Managers of Wealth Americas

Pershing Becomes First Custody/Clearing Firm to Use Vestorly

Firm's advisers will now be able to curate and customize posts from around the web for clients and prospects

Wells Fargo Launches New Tablet App for Advisors

About 28 percent advisors reported using a tablet in 2014

Calypso Introduces Bank-in-a-Box for Capital Markets

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.

Deutsche Bank to open three innovation labs

These labs will act as a bridge between start-ups and different parts of the Bank

Eagle ships upgrades to portfolio management suite

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

Robo-advisors bring cheap investment management to the masses

Digital advisors have their limits.

Bank of the West Unveils Newly-Redesigned Online Banking Services

Clean, Simple Design and At-The-Ready Budgeting Tools Make Keeping Tabs on Finances Easy

Google Unveils Apple Pay Rival

Android Pay uses technology already embedded in most Android phones

Bank of the West taps Fiserv for online overhaul

The design of the online banking service originated with tablet banking in mind

FBN Securities signs for SS&C MarketTrader

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, today announced FBN Securities has selected SS&C MarketTrader™ as its order management system

Trillions of assets still managed on outdated legacy systems finds SimCorp report

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today published a report, Legacy systems: The elephant in the room. Why investment management firms need to tackle the issue head-on

BasisCode Compliance named WealthManagement.com 2015 Industry Awards finalist

BasisCode Compliance, provider of the industry's broadest integrated compliance software for asset managers, advisors and other financial services firms, has been named a finalist in the compliance technology category of WealthManagement.com's 2

Original Robo-Advisor Financial Engines Seeks Life Beyond 401(k)s

Long before the phrase "robo-adviser" existed, Sunnyvale, California-based Financial Engines was cornering the untapped 401(k) plan market with computer simulations to help people save for retirement

Mobile remote deposit growth set to accelerate branch decline - Celent

Accelerating growth in mobile remote cheque deposits is set to have a profound effect on the branch channel, according to research from Celent.

Fox Financial Planning Network Launches AdvisorTouch Symphony

A step-by-step training program to help financial advisory firms leverage robo-technology to grow their businesses and deliver services more efficiently and profitably

John Hancock Acquires Software Provider Guide Financial, Inc. As Part of Companywide Long-Term Innovation Plan

Guide Financial Technologies Use Behavioral Finance and Artificial Intelligence to Help Advisors and Customers Make Financial Decisions

Millennials have a clear favorite when asked which tech company is their 'ideal employer'

Millennials’ career aspirations are unsurprisingly driven towards tech

Android Payments Could Be Key Item News From Google I/O: Merrill Lynch

Merrill Lynch also expects Google to upgrade Android M

Broadridge to Acquire Fiduciary Services and Competitive Intelligence Business

The acquisition will expand Broadridge's leading enterprise data and analytics solutions for mutual fund manufacturers

When Goldman Sachs Began Flirting with Bitcoin

A few hours after Newsweek released its story about the man it alleged to be Satoshi Nakamoto, in March 2014, four men took the stage at an auditorium in the New York headquarters of the Wall Street giant Goldman Sachs to talk about Satoshi's creatio

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