Managers of Wealth Americas

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.

High Net Worth Investors and Mobile Technology

Wealthy investors will use smartphones and tablets to research financial products but not for purchasing.

Alter Domus selects Thomson Reuters FATCA solution

Thomson Reuters FATCA solution provides Alter Domus with client identification and on-boarding for FATCA legislation compliance.

Closing the Door on Cyber-Security Threats by Lisa McLaughlin, SS&C Technologies

You don’t need to be a cyber-security expert to realize that threats to the security and integrity of information systems are at an all-time high, and are only going to increase.

Morgan Stanley Wealth Management Awarded Patent for Innovative Manager Research/Scoring Tool

Morgan Stanley Wealth Management announced today that it has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by the Firm’s Consulting Group Investment Advisor Research

Merrill's New Advisor Platform Sees Early Success

Early markets at almost 100 percent adoption of new Merrill Lynch One platform

Premier Hedge Fund Analysis and Research App for iPad launched

Risk-AI Fusion is the first ever, practical software for risk analysis of hedge funds for iPad.

FIS Completes Acquisition of Reliance Financial Corporation

The market continues to demand a full-service trust operations BPO solution and this acquisition demonstrates FIS' commitment to meeting that need

Chatham Financial Expands Regulatory Services Ahead of Major EMIR and AIFMD Deadlines

Management Directive and the European Market Infrastructure Regulation (EMIR). Compliance with the new requirements presents significant challenges for the asset management industry, as funds will soon be required to value assets, debt, and derivatives i

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