Managers of Wealth Americas

Iridian Asset Management mandates SEI

As Managers Distribute Strategies More Globally, Service Providers Help Them Meet Evolving Operational and Reporting Requirements

Mirae Asset Global Investments Focuses on Helping Financial Advisors Navigate the Emerging Markets

The new website introduces a content-rich digital platform with tools and resources to help advisors navigate the emerging markets.

Advent Named Leading Margin Management Provider

"Advent has a longstanding reputation for bringing innovative solutions to the market and Syncova is yet another great example," commented Rod Sparks, publisher of The Hedge Fund Journal.

The IPO Market For Billion-Dollar Tech Companies Is 'Disappearing'

He cites Box and Square as examples of companies that have delayed their IPOs because they were losing so much money and didn't want to withstand the scorn investors' would have thrown at their red ink.

Acquisition of Reliance Financial Corporation Supports FIS Focus on Wealth Management

The resulting combination will bring together two industry leaders with deep domain expertise and create a full-service wealth management and retirement offering encompassing technology, selective operational functions, full back-office operations outsour

Davis + Henderson Becomes DH Corporation

The name change was approved by the shareholders of the Company at the annual and special meeting of shareholders held on April 30, 2014. The Company will continue to operate as "D+H" in the market.

Deltek Announces Baker Tilly As Its Government Contracting Partner of the Year

With more than 1,600 employees, Baker Tilly provides a wide range of accounting, tax, and advisory services

SS&C Technologies Reports Record Revenue, Stronger Earnings

Record revenue of $185.8 million in the first quarter 2014, representing an increase of 7.3 percent from the first quarter 2013

Accredify Offers High Net Worth Individuals an Easy Way to Invest in Private Equity Online

The service works in the same manner as Facebook Connect, where Accredify members sign in to portals to instantly qualify as an investor.

Envestnet | PMC Expands Impact Investing Solutions to Meet Rising Investor Demand

Links Wealth Management to Positive Social Change

Investment Management Firms Must Maximize Technology Initiatives to Increase Business Value - SEI

Outsourcing Partners Create Streamlined Processes and Operational Efficiencies

SS&C Forms REIT Servicing Group

SS&C's number one priority is to address the needs of its customers

Reinventing Buy-side Infrastructure

As the asset management industry balances the conflicting trends of growth and uncertainty, buy-side firms are taking a hard look at their operating processes.

SmartStream announces new TLM Reconciliations Premium deployment with SEI

This utility will be based on the latest version of SmartStream’s TLM Reconciliations Premium™ solution.

Reducing Trade Execution Expenses and Gaining Transparency are Top of Mind for Leading Global Banks - Broadridge

Quarterly roundtables uncover key challenges and best practices in trade expense visibility and management

Virtus Investment Partners Selects SS&C for Middle and Back Office Services

SS&C’s technology platform will be utilized at multiple affiliates

How Robo-Advisors Are Reshaping Investing

The growing segment of so-called robo-advisors is far more vast and diverse than the moniker suggests.

SunGard Survey Reveals Concerns That Testing of Financial Services Infrastructure Is Inadequate

The smooth implementation of upgrades or new technology is crucial in helping ensure that financial services firms can offer new or improved products and services to their customers and retain a competitive advantage.

SunGard Named Technology Provider of the Year at Americas Derivatives Awards

The award winners were announced at the gala reception and dinner on April 22 in New York.

SS&C Launches REIT Servicing Group

Servicing Group Addresses Growing Mortgage REIT Investment Accounting and Reporting Needs

FinTech