05/11/2016
Imagine your financial advisor showing up to your home, opening a massive binder full of funds and forms that you fill out while you have your kids running around the house and tugging on your arm.
05/11/2016
Three more major banks – BMO, Scotiabank, and TD – have committed to join Apple Pay in the coming months.
05/11/2016
As part of Pamplona’s investment, Justin Perreault, a partner, has joined Dyn’s Board of Directors.
05/10/2016
Digital technology changes the way consumers interact with their bank and finances. How are smaller banks expected to compete with the new market entrants and larger banks that have developed innovation labs and are investing directly in fintechs?
05/10/2016
As regulations require asset owners to provide increasing levels of investment transparency, Northern Trust announced today it has collaborated with Interactive Data (IDC) to enhance its support for fair value level determination for fixed income securiti
05/10/2016
In response, earlier this year the Bank of Montreal launched its SmartFolio investment service, which offers a professionally managed portfolio online for a low fee.
05/10/2016
FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform
05/06/2016
The world has changed so radically and at the same time, so has financial services. In this day and age, you might not carry cash because you might not need cash.
05/05/2016
InvestCloud now supports 660 financial institutions which use the applets to manage a combined $1.5 trillion.
05/05/2016
The firm is building out digital ecosystem of its own with partnerships with Jemstep, SigFig and Vanare
05/04/2016
Of 775 investment pros surveyed by global association the CFA Institute, nearly two thirds are familiar with automated financial advice tools, with 16% not familiar at all.
05/04/2016
The solution enables transformation by streamlining operations across asset classes, markets and business entities globally, and enhances banks’ and brokers’ financial and risk management and regulatory compliance capabilities.
05/04/2016
Deloitte, which works with each of the top 30 banks across its member firms globally, and ConsenSys Enterprise, the largest Ethereum-centric blockchain company in the world, uses its blockchain subject matter expertise to accelerate banks looking to trans
05/03/2016
The stock has suffered due to missed expectations and anxiety about an upcoming negative documentary,” Einhorn wrote.
04/29/2016
Nicola Wealth Management turns to SS&C for its expertise, technology platform and Canada-based service teams
04/29/2016
Using intelligent frameworks and robotic agents, Capgemini’s Intelligent Test Automation Platform supports the dynamic, iterative, and collaborative requirements of agile and scriptless automation development.
04/29/2016
Overall, adds Holder, questions included in automated KYC forms should always be asked in the way and order that advisors would ask them, or in the way investors usually answer them best.
04/29/2016
Infostealing malware discovered by Zscaler terminates any installed anti-virus software to steal personal data - and the only way to get rid of it is to completely reset the phone
04/28/2016
SS&C has announced the latest enhancements to its Global Wealth Platform (GWP) - the next generation cloud-based investment management solution.
04/27/2016
The Broadridge Solutions Partner Program provides an excellent foundation of collaboration designed to drive customer success