04/07/2017
First Rate Announces Partnership with Wealth Access
It allows for on-demand reporting in a digital experience that is unmatched in the industry
FinTech
04/07/2017
LendingClub’s Ousted CEO Renaud Laplanche Is Launching a New Online Lender
It said investors also included large Chinese lender CreditEase and Noah Holdings, an investment management firm.
04/06/2017
Approaches to investment performance at insurance companies: An analysis By: Lorne Whitmore
Their performance measurement requirements are quite different from those of investment management organizations.
04/06/2017
New insurance covers cyber risks for the wealthy
The Private Client Group caters to families with a net worth of more than $1 million and includes 40 percent of the individuals on the Forbes 400 list of the richest Americans.
04/06/2017
BlackRock CEO Larry Fink Says He Is Not Replacing Humans With Robots
Still, even with Fink's commitment to retaining human insight over computing power, the industry’s shift toward automation is already underway and seemingly inevitable.
04/05/2017
White Paper 'Demystifies' the Cloud for Wealth Managers
Cloud computing has fast become the 'new normal' in IT
04/04/2017
LendUp’s Focus On The “New Average” Consumer
LendUp’s first product was an emergency loan product that addressed a core value proposition: immediacy.
04/04/2017
BlackRock puts more of its future in tech
Management giant becomes latest to surrender to quantitative push
04/03/2017
Did JPMorgan Chase Just Start A Digital Advertising Revolution?
Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.
04/03/2017
Banking Outpacing Wealth Management on Digital
Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.
03/31/2017
Robots Are Replacing Humans at All These Wall Street Firms
The layoffs due to automation are an industry-wide shift.
03/30/2017
Why Canada's biggest bank is hiring all the engineers it can find
Machine learning is a set of techniques by which computer programs can improve the answers they give over time without requiring programmers to change the underlying code
03/30/2017
FundCount Signs Two New Fund Administration Clients for the Company’s Accounting and Investment Analysis Software
Benefit Trust and Sterling Trust have selected FundCount
03/29/2017
PyraMax Bank signs for Fiserv tech
The bank will be running DNA and other solutions from a Fiserv data center.
03/28/2017
Fiserv president of Investment Services wins 2017 Family Wealth Report Award for Women in Wealth Management
Fiserv was also a finalist in the Portfolio Management, Client Communications, and Innovative Client Solution categories.
03/28/2017
Path Solutions signs first Islamic core banking deal in the America
The implementation of the new system is expected to start immediately
03/28/2017
DST to acquire remaining interest in State Street joint venture vehicles
DST's wholly-owned subsidiary will acquire State Street's ownership interest
03/28/2017
Brexit and Trump relegate the robots on fund managers’ worry list
Politics isn't just the backdrop to market moves anymore - it's top of fund managers' business risks
03/28/2017
Wells Fargo’s Robo is Pricier Than Competitors
The minimum may change during the testing phase
03/27/2017
BankThink Four reg policy changes to advance financial innovation
Equity crowdfunding and mini-IPO, Regulation A+ provisions were early recognition of the power of the internet in financial services