02/22/2019
The agreement with Envestnet | Tamarac supports this strategy, given their history of innovation with advisor portfolio management solutions.
02/22/2019
SS&C GlobeOp Forward Redemption Indicator: February notifications 3.42%
02/21/2019
We’re seeing the beginning of a generational shift in trust from traditional stock exchanges to crypto exchanges
02/20/2019
Chubb's claims data shows that 60% of all cyber events at small to midsize companies over the past three years were the result of external factors
02/19/2019
On the fixed income side, Fidelity is focusing on gaining exposure to high quality, shorter-dated investment grade issues.
02/19/2019
It’s time institutional whales put their money into cryptocurrency according to major investment management firm Cambridge Associates.
02/19/2019
The growth was driven by the firm's new fee model as well as the move to open up the platform to work with any CRM an advisor may be using.
02/18/2019
Move comes after CEO's dismisal of cryptocurrencies as "fraud"
02/18/2019
Much of the technology that elite investors use isn't really new.
02/15/2019
The major factors that influence the wealth management industry are information, analysis, decision-making, and infrastructure.
02/15/2019
Axia Suite has now been enriched with new functionalities for risk management & compliance.
02/14/2019
The investment will drive the company's business transformation
02/14/2019
It is their belief that most if not all assets will be tokenized in the future
02/12/2019
Many institutional investors, which crypto enthusiasts believe will be drawn to digital assets because of their volatility and potential out-sized gains
02/11/2019
Morgan Stanley will acquire all of the issued and outstanding common shares of Solium for CAD 19.15 per share in cash
02/07/2019
Acquisition to Strengthen and Enhance Digital Capture and SaaS-based Capabilities for Kofax’s Intelligent Automation Platform
02/07/2019
Yet research shows that only 3% of organizations are scaling RPA to a level of 50 or more software robots.
02/05/2019
ARK Investment Management is launching an exchange traded fund to give investors exposure to financial technology.
02/04/2019
Ultimate Software Stockholders to Receive $331.50 Per Share in Cash; Ultimate to Continue Driving HCM Innovations Under Private Ownership
02/01/2019
By "virtual currencies," the law means cryptocurrencies.