Managers of Wealth Americas

SunGard Chases Frontier Business with Fourth Africa Office

The goal is to tap this frontier market's need for its financial services and eventual move away from manual trading to a more automated model.

Tech Provider To Hedge Funds App-X Names New COO

Hendershot said, “My focus will be to translate our vision into action"

Pershing’s New Plan to Get FAs to Embrace Technology

The second part of the plan involves Pershing’s recent integration with Vestorly’s content management platform to let advisors augment client communication with automated marketing content.

SunGard Data Systems Files for IPO

Private-equity owners to keep majority voting power in software developer

IBM buys Big Blue Box for private & hybrid clouds

IBM has acquired Seattle-based privately held firm Blue Box Group to speed up its open cloud strategy.

Mobile apps turn bedroom traders into star professionals

When Noa Strijbos picks a financial asset to trade on her smartphone while taking her dog for a walk, almost 26,000 people pay close attention.

JPMorgan cuts the cord on voicemail

For JPMorgan's retail employees, there will be no more messages after the beep

Pershing Becomes First Custody/Clearing Firm to Use Vestorly

Firm's advisers will now be able to curate and customize posts from around the web for clients and prospects

Wells Fargo Launches New Tablet App for Advisors

About 28 percent advisors reported using a tablet in 2014

Calypso Introduces Bank-in-a-Box for Capital Markets

Calypso 'Bank-in-a-Box' was developed in collaboration with a group of global banks to streamline, consolidate and document their processes and systems in the face of market and regulatory changes.

Deutsche Bank to open three innovation labs

These labs will act as a bridge between start-ups and different parts of the Bank

Eagle ships upgrades to portfolio management suite

The latest release features significant enhancements and developments across Eagle’s full product suite to help global investment managers efficiently pursue growth and stay ahead of market challenges

Robo-advisors bring cheap investment management to the masses

Digital advisors have their limits.

Bank of the West Unveils Newly-Redesigned Online Banking Services

Clean, Simple Design and At-The-Ready Budgeting Tools Make Keeping Tabs on Finances Easy

Google Unveils Apple Pay Rival

Android Pay uses technology already embedded in most Android phones

Bank of the West taps Fiserv for online overhaul

The design of the online banking service originated with tablet banking in mind

FBN Securities signs for SS&C MarketTrader

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, today announced FBN Securities has selected SS&C MarketTrader™ as its order management system

Trillions of assets still managed on outdated legacy systems finds SimCorp report

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today published a report, Legacy systems: The elephant in the room. Why investment management firms need to tackle the issue head-on

BasisCode Compliance named WealthManagement.com 2015 Industry Awards finalist

BasisCode Compliance, provider of the industry's broadest integrated compliance software for asset managers, advisors and other financial services firms, has been named a finalist in the compliance technology category of WealthManagement.com's 2

Original Robo-Advisor Financial Engines Seeks Life Beyond 401(k)s

Long before the phrase "robo-adviser" existed, Sunnyvale, California-based Financial Engines was cornering the untapped 401(k) plan market with computer simulations to help people save for retirement

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