03/07/2017
TA Associates has agreed to acquire ITRS, a software vendor for the financial services industry. The seller is The Carlyle Group. No financial terms were disclosed. William Blair is serving as financial adviser to ITRS on the transaction. The deal is expe
03/06/2017
The Accion Frontier Inclusion Fund, managed by Quona Capital, invests in companies that innovate to expand access to financial services to underserved consumers and businesses in emerging markets
03/06/2017
Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.
03/06/2017
Interswitch has become a leading provider for payments solutions in an emerging and rapidly growing market
03/02/2017
API based integration is one of the biggest topics across the industry.
03/02/2017
On Tuesday morning Microsoft announced it’s part of a new consortium called the Enterprise Ethereum Alliance.
03/02/2017
Talent has emerged as a new force in EY's ranking, compared to last year's outlook.
03/02/2017
Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience
03/02/2017
Available on both iPhone and Android devices, the improvements build on capabilities introduced late last year
03/01/2017
The firm has also backed several neuroscience startups including Kallyope, Halo Neuroscience and Cala Health.
03/01/2017
We know that there are many customers ready to take an early step in their investing life
03/01/2017
A new era of automation is now in overdrive as cheap computing power converges with fears of losing customers to startups
02/28/2017
Robos are a problem for advisors who charge 1% and “don’t do a damn thing” beyond what their automated counterparts can do for much less, adds Napolitano, who manages about $370 million with another $230 or so in his clients’ broke
02/28/2017
Bitcoin is also decentralized, meaning there are not any institutions controlling the currency.
02/28/2017
By providing their investment professionals with a strong foundational platform that delivers industry-leading technology, Pershing is providing innovative solutions to help them grow their businesses and more efficiently service their investors.
02/27/2017
If you have a large existing traditional business, it is really difficult to innovate, and I would say that is the situation in most of Asia.
02/27/2017
Unlike the rival San Francisco Bay Area, Los Angeles hasn’t really cashed in on the technology boom.
02/27/2017
Next month, Snap, the parent company of the disappearing-message app Snapchat, which is based in the Venice neighbourhood, is set to go public.
02/27/2017
High-earning traders will quickly become an endangered species as AI takes over the financial sector.
02/23/2017
WealthBar is one of the first fully online portfolio managers in Canada.