03/15/2017
The move comes as high-end money managers, full-service firms and discount brokers are expanding their service models to appeal to a range of investors with different net worths and appetites for automated investing.
03/15/2017
Betterment's move marked a surprising shift toward human advisors.
03/15/2017
Bankers Uhrig, Tobin, Maxwell said to work on Mobileye sale
03/13/2017
“MCX has been an important partner, and its technology complements ours.”
03/13/2017
A deal could be announced as early as Monday, two people said, warning that as always in a delicate merger and acquisition situation the deal could still fall apart.
03/13/2017
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.41% in March.
03/10/2017
The awards won by Gemini are given to managed futures service providers that have demonstrated exceptional customer service and innovative product development during the previous 12 months.
03/10/2017
‘Humans are supposed to be the most sophisticated data-processing system, but this is no longer the case as AI ascends’
03/10/2017
Clients rely on Eze Castle Integration to be their trusted technology provider
03/09/2017
Customers using the technology will be able to ask about an account balance or pending payment
03/08/2017
Deal Allows LendingPoint to Offer Full Suite of Loan Products Across the U.S.
03/08/2017
Creating a new portfolio product online is as easy as choosing which “value”-based investment is most important of the three, and determining your investment goals.
03/08/2017
This award recognizes Carret as a leading fixed income manager.
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.