12/02/2015
The couple also said they are starting the Chan Zuckerberg Initiative, an organization to manage their money and “promote equality for all children in the next generation.
12/02/2015
Online portfolio manager Wealthsimple is gaining ground among competitors as it acquires online brokerage Canadian ShareOwner Investments Inc.
12/01/2015
Institutional investors pressure Mayer and Board to consider options.
11/27/2015
Everyone knows that the modus operandi of the Californian technocracy is to look for a regulated industry and try to disrupt it with unregulated competition.
11/25/2015
Blockchain technology is the engine underpinning bitcoin, but it has been viewed separately from the cryptocurrency of late.
11/24/2015
Gery Shalon is alleged to have run a ‘criminal conglomerate’ that reaped hundreds of millions of dollars in illegal profits
11/24/2015
The news comes almost immediately following Manulife’s announcement that the company’s senior vice president of wealth management strategy and business development was appointed as chief innovation officer.
11/24/2015
It’s not just Millennials who’ve come to expect certain services delivered online and in real time.
11/24/2015
Wincor Nixdorf provides information technology solutions and services to retail banks and the retail industry around the world, focusing the branch operations of both sectors, according to its website.
11/20/2015
Envestnet will pay approximately $371 million in cash and issue approximately 6,084,000 shares of Envestnet common stock in the transaction
11/20/2015
Financeware 2.0 empowers advisors to not only deliver an exceptional customer experience, but also the means to handle more clients
11/19/2015
Optimizations for the Plus versions of the iPhone 6 and 6s — another missing piece of the update reviewers grumbled about — are also on the way
11/19/2015
Launched in 1999, Financeware is currently used by more than 30,000 financial professionals with over $1 trillion of assets connected to nearly a million plans.
11/18/2015
Deployed over private and secured networks, the solution is highly scalable to meet the requirements of institutional providers.
11/17/2015
Acquisition addresses growing number of customers that need help to originate, buy, sell and securitize loans
11/13/2015
Clients range from Fortune 500 companies to small businesses in the financial services and employee benefit arenas.
11/12/2015
Strategic Initiative Creates Premier Wealth Management Solution for Accessing and Researching Third-Party Hedge Funds and Private Equity Funds
11/12/2015
The platform’s bi-directional, workflow-oriented integrations with complementary advisory solutions enables wealth managers to offer their clients a completely tailored experience.
11/11/2015
The service, which could be ready as soon as next year, would compete with PayPal’s peer-to-peer payments app Venmo, and Square’s Square Cash.
11/11/2015
The award recognizes technology platforms that can handle bulk management of OMS and EMS functions, modeling, analytics, compliance and multi-asset class coverage.