06/15/2018
AlphaPoint was founded in 2013 to help cryptocurrency exchanges build out their infrastructure but has since expanded its service to include a wide range of other assets.
06/14/2018
“In fact, year to date 2018 flows are running slightly better than a year ago, indicating stability in overall capital movements.”
06/13/2018
Firm betting tech will increase wallet share and move brokers towards financial planning
06/13/2018
Sometimes they are rivals, sometimes they are working as partners, and sometimes the lines are unclear.
06/12/2018
"We've got 20,000 operational roles. Over the next five years could you make it 10,000?" Forese was quoted as saying in the FT article.
06/12/2018
InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.
06/12/2018
According to Business Insider, some of these cryptocurrency elite are even somewhat ashamed of their ridiculous gains.
06/11/2018
Wall Street Journal details access to data during 2015
06/07/2018
Janney began using the VestmarkONE portfolio management technology platform in 2013 for portfolio management and trading.
06/06/2018
Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®
Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application
06/05/2018
Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth
06/04/2018
As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.
05/31/2018
The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.
05/30/2018
An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better
05/30/2018
Artivest and RBC Wealth Management launch alternatives platform for HNW
The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.
05/29/2018
Bank of Montreal and Canadian Imperial Bank of Commerce (CM.TO) said on Monday that cyber attackers may have stolen the data of nearly 90,000 customers
05/24/2018
VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.
05/23/2018
Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform.
05/18/2018
Latest technology and methodologies are utilised in its digital banking offering with a number of successful implementations around the world.
05/18/2018
The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.