04/25/2013
The Sell-Side Technology judges chose SunGard as sell-side technology provider of the year based on the strength and breadth of the Company’s technology solutions for sell-side firms.
04/25/2013
Google Trends
04/24/2013
In its ongoing commitment to the North America region, Liz Bevan will take up the newly created position, CEO North America in the company's New York office.
04/21/2013
Raymond James receives Innovation Award
New award recognizes leadership in the advancement of the financial industry’s products, services and platforms through technology innovation.
04/16/2013
Strategic Partnership Demonstrates the Company's CIT Leadership as Managers Seek Expansion within U.S. Retirement Market
04/14/2013
Prudential WMS has more than 30 years of experience helping financial services firms develop and enhance their wealth management offerings.
04/10/2013
The enhancements are designed to benefit home office advisors, operations professionals and advisors with discretion over client assets
04/09/2013
New Enhancements Provide Immediate Visibility Into Tasks and Optimize Workflows
03/28/2013
InvestEdge was honored to receive the 2013 award, having competed with a group of top-performing investment platform providers
03/27/2013
LDS Wealth Advisors is enhancing our online presence to further position ourselves as an industry leader
03/25/2013
When it comes to doing work on the go, advisors are trading in their laptops for tablet devices, a new survey shows.
03/24/2013
As a preferred vendor, Advent's Black Diamond portfolio management and reporting platform is available to independent registered investment advisor firms who use Raymond James as their custodian.
03/21/2013
Temenos acquires TriNovus
The acquisition will significantly increase Temenos’ customer base in the US
03/20/2013
Captrust Financial Advisors implements Linedata front office platform
Wealth management firm looks to increase efficiencies through platform consolidation
03/20/2013
Sabby Extremely Satisfied, Would Refer Others to SS&C GlobeOp
03/19/2013
Under this new relationship, Vestmark will serve as a provider to Fortigent
03/18/2013
BNY Mellon Risk View(SM) delivers enhanced investment transparency across all asset classes, including equities, fixed income and alternatives
03/18/2013
Advent Software Board of Directors Completes Review of Strategic Alternatives
We engaged in a thorough process and carefully considered various alternatives
03/14/2013
TouchPoint reflects Brown Advisory’s dedication to client service and transparency
03/13/2013
In the recently released survey, Executive Perspectives on Top Risk for 2013, it explains that while technology can make like easier, it can also be a threat.