Managers of Wealth Americas

Advent Wins 2014 FTF News Technology Innovation Award

Advent Portfolio Exchange® Recognized as "Best Client Reporting Solution"

Sprott Asset Management Selects SSCNet for Automated Settlement Notification

SSCNet Expands Post-Trade Connectivity for Sprott's Counterparties

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

4th Story, LLC's suite of automated trading and analysis products help brokers, hedge funds and institutional traders get their trading ideas

Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud

Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

Morningstar to Acquire HelloWallet Holdings

When the transaction is completed in the coming days, Morningstar will pay $39.0 million because it currently has a minority stake in the company valued at $13.5 million.

State Street launches FX crossing platform

TruCross/FX is overseen by the agency FX unit of State Street Global Markets and is expected to be available in the third quarter of 2014

Global unrest will grow as jobs disappear to technology: BlackRock CEO

BlackRock CEO Larry Fink says what he’s worried about most is technology and its impact on jobs around the world.

Younger consumers look to digital banks; would bank with other service providers

If the big banks want to turn millennials into customers who are as loyal as their parents were, they better increase their online and mobile presence.

Technology to spark big changes in financial services

Technology will put pressure on firms to increase the human element in an effort to stand out from the competition

Capgemini Launches Digital Assets to Serve Growing Need for Interactive Information Services

These new dynamic digital assets represent the next generation of financial services

Hedge Fund Manager DoubleLine Capital Signs Up For New CLO Tech Platform

DoubleLine and its affiliates (DoubleLine) manages approximately $50 billion in assets held in closed- and open-end 1940 Act funds, separate accounts

Merrill Lynch's 'Merrill One' Platform Raises the Bar on Investment Solutions

Merrill Lynch is transforming its advisory business by doing what all other brokerages have only talked about for years

Watching the wealth of young tech millionaires

The sudden rise of young tech millionaires is posing a problem for financial advisers who are struggling to connect with a new generation of wealthy individuals.

Silicon Valley Bank eyes boost from British tech sector

The head of specialist Californian lender Silicon Valley Bank believes that the growth potential of technology start-ups in London could boost its British lending portfolio by up to 50% a year.

Stress Tests Require Continuous Tech Upgrades, Bankers Say

Federal stress tests are forcing banks to continually upgrade their technology in order to meet the shifting demands of banking regulators.

How FutureAdvisor plans to shake up wealth management

FutureAdvisor, the digital investment management service, announced today that it had raised $15.5 million in a series B funding round led by Rebecca Lynn of Canvas Venture Funds.

DST launches advanced version of Anova

“We’re witnessing increased demand from asset and wealth management firms to modernize their current performance measurement and attribution systems," said Webb.

McGladrey Wealth Management Selects Advent's Black Diamond Platform

Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.

Pershing Adds Silanis e-SignLive E-Signatures to Broker-Dealer Solutions

Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo

8 Financial Services 2014 IT Salary Trends

Technology pros in banking and securities continue to see their salaries rise, but workers are looking for training, flexibility, and job security as well.

FinTech