12/19/2016
Voluntary disclosure window closing for bitcoin users
US taxpayers using virtual currency transactions involving Coinbase
FinTech
12/16/2016
SS&C Acquires Conifer for $88.5M
Conifer shares SS&C's vision on delivering high quality services to solve real customer problems
12/16/2016
BlackRock to Invest in iCapital® Network
Frank Porcelli Joins iCapital’s Board of Directors
12/15/2016
Canadian fintech firm Financeit eyes more deals after TD buy
Chief Executive Officer Michael Garrity, Financeit's founder, said in an interview the deal had transformed his business, doubling its loan value and revenue, and Financeit would now consider more acquisitions.
12/14/2016
Wealthy stay healthy with Charles Schwab’s new hybrid advisor
The new service could potentially compete with Schwab’s Institutional Intelligent Portfolios, as the latter is a digital advice platform that the firm sells to advisers to use with clients.
12/14/2016
Presidential Commission Releases Cybersecurity Report And Recommendations
The report recommends that the private sector work with consumer organizations and the Federal Trade Commission
12/14/2016
Fiserv to acquire Atlanta-based Online Banking Solutions
Financial institutions are increasingly focused on deepening relationships with commercial customers
12/12/2016
OCC Proposes to Grant National Bank Charters to Financial Technology Companies
The proposal does not propose bright-line rules for approval but rather defers to the OCC's current approach of approving or denying applications for a charter on a case-by-case basis.
12/12/2016
BNY Mellon Corp Executives Express Concerns Over Archaic Banking Technology
Moving trillions of dollars around the banking system is becoming more cumbersome than ever before
12/12/2016
Citi debuts new features on app for upper-level investors
The new mobile features will expand to additional clients and markets over time.
12/12/2016
Private Wealth Systems Named "Top Financial Technology Company to Watch"
The FinTech Forward program identifies the most innovative technology companies that are reshaping the future of financial services.
12/09/2016
Backstop Solutions Group Named Europe's Best CRM System
Award win underscores focus on developing products that bring greater agility to the institutional investment industry
12/07/2016
ClearArc Capital Recognized as Top Guns Manager by Informa Investment Solutions
Two Strategies Receive Top Recognition for the Third Quarter of 2016
12/07/2016
Don’t Fear The Robo Reaper
Don’t fear technology, embrace it, own it because it’s not going away and you can control it
12/07/2016
US Federal Reserve: Industry understanding of fintech and blockchain 'still in its infancy'
As a recent innovation, has the potential to drive change to the financial market structure
12/02/2016
Who's the Digital Native? In Banking, It's Not Millennials, Who Call Their Bank More Than Twice as Often as Boomers
Bain & Company's new retail banking research finds that seniors are eager to use digital.
12/01/2016
Oakbrook Solutions Shortlisted for the Family Wealth Report Awards...
Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar
12/01/2016
Morgan Stanley robo adviser? A future redefined
The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.
11/30/2016
D3 Banking Adds Over One Million Users to its Digital Banking Platform
The company is currently working with two other financial institutions on projects to go live over the next several months.
11/29/2016
Top 100 RIA Ranking by 10 Years of Growth in Assets Methodology
RIA Database was founded in 2005, and tracks historical investment and asset information on all registered investment advisors