12/12/2017
With intelligent customer management solutions that enable firms to integrate enterprise data sources as well as streaming external data such as market news and social media, NexJ continues to be the choice of leading global wealth management firms.
12/07/2017
The protocol’s fate was called into question when Fleming’s old firm, Morgan Stanley, opted to exit the agreement last month.
12/04/2017
To attract clients, meanwhile, regional banks can “piggy-back” on the relationships they’ve built in their communities, according to the newswire.
11/28/2017
Regulatory changes have led to the re-evaluation of business practices and models. One main impact of regulatory change has been the accelerated move toward advisory, according to 35 percent of respondents, followed by the creation of governance and overs