10/20/2016
Client Portal: Delivering the complete wealth picture
Go through our infographic and see how a client portal can support your business priorities, and ultimately give you a competitve edge over other organisations.
FinTech
10/20/2016
SS&C Named Global Middle Office Services Provider By Russell Investments
SS&C’s proprietary technology platform and global expertise drive strategic partnership with US$244 billion global asset manager
10/20/2016
Cybersecurity audit of the US Secret Service found unacceptable vulnerabilities - expert comment
Commenting on this, Stephen Gates, chief research intelligence analyst at NSFOCUS, said "Mandated by Congress, the role of United States Secret Service (USSS) is to protect our leaders, visiting dignitaries, and designated sites and events in the U.S
10/19/2016
Hedgeable Releases HNW Robo
For years the digital advice space has been ignored and castigated as a tool for kids with no savings.
10/19/2016
4 Reasons Talent Favors Fintech
For tech talent, banking was never a go-to sector, and it's not for lack of investment in innovation.
10/19/2016
Systemic Risk Council weighs in on asset management vulnerabilities
In its letter, the Council expressed its support for the FSB's work on potential risks to financial stability arising from asset management structures and practices.
10/18/2016
Banking group unveils guidelines for new financial technology
The American Bankers Association released its standards for banks to follow as they adopt new technologies to expand their services
10/14/2016
Insurers Benefit from Data Collection and Analytics from IoT
IoT Analyzer is now compatible with the SAP Vehicle Insights application, to enhance loyalty and usage based insurance programs
10/14/2016
Millennials and Mobile Banking — The Changing Times
Millennials were the earliest adopters of many trailblazing technologies that went on to ubiquity
10/14/2016
Northern Trust Wins Two U.S. Mutual Fund Services Awards
It acts and radically evolves based on good ideas and by working with its customers.
10/14/2016
Firm selects preferred technology provider
L&T Infotech has announced that it has been selected by AGF Investments Inc. to administer its mutual fund platform in Canada
10/14/2016
Zacks Rolls Out Actively Managed Robo-Advisor
The platform uses Schwab technology but relies on Zacks’ investment research to target HNW investors
10/14/2016
Goldman Sachs launches new online personal loan platform, Marcus
Marcus has no fees; offers fixed rates throughout the term of the loan; and lets customers choose their monthly payment date
10/13/2016
Envestnet reignites acquisition game with Wheelhouse deal
The firm says it now serves 50,000 advisers and processes over 5 million investment accounts.
10/13/2016
Technology Integration Turbocharges Advisor Productivity
New Study Analyzes the Impact of Advanced Technology Integration on Advisor Practices
10/13/2016
The Co-operators introduces advisor wealth planning system
The feature will also allow smooth transition from automated service to full advisor service (and back again) when warranted.
10/12/2016
Symantec reveals more hack attempts on Swift network
This is bad news for Swift but its fight back against these attacks has been extensive and ongoing.
10/12/2016
SMEs Post Big Opportunity For Mobile RDC Technology
In a survey of 400 SMEs across the U.S., WAUSAU, which offers RDC technology solutions, found that paper checks continue to be a common way businesses receive payment.
10/07/2016
Schwab 'Robo Advisor' More Than Doubled Assets Over the Last Year
Demand for digital financial advice has drawn efforts to buy or build similar platforms by other companies.
10/07/2016
Software Asset Management Gives IT Managers Control Over Apps
To get the most value out of their software licenses, IT managers are turning to software asset management tools.