06/25/2019
The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.
06/24/2019
This offering will provide J.P. Morgan clients access to StatPro’s award-winning Portfolio Analytics platform, StatPro Revolution, alongside J.P. Morgan’s market-leading Fixed Income Benchmark Indices.
06/23/2019
Corbat wants Citi to start catching up.
06/21/2019
Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.
06/21/2019
These moments of customer interaction and engagement are crucial, and yet it’s in these moments that potholes often lurk.
06/21/2019
Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.
06/20/2019
Broadridge's 2019 Artificial Intelligence (AI) Outlook Survey reveals majority of financial services firms see value in AI for data mining, but legacy technology is a continuing impediment
06/19/2019
Berkshire Bank is upgrading its payments solution to be among the first community banks in the Northeast to provide real-time payments
06/19/2019
Single-family offices—as the name suggests— support one family and generally grow out of a family business while multi-family offices will manage the affairs of various families.
06/19/2019
The wealth management platform recognized for its new investor portal and model marketplace
06/18/2019
SFTR is part of the European Union’s implementation of the global effort to regulate shadow banking
06/17/2019
Managed service approaches are an ideal fit for instant payments,” noted David Bannister, Senior Analyst, Aite Group.
06/17/2019
If you're anywhere near my age, you might think the answer to the question "What's a Monzo?" is "a Chevrolet from the mid-1970s." Wrong. That was a Monza.
06/14/2019
Pershing's advisory assets reached $665 billion at the end of the first quarter of 2019, marking eight percent year-over-year growth.
06/14/2019
Twenty-nine percent of companies have moved into the “Industrial Age” with pilots and one-fifth (20%) are in the modern “Information Age” with AI in full production.
06/14/2019
It will also offer customers remote signing capabilities.
06/14/2019
Investors are worried that the dispute will drag on much longer than previously expected
06/14/2019
Perhaps only Germany’s market, with its hundreds of municipal and co-operative banks, is similarly fragmented.
06/14/2019
For optimists, the launch of Monzo in the world’s most competitive start-up market will be seen as a sign of Britain’s edge in consumer financial technology
06/14/2019
In terms of technology, ATB itself is a broad user of SAP for Banking solutions