01/06/2015
Oakbrook Solutions, a leading systems, process, and delivery expert for the wealth management industry has been shortlisted for the 2015 Family Wealth Report Awards in the category of Management Consultancy.
01/06/2015
Personal Capital, the leader in digital wealth management, has crossed another milestone: one billion dollars in assets under management.
01/06/2015
The recurring element of this new contract represents a 55% conversion premium to the original contract.
01/06/2015
DST Acquires Strategic Advisory Firm
Combination Brings a New Level of Business Intelligence to the Asset Management Industry
01/01/2015
It is understood the bank is uncomfortable with the amount of personal and financial information Apple wants to collect about its customers.
12/31/2014
AdvisorHUB, a year-old gossip and news Web site for the brokerage industry, has become such a part of brokers’ daily reading routine that some call it the “New York Post of financial news.”
12/29/2014
The Telegraph reports that at least one of the largest banks is concerned about the mobile payments service's terms.
12/26/2014
He was surprised that in order to purchase 2.5 million shares, the firm had to indicate an interest in buying 750 million shares, or 300 times that amount.
12/25/2014
Larry Page, who co-founded web search company Google 15 years ago, recently shared his idea about what should happen to his billions of dollars in the event of his death.
12/24/2014
JPMorgan’s security team had apparently neglected to upgrade one of its network servers with a double authentication scheme
12/23/2014
This research series has drawn on SEI's industry-leading knowledge around defined benefit accounting
12/23/2014
The Vestmark BPO service is a business process outsourcing solution that allows broker-dealers, banks, investment managers, and advisors to outsource middle- and back-office administrative and operational functions.
12/19/2014
The challenges of digital banking will open the core banking software market to more suppliers as banks attempt to keep up, while traditional development resources dwindle.
12/18/2014
Charles Schwab has agreed to become a corporate sponsor for Ellevate
12/18/2014
Vanare, a next-generation wealth management technology platform for investment advisors, announced today the acquisition of NestEgg Wealth to launch the first ever offering that completely integrates online wealth management with traditional wealth manage
12/18/2014
The independent, US-based financial advisory firm with approximately $1 billion in assets under management will use the platform to support its growing business.
12/18/2014
Why Evolving Malware Families Are Big Cause for Concern
12/18/2014
SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C's wealth management platform.
12/18/2014
Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced that PriceMetrix's proprietary database of fee and managed accounts history will be offered as part of Thomson Reuters Wealt
12/17/2014
Regardless of age, wealth level, geography or need for advice, high net worth individuals are demanding digital capability from the wealth management industry and two-thirds would consider an alternative provider by leaving their current wealth management