09/06/2015
BNY Mellon probed by Mass. over billion-dollar technical glitch
The glitch affected billions of dollars worth of assets.
FinTech
09/06/2015
Robots could take trillions of dollars of assets from the Wall Street establishment
Big banks that also provide wealth advisory services have to be watching the progress of their stealthy, smaller competitors, especially if they want to hold onto their trillion-dollar lines of business as the industry increasingly shifts digital.
09/03/2015
SS&C Acquires Client Communications Specialist
Financial terms of the Varden acquisition were not disclosed.
09/03/2015
SS&C Announces Leadership Team for Advent Software Business Unit
SS&C Technologies has announced the leadership team for its recently acquired Advent Software business unit.
09/02/2015
IBM Watson: What are companies using it for?
IBM's cognitive computing system, Watson, is more than just a champion Jeopardy contestant.
08/28/2015
New Way to Help Financial Advisors Manage Investor 'Volatility Anxiety'
New rating system enables advisors to proactively reach out to high anxiety clients ahead of panicked phone calls, avoiding reactive, emergency mode conversations.
08/27/2015
Cloud based platform for wealth management industry inks deal with New York City based law firm
Our service offerings have traditionally been deployed exclusively by financial services organizations that specialize in managing trusts for their clients.
08/26/2015
BlackRock buys 'robo-adviser'
The unit will provide financial institutions with high quality, technology-enabled advice capabilities to improve their clients’ investment experience.
08/25/2015
How Robos Handled Their First Major Market Challenge
Wealthfront was active on Twitter, reminding customers that though it can be difficult, it’s important to keep a long-term view and stay the course.
08/25/2015
SEI Wealth Platform Continues Momentum Converting Two New Private Bank And Trust Clients In One Weekend
Clients First to Use Expanded Platform Services
08/25/2015
Salesforce to Launch New Advisor-Centric Platform
Salesforce Financial Services Cloud is part of firm’s effort to target high-value industries
08/25/2015
The CIO Legacy Project: If it Ain’t Broke, Fix it
The most revered CIOs envision new ways technology can be applied to solve big problems, and then execute their vision flawlessly.
08/23/2015
DST Announces Completion Of major acquisition
Our combined resources, capabilities, and commitment promise to bring an unmatched opportunity for our clients to grow and retain retirement assets.
08/21/2015
US wealth management platform expands into UK
Genpact OpenWealth® provides flexible, scalable, and investor-centric new technology platform and wealth management servicing operations in the U.S. and U.K., adding center in Glasgow
08/20/2015
Smartphones and Wealthy Investors
Credit cards still feel safer than smartphones as a payment option to most wealthy investors.
08/20/2015
Ready for the 'Mad Max' World of Digital Banking?
In this "Mad Max" post-apocalyptic world of apps and bots, community banks lay in ruin, fintechs come and go, and megabanks dot the vast desert wasteland.
08/19/2015
Are You Evaluating Robo Technology for Your Practice? Three Strategies To Consider
Here we’ll give you a strategic framework to think through what Robo technology business model could make the most sense in order to grow and enhance your business.
08/19/2015
Eze Software Rolls out Mobile App on iPhone 6
Further Enhances Range of Mobile Offerings
08/18/2015
How Robos Will Change Investing
In addition to the discipline they bring to asset allocation, the chief attraction of robos is that they are a lot cheaper than human advisors.
08/18/2015
Amazon exposé shows how little tech has changed the landscape
Apple, Amazon, Facebook and Google’s well-intentioned capitalism has begun to resemble the ruthless corporatism more commonly associated with Wall Street