported than an investment adviser in Seattle fraudulently misused more than $8 million of client assets to make loans to himself to buy a luxury vacation home and refinance a rare vintage automobile.

Abacus Group Hires ConvergEx Exec as Chief Financial Officer

Abacus Group LLC, a leading provider of hosted IT solutions for hedge funds and private equity funds, today announced that it has hired Jonathan Bohrer as Chief Financial Officer, effective June 30th 2014.

Scivantage Rolls Out Wealth Management Performance Software

Sqope's social analytics feature shows users how investors who have similar wealth management portfolios are doing.

FinTech