01/10/2015
Gulf International Bank has launched the Middle East's first online-only consumer banking business, seeking to diversify after almost collapsing during the global financial crisis and to tap into a young, tech-savvy population.
01/09/2015
FinFolio’s Portfolio Management Software has enhanced client performance report distribution by adding an email distribution option.
01/08/2015
These awards will recognize the very best operators in the private client industry
01/08/2015
The new reporting requirements are the same as those for reports currently provided to the Financial Transactions and Reports Analysis Center of Canada
01/08/2015
Automating the client reporting and communications process with SimCorp Coric will enable Eaton Vance to focus on client engagement and revenue growth.
01/08/2015
But with the availability of artificial intelligence and sophisticated risk algorithms that can run on mobile devices, some argue there’s little need for even stripped-down versions of the branch.
01/07/2015
Davies Beller and James Kissane Named Managing Directors
01/06/2015
Oakbrook Solutions, a leading systems, process, and delivery expert for the wealth management industry has been shortlisted for the 2015 Family Wealth Report Awards in the category of Management Consultancy.
01/06/2015
Personal Capital, the leader in digital wealth management, has crossed another milestone: one billion dollars in assets under management.
01/06/2015
The recurring element of this new contract represents a 55% conversion premium to the original contract.
01/06/2015
DST Acquires Strategic Advisory Firm
Combination Brings a New Level of Business Intelligence to the Asset Management Industry
01/01/2015
It is understood the bank is uncomfortable with the amount of personal and financial information Apple wants to collect about its customers.
12/31/2014
AdvisorHUB, a year-old gossip and news Web site for the brokerage industry, has become such a part of brokers’ daily reading routine that some call it the “New York Post of financial news.”
12/29/2014
The Telegraph reports that at least one of the largest banks is concerned about the mobile payments service's terms.
12/26/2014
He was surprised that in order to purchase 2.5 million shares, the firm had to indicate an interest in buying 750 million shares, or 300 times that amount.
12/25/2014
Larry Page, who co-founded web search company Google 15 years ago, recently shared his idea about what should happen to his billions of dollars in the event of his death.
12/24/2014
JPMorgan’s security team had apparently neglected to upgrade one of its network servers with a double authentication scheme
12/23/2014
This research series has drawn on SEI's industry-leading knowledge around defined benefit accounting
12/23/2014
The Vestmark BPO service is a business process outsourcing solution that allows broker-dealers, banks, investment managers, and advisors to outsource middle- and back-office administrative and operational functions.
12/19/2014
The challenges of digital banking will open the core banking software market to more suppliers as banks attempt to keep up, while traditional development resources dwindle.