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.
FinTech
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
03/23/2017
Banks and Tech Firms Battle Over Something Akin to Gold: Your Data
Banks like JPMorgan Chase and Wells Fargo say they want to give consumers access to their data, but are seeking new rules in response to a lack of standards for how technology companies handle personal financial data.
03/22/2017
Artificial Intelligence and the Wealth Management Space
Literature on its potential impact is quite scarce.
03/22/2017
Parthenon and M2 team up with Matrix ex-president to build fintech platform
In 2011, Matrix was sold to Broadridge Financial Solutions
03/22/2017
Cognizant to lay off 6,000 employees!
Automation is other important factor that is hitting the work force in all major IT companies
03/21/2017
FactSet Acquires Leading Performance Measurement Provider and Risk Management Thought Leader
Together, we expect to offer significant advantages to our mutual and respective clients, while creating a collaborative, global environment for our employees.
03/20/2017
Even San Francisco, Flush With Tech Wealth, Has Pension Problems
Pension cost to rise more than three times faster than revenue
03/17/2017
OCC Releases New Licensing Regulations for Fintech Bank Charters
The OCC first revealed in December that it would give fintech firms the opportunity to apply for special purpose charters
03/17/2017
CreditEase Fintech Investment Fund announces investments in three fintech companies
CreditEase is the market leader in wealth management and inclusive finance in China and globally
03/16/2017
Steve Cohen Ramping Up Effort to Replace Idiot Humans With Machines
The hedge-fund manager is banking on computers making him more money then the expensive sad sacks who work for him now.