05/13/2015
Robo-Advisor Success Spurs Tech Firm Acquisitions
The traditional wealth management industry has turned to technology to keep its high-touch, high-net-worth-focused approach relevant
FinTech
05/13/2015
IDB Bank Selects FolioDynamix Wealth Management Technology Platform
We selected FolioDynamix for the flexibility of its technology
05/13/2015
Russian cybergroup eyes bank attacks
APT28 set up phishing domain names for an upcoming attack against banks in the U.S, UAE and other countries
05/11/2015
Banks Devise New Ways to Tailor Services for Millennials
About half of millennials prefer to do independent research before contacting a financial adviser
05/11/2015
US government warns hedge funds pose cyber risk
Hedge funds are a weak link in the US financial system’s defences against hackers and terrorists, the Obama administration has warned the industry
05/11/2015
Is There a Fedcoin in Your Future?
So what if Uncle Sam joins the fray?
05/08/2015
Wellesley Bank launches website in simplified Chinese
A version of Wellesley Bank’s website is now available in simplified Chinese
05/08/2015
wealth management platform 'Best Client Reporting Solution'
Our focus has always been on providing our clients a great experience
05/08/2015
itBit Banks $25M And Secures New York Banking License
The bitcoin exchange, announced it was granted an official business license from New York State’s Department of Financial Services
05/07/2015
Envestnet Acquires technology company
“Advisors we serve have been requesting a tightly-integrated platform where financial planning flows seamlessly into investment planning and ongoing management on a single platform,” said Jud Bergman, Chairman and CEO of Envestnet.
05/07/2015
BizEquity Launches New 'Advisor Office' Service
BizEquity Advisor Office will be launched and showcased simultaneously at the Envestnet Advisor Summit in Chicago and the inaugural eMoney Advisor summit in California.
05/06/2015
Goldman Sachs Group to Introduce Digital Banking Services
Goldman Sachs will now be lending to small businesses and customers
05/05/2015
Goldman to Emphasize Digital Banking Services
Harit Talwar to lead effort to use technology to lend to consumers and small businesses
05/05/2015
Northern Trust Enhances Insurance Accounting and Regulatory Reporting Capabilities
Northern Trust announced today that it has selected the SAP® Financial Asset Management application to provide clients with more flexible, state-of-the-art solutions to support current and future needs
05/05/2015
Wealth-X Gains Rich, World-Class Sales Compensation Process with Xactly
Capital Intelligence Firm Bridges Global Gaps with Xactly
05/05/2015
Deutsche Bank Tech Chief Overhauls 145-Year-Old Global Giant
Hammonds, who has been with Deutsche a year and a half, is a mechanical engineer by training
05/05/2015
Vanguard Rolls Out New Robo-Hybrid Advisor Service With $17 Billion In Assets
Vanguard is in the process of transitioning clients of Vanguard Asset Management Services (AMS) – an existing wealth management, trust, and estate planning services – to the new Personal Advisor platform.
05/04/2015
Smartwatch 101: Bank apps at the flick of a wrist
Gone are the days when you only used your watch to tell the time, as a new wave of technology has hit the market dubbed “smartwatches”.
05/03/2015
Shock as death announced of Dave Goldberg, husband of Facebook COO Sheryl Sandberg
SurveyMonkey CEO and husband of Facebook Chief Operating Officer Sheryl Sandberg, Dave Goldberg, died unexpectedly on Friday night, his brother wrote in a Facebook post on Saturday.
05/01/2015
Mobile Payments' Retail Investment and the Value Chain
With everyone focused on the consumer, the new study — coined 2015 Global Payments Insight