09/18/2017
FinFolio Launches FinFolio 2.0 App for Wealth Management and Trading
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management
FinTech
09/15/2017
Moelis Sees Deal Advisers Dodging Robot Threats Faced by Traders
Banks, asset managers ‘in trouble’ due to AI, robotics
09/14/2017
Royal Bank of Canada pilots AI-powered finance guide
Based on predictive analysis of individual behavior and spending patterns, the Personetics solution enables RBC to provide clients with an effortless way to maximize savings, while ensuring that sufficient funds are available to cover future expenses.
09/13/2017
Fidelity Makes White-Label Robo Publicly Available To Advisors
After a nearly year-long beta test, Fidelity advisors can now access AMP.
09/12/2017
United Income Launches Robo Aimed at Older Investors
The new platform can analyze “millions of potential future market and life outcomes” and then adjust projections for each client based on changing healthcare spending and “other items,” according to the press release.
09/12/2017
SS&C Announces Revolutionary Order Creation Solution
SS&C delivers a new solution that transforms rebalancing and portfolio construction for Investment Managers
09/11/2017
Kent State University Hires SEI as Outsourced Chief Investment Officer (OCIO) for $410 Million Investment Pool
SEI continues to see increased interest in the company's OCIO services from colleges and universities.
09/07/2017
Web Financial Group advances global expansion into North America with a bang
As a transitional role, Chris will also be working alongside David Tibbetts
08/31/2017
Miami robo-advisor startup to launch in LatAm
Our first target is people who have a bank account in the US.
08/30/2017
Hybrid digital wealth manager reaches $5 Billion in AUM
Digital Wealth Manager Adds $2 Billion in AUM in Under One Year
08/30/2017
Trizic Drags Banks Into The Fintech Age With Automated Wealth Management
All our own technology. Nothing borrowed or purchased from anyone else.
08/30/2017
Developing technology with advisors at heart
They balance the multiple roles, driven by common beliefs that advisors need better technology to stay competitive and that they can help them better than anyone else.
08/29/2017
RBC pilots AI-based financial insight tools
Innovations such NOMI, with its related NOMI Insights and NOMI Find & Save, are provided to clients through our RBC Mobile app
08/29/2017
Top China-based Asset Management Firm Extends Partnership with SS&C
Financial services organizations in China have been leveraging SS&C HiPortfolio for more than a decade.
08/28/2017
US and Tech Companies Lead in Value Creation
Six US Firms and Seven Tech-Related Companies Take Top Slots in The Boston Consulting Group’s 2017 Value Creators Rankings
08/28/2017
How Canadian online investment manager is preparing to break the UK
The Canadian investing platform is coming to the UK next month, can it blow the competition out of the water?
08/28/2017
Ex-Merrill Lynch WM Chief Raises $32.5M for Robo
Ellevest is entering a crowded space that includes venture capital-backed robo-pioneers Wealthfront and Betterment
08/28/2017
AnalytixInsight Announces Content Agreement With Africa Investor
The partnership will kick-off with the participation of AnalytixInsight in the Ai CEO Institutional Investment Summit meeting on September 18-19 in New York.
08/25/2017
Accenture acquires financial consulting company
Toronto-based technology services firm provides breadth of digital and technology integration experience
08/25/2017
Bank of America Merrill Lynch has become the latest bank to implement AI
It gives companies the option of sending an automatic prompt to customers whose debts are outstanding.