03/21/2018
AlphaCore Capital, a La Jolla-based wealth management firm, has launched factorE, a wealthtech tool powered by machine learning, designed to uncover the risks and exposures of multi-asset portfolios through visual simulations on a single interface.
03/21/2018
The company designs, develops and supplies semiconductors and collects royalties on wireless handheld devices and infrastructure based on its dominant position in CDMA and other related technology patents.
03/21/2018
Unified Platform Continues Market Momentum in 2018, Providing Scalable Solution to Support Firm's Focus on Growth
03/20/2018
"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."
03/20/2018
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
03/15/2018
The analysis of big data provides ratings for each member’s business level, professional skills, and reliability.
03/15/2018
The Hedge Fund Research index, tracking all discretionary funds, posted a 2.4% decline for February.
03/15/2018
The most immediate repercussion is a ratcheting up of clients' prioritization of speed to measurable outcomes.
03/13/2018
Swarm, a blockchain for private equity and hedge fund investments, has launched the first major update to the Swarm Asset Management Network Alpha.
03/13/2018
Acquisition to add recognized expertise in administering complex fund structures and bolsters Canadian presence
03/13/2018
The interest that banks are showing in blockchain and cryptocurrency technology is bound to be a boost of confidence for crypto traders and miners who had been rocked by the downturn witnessed earlier this year.
03/12/2018
Align Managed Cloud Solutions Voted Top of Industry Worldwide
03/09/2018
These awards celebrate and recognize financial services professionals, technology vendors, service providers and regulators that have demonstrated operational excellence over the past year.
03/09/2018
For Amazon, a banking tie-up would enable the firm to skirt regulatory barriers, but it may also act as a Trojan Horse, enabling the firm to save on interchange fees and move into other more lucrative financial products.
03/08/2018
SEI Evaluates Distributed-ledger Technology and Offers Training for In-house Experts
03/08/2018
A show of hands early in the proceedings revealed that a good proportion of those in the room were from UK-based companies.
03/07/2018
A similar concern arises when it comes to passwords.
03/07/2018
According to the annual report that has released on February the 27th, Ethereum and Bitcoin are risk factors for JP Morgan.
03/06/2018
UBS signed up Californian fintech firm Sig Fig for the development of the product. It concluded the agreement with the company in May 2016.
03/06/2018
While other companies might have shied away from having someone in such an important position working off-site, Jacobsen said it was a no-brainer for Promontory.