Managers of Wealth Americas

KPMG: Boards Are Deepening Their Involvement In Strategy, Refining Oversight Of Risk As Global Volatility Rises

Ongoing challenges include linking strategy and risk, and addressing growing cyber security risks

SunGard posts Q3 results

SunGard Data Systems Inc., one of the world’s leading financial software companies, today reported results for the third quarter ended September 30, 2015.

eBay CRM business sold to Zeta Interactive as e-commerce company shrinks

eBay agreed to sell that arm of its company to a group of private equity investors in July for $925 million.

Virtusa Announces Definitive Agreement to Acquire a Majority Interest in Polaris Consulting & Services, Ltd.

Virtusa and Polaris would together create a leading global provider of end-to-end IT services and solutions to banking and financial services industry segment.

With Dearth of Tech IPOs, Mutual Funds Look to the Private Market

These fund companies invest at the mid- to late-stage funding rounds

Financial Engines Buys The Mutual Fund Store for $560 Million

This acquisition advances our vision to provide independent advisory services to more people and we believe will also fuel significant future growth.

Informa Enhances Partnership with Accutech by Developing New Interface for PerformanceIQ®

Technology Upgrade Allows Accutech to Easily Transition Clients to New Trust Accounting Platform

Riskalyze Introduces the Real-Time Wealth Management Enterprise™

Compliance Cloud unveils new integration with Riskalyze, combining powerful data analytics on an enterprise's book of business

FOX Introduces Technology Consulting Services for Family Offices

The specialized nature of the family office business means there are few resources that have a clear understanding of the needs of these offices and a comprehensive view on the technologies and software that are available.

Tech industry heavyweights to lobby for financial innovation

Technology industry leaders Amazon, Apple, Google, Intuit and PayPal have formed a coalition to lobby for policy initiatives that will further the development of innovation in the financial services industry.

Mobile Malware Makes Mobile Banking Treacherous

Kaspersky Lab report shows rate of mobile malware occurrence exploding in Q3.

Cybersecurity simulation tests can help managers shut the back door

This led to the personally identifiable information of approximately 100,000 individuals, including thousands of its own clients, being compromised when the web server it used was hacked in July 2013

Advent: In a Diverse Industry, Customization is Key

Advisors can set up different profiles for individuals or groups of clients

Charles Stanley in Apple launch

Investment platform Charles Stanley Direct has launched a news App aimed at both current and prospective mobile clients, offering company news, commentary, analysis and opinion.

Goldman Sachs to Spin Out Mobile-Phone Software Projects Into Separate Venture

Goldman will take minority stake in new venture

Excel Funds, Leader in Emerging Market Funds, Appoints State Street, IFDS to Provide Range of Investment Servicing Solutions

Excel Funds offers the widest selection of investment funds to Canadian investors with access to more than 700 local portfolio managers

Algomi Wins “Most Innovative Trading Product/Service” at Financial News Awards in Trading and Technology for second year running

Buy-side product adoption reaches new heights

FinTech