11/02/2018
This 75-page report is a deep-dive into practices observed in both industries, with commentary on key areas of alignment and misalignment—a must read for any firm that is re-evaluating their employee value proposition and total reward strategy to al
11/01/2018
SigFig’s CoPilot platform is a full stack solution that intelligently automates front, mid- and back office administrative tasks, allowing advisors to focus on fostering relationships with their clients
11/01/2018
This financing will allow REBEL to further invest in its proprietary technology platform and product development, as well as to grow its customer base and loan book.
11/01/2018
Partners with iCapital in building definitive technology solution for alternative investments
11/01/2018
The change, made possible by the acquisition, lets customers access accounts with much higher interest
10/31/2018
Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.
10/29/2018
They went so far as to near-nakedly manipulate the Bitcoin price in an attempt to recoup lost customer funds before anyone found out.
10/29/2018
The SEC’s legal action states that Crypto Asset Management solicited $3.6 million from just 44 private investors, most of whom were individuals.
10/29/2018
New Broadridge Wealth Platform leverages leading technology to optimize advisor productivity, client experience and enterprise operations for the industry
10/29/2018
Arcesium's Middle Office Technology and Services Create Bespoke SaaS Offering for Sophisticated Hedge Fund Managers
10/29/2018
Investment Management Professionals Can Access RedBlack’s Rebalancing Solution Through SS&C Advent Platforms
10/28/2018
Deloitte assisted in all aspects of the transaction including the due diligence process and negotiation of the transaction.
10/25/2018
Tamarac also announces more than 1,000 RIA firms now using its platform
10/24/2018
The application was built for a wealth management client, and what he showed off was a truncated version for the audience demonstration that took just two weeks to build.
10/24/2018
"Our third-quarter results reflect our focus on growing our existing markets with market-leading solutions to our clients' most challenging issues, while continuing our expansion into new markets and the development of additional capabilities,&a
10/24/2018
The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.
10/24/2018
FDIC Chairman Jelena McWilliams told an American Bankers Association conference in New York that federal bank regulators could do a better job of encouraging institutions to innovate, which is partly why the most dynamic changes are occurring outside the
10/24/2018
The TD Ready Challenge awarded a total of CDN $10 million (USD $7.75 million) in grants to help launch initiatives designed to improve income stability across Canada and the United States
10/21/2018
"This is an important market for us and we're looking forward to expanding our footprint and attracting more of the area's top talent,"
10/19/2018
Findings from the global consumer survey on digital banking