07/15/2015
Wells Fargo considers robo advisory service
The robo advisers often pursue passive investment strategies
FinTech
07/15/2015
Wealth Adviser: More Robos on the Horizon
Another big brokerage is considering launching a robo-advisory service.
07/15/2015
SS&C Completes Buy of Black Diamond Maker Advent
The deal is also a testament to the growth in the advisor space, Joel Bruckenstein, producer of the Technology Tools for Today events, tells the website.
07/15/2015
BlackRock introduces online technical service for advisers
BlackRock has launched a digital adviser centre to provide advisers and wealth managers with a range of tools and services
07/14/2015
SS&C Hires Industry Veteran to Head Its New Private Capital Business Unit
New business unit will derive maximum value from SS&C's wealth of cloud-based products and services to address specific needs of private capital market
07/14/2015
Financial Advice from Robots
People have been looking for this kind of low-cost, automated quality advice for decades and it hasn’t been available to many
07/14/2015
Roger Lang Joins Netswitch Technology Management Board Of Directors
Roger is a great entrepreneur and a visionary in the field of behavioral analytics
07/14/2015
Vestmark Acquires Advanced Objects' Proposal Generation Technology
VestmarkONE is a single platform that delivers institutional-caliber portfolio management
07/10/2015
Why Nasdaq Is Betting On Bitcoin’s Blockchain
In its highest-profile application yet, Bitcoin’s public transaction record will help startups keep track of shares and shareholders.
07/10/2015
Operations performance management expert sets its sights on US financial market
Newly-appointed US managing director Mark Bourgeois will target leading banks, insurers and BPOs with globally-recognized solution for improved productivity and business-wide flexibility
07/09/2015
DST Acquires Wealth Management Systems Inc
Combined Services Expected To Better Serve Market Dealing With Aging Demographics
07/08/2015
Cetera Financial Institutions Selects Broadridge Mobile Solution to Support its Retail Advising Platform
Solution enables unified multi-channel experience for advisors and their clients
07/08/2015
SS&C Completes Acquisition of Advent Software
Acquisition establishes leading global provider with more than 10,000 customers worldwide; Combined revenues approximate $1.2 billion with winning combination of leading investment management software and services
07/07/2015
IDS Launches Industry-Leading Asset Management Portal to Arm Customers Against Common Business Problems
IDS announces the launch of a new Asset Management Portal to assist customers in effectively and independently managing IT assets and maintenance contracts
07/06/2015
FinTech’s Secret Weapon Against Central Banks
Where do we go when the era of Central Banking dies?
07/06/2015
Apple becoming a bank? Don't count on it
Silicon Valley's assault on the banking world is often forecast, but unlikely to happen
07/02/2015
Investment Technology by Numbers by Phil Banas
The marketing departments of investment software firms trumpet the glory of their wares in the purple prose of modern marketing.
07/01/2015
Advent CFO Jim Cox Named 2015 Bay Area CFO of the Year
In his role as CFO, Mr. Cox oversees all of Advent's accounting and financial reporting, investor relations, financial planning and analysis, treasury, and tax operations
07/01/2015
AIM Software appoints Director of Sales for the North American Market
This expertise is a tremendous asset for any financial institution exploring how it can best tackle today’s data management challenges.
06/30/2015
A Goldman-backed messaging product is out to crush Bloomberg
Big banks have been paying out billions in fines in the wake of the financial crisis, in part thanks to unchecked behavior in chat rooms exposing them to prosecutors and investigators.