Managers of Wealth Americas

Investors Snap Up Online Financial Advisers

Startups Get Lofty Valuations From Venture-Capital Backers, Who See Tech-Stock Appeal

Advent Brings Advisor Workflow Efficiencies to the Next Level

Enhanced Integration Network Will Include Move Money Capabilities Through Schwab OpenView Gateway™

Riskalyze, CLS Roll Out Robo Tools for Advisors

Once a client account is opened, CLS is instantly added as the co-advisor

Webster Bank and Standard Register Sign Multi-Year Customer Communications Services Agreement

Since 2008, Standard Register has managed a full range of technology-enabled communications for the personal, business and commercial/institutional banking groups

Barclays to launch fintech accelerator program in New York

A range of innovative fintech ideas were developed, including a new credit scoring system

PAM AWARDS: CAIS Recognized as "Best Wealth Solution"

Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers

Geneva based software giant buys US software provider

Following the acquisition, Jay Mossman, the Founder and CEO of Akcelerant, will continue as its CEO

InvestEdge Wins 2015 PAM Award For Private Client Investment Platform - Client Service

InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform–Client Service during the Private Asset Management Awards ceremony held in New York City.

Google Glass Is Dead, But No Regrets for Bankers Who Tested It

Time labeled the device as one of the inventions of the year in 2012

FireHost teams up with Dell for private cloud service

FireHost's relationship spans far beyond this one offering, as FireHost has been a customer of Dell for years

Objectway Launches Next-Generation Investment Management Platform, Illumas

Objectway a leading provider of software and services to the EMEA investment management industry, today announced the release of its next-generation wealth and investment management platform—illumas

SS&C says Advent acquisition is a progression to cloud

In announcing the $2.7 billion acquisition of Advent Software, SS&C Technologies executives said the acquisition capitalized on a trend of increased outsourcing in financial services and will further the industry's move to the cloud.

Education, Planning Can Mitigate Effects Of A Cyber Attack

By now, everyone in the financial industry should at least aware of the growing threat from hackers, but many are still in the dark about what their firms can actually do.

Brokerage Firms Worry of Breaches by Hackers, Not Terrorists

Worries about state-sponsored breaches were highest at big investment banks

Liquid Holdings Unveils Mobile App For Hedge Fund Managers

Liquid Holdings Group is a cloud-based technology and managed services provider to the global hedge fund

Collaboration, Information-Sharing Key to Cybersecurity

Cybersecurity must be a collaborative effort between the industry, regulators and policymakers, the president and CEO of the Securities Industry and Financial Markets Association said Wednesday.

With Limited Resources, Big Money at Stake, eVestment’s Scorecard Helps Asset Managers Deploy Resources

According to eVestment data, there is approximately $558 billion in institutional assets up for grabs around the world each quarter. eVestment’s new Scorecard, launching this month, aims to help asset managers understand which of their resources to

Advent Software acquired by rival for $2.7 billion

"It's a great outcome for our investors," Hess said Monday.

What robo advisers can and can’t do for you

Is the robo route right for you? Here’s what you need to know about this growing technology.

PNC Turns to BIAN Standards To Evolve Its Core Banking Systems

He knows the bank will eventually have to move to a new core system, which is a reason PNC has joined BIAN

FinTech