08/18/2016
Retail Investors Seek Man-Machine Balance
Robo-advisors are all the rage -- but the technology has its ceiling.
08/18/2016
Robo-advisors are all the rage -- but the technology has its ceiling.
08/18/2016
The vendor is already well established in Canada’s credit unions space
08/18/2016
Meridian’s digital proposition will be available nationwide, online and on mobile.
08/17/2016
Smead Capital Management manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions with a value-oriented investment discipline.
08/16/2016
The moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.
08/16/2016
Partnership Enhances Capabilities for Northern Trust’s Capital Markets Group
08/16/2016
Fitch counts roughly 150 Fintechs in Brazil that are growing and taking advantage of gaps left by large and more conservative banks due to the more challenging operating environment in the past few years.
08/16/2016
BankMobile disrupts the financial system with its branchless, fee-free banking services
08/16/2016
Its new hedge fund, to be launched early next year, will tackle investment overcrowding problems through many alpha streams and constant research, innovation, and production of new strategies.
08/16/2016
Eze Castle Integration is recognized as the trusted technology advisor to the hedge fund and investment management industry.
08/16/2016
The firm was formed in July 2007 by CIO Bill Smead, who first created the firm's investment discipline in 1993.
08/15/2016
Today’s investors want instant, easy-to-understand, dynamic, and informative reports on their investment activity.
08/15/2016
Admin will provide services across Russell’s range of traditional and alternative assets
08/15/2016
Vista has reportedly chosen a London listing over New York and although the valuation would represent a considerable multiple to annual earnings of £300m, it is not out of kilter with some of its tech peers.
08/15/2016
As an Alternative to Fund-of-funds and Proprietary Products Monarch Links Independent Portfolio Managers and Best of Class Funds Into Its End-to-end Technology Platform
08/12/2016
This highly educated and entrepreneurial generation represents a banked client base almost equal to baby boomers.
08/11/2016
Startups are picking up customers at an incredible rate.
08/11/2016
With persistently low interest rates hurting revenue and businesses like bond trading hemmed in by new regulations, few on Wall Street expect the austerity to end any time soon.
08/10/2016
An advisor dashboard includes tools for monitoring investment activity, and the platform also includes a full-service support team.
08/10/2016
The increase in Operating income and Adjusted Operating income was due to revenue growth.