04/05/2016
Microsoft solidifies its blockchain-as-a-service work with new banking partnership
Microsoft is making its Azure blockchain-as-a-service offering the backbone of a new partnership with the R3 banking consortium.
FinTech
04/05/2016
Welcome to the 'Havoc' Phase of Fintech Disruption
In recent years, investors have poured money into startups, giving 152 of them vaunted "unicorn" valuations of more than $1 billion — and more than a dozen of them are in the fintech space. But now,
04/01/2016
U.S. Federal Trade Commission Grants Antitrust Clearance for Transaction involving SS&C Technologies and Chairman and CEO William Stone
Mr. Stone was holding approximately 2.7 million non-voting shares and, under applicable law, he could not convert these shares into voting securities or acquire additional SS&C voting shares without the Hart-Scott-Rodino clearance.
04/01/2016
Janus Capital Group, Inc., today announced the promotion of Enrique Chang to President, Head of Investments.
“The decision to promote Enrique to President, Head of Investments, is reflective of his increased responsibility in now overseeing the majority of our Janus investment teams, as well as his significant contributions to the firm over the past two a
03/31/2016
Marketing in the Online Wealth Management Industry
Some key players in this space are Nutmeg, Wealthfront, Betterment, Vaamo and Moneyfarm.
03/30/2016
Blackrock testing Symphony’s new financial messaging app
Symphony is a rival to existing messenger systems run by Bloomberg and Thomson Reuters
03/29/2016
Dell sells IT services unit to Japan’s NTT Data for $3 billion
The move will allow Dell to trim some of the $43 billion in debt it is taking on to fund its pending acquisition of EMC Corp, a deal worth close to $60 billion
03/28/2016
Aviva CIO on Insurer's Digital Transformation
That's no small feat given Aviva's history stretches back to late 17th-century Britain, but Shivanandan is pulling out all the stops, including adopting Agile
03/28/2016
Regions Bank Addresses Evolving Client Needs With Adoption of SEI Wealth Platform
The Platform is an integrated solution that supports all stages of client relationship management including front-, middle- and back-office processing services. It is designed to allow wealth management firms to focus on clients' goals and strategic
03/22/2016
Black Diamond Named Best Client Communications Solution at the 2016 Family Wealth Report Awards
The awards were designed to recognize companies, teams, and individuals, deemed by the panel of judges, to have 'demonstrated innovation and excellence during 2016.'
03/22/2016
Banks Are Using Biometrics to Detect Scammers
But the biometric sensors installed at the bank branch detected patterns that pointed to telltale signs of stress, tipping off the bank to the ruse.
03/21/2016
USA Technologies Appoints New Director and New Chief Services Officer
Mr. Metzger brings to the Board over 25 years of senior leadership experience from the financial services sector
03/21/2016
iCapital Network Acquires HedgeFocus® Business from Credit Suisse
With the transfer of assets, iCapital will be responsible for the ongoing administration and servicing of the investments for all existing investors
03/16/2016
Olympic Banking System the most widely-installed private banking solution
Numerous clients have again recently expressed their satisfaction with and their commitment to our application by signing new contracts.
03/15/2016
FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change
Technology and advisory solutions paired with high-touch support to help firms manage the impact of the looming legislative changes
03/14/2016
Acquisition creates industry’s 2nd largest alternatives fund administrator
This acquisition furthers SS&C’s mission of being a global leader in fund administration.
03/11/2016
Advisor Software to Offer Robo-Advisor Within Salesforce Cloud
The 'white-label robo-advisor' will offer both client-facing and advisor-facing features with 'a lot of flexibility'
03/09/2016
Salesforce modernizes wealth management offering
Financial Services Cloud is available for purchase today, empowering wealth managers to build deeper, 1-to-1 client relationships to be more productive and engage more holistically with clients anywhere and on any devic
03/09/2016
Genesis Mining Launches Bitcoin Mining Fund For High Net Worth Clients
The Logos Fund will be a private fund dedicated to investing into a range of Bitcoin-related businesses
03/09/2016
Fiserv Develops New RPM and RPA Portfolio Management and Trading Technology Solutions to Enhance Its Unified Wealth Platform
The new user interface provides advisors with access to advanced features and functions, including tax harvesting tools, new dashboards, single-click access to account details and timely trading.