01/15/2015
Growing Adoption for IEX's Latest Protective Innovation
Our approach is straightforward: build solutions which address specific market structure inefficiencies and imbalances
FinTech
01/15/2015
Ultimus Fund Solutions Chosen by Family Office Galapagos Partners to Provide Fund Administration Services for New Mutual Fund
Firm launches fund through Ultimus Managers Trust to gain operational efficiency, scalability
01/15/2015
Fiserv wealth platform integrates with HedgeAct portal
Fiserv, Inc. a leading global provider of financial services technology solutions, announced today it has partnered with HedgeACT, based in Chicago, to deliver access to an array of hedge funds to asset managers and investors within their managed account
01/13/2015
US Introduces Secure, Automated System To Address Tax Avoidance, Detect Hidden Bank Accounts
The U.S. Internal Revenue Service (IRS), on Monday, introduced a new system that will allow financial institutions and tax authorities in other countries to securely send reports on financial accounts held by U.S. citizens to the IRS under the Foreign Acc
01/12/2015
BMO Launches iPad App with Integrated Access to Banking and Self-Directed Investing
Mr. Rainusso noted the benefits of providing comprehensive tablet apps given the number of people who now own tablets.
01/12/2015
Eze Software Group Launches Turnkey Technology and Service Offering for Small Hedge Funds
Eze JumpStart helps simplify investment operations, reduce operational risk, and minimize cost
01/10/2015
Gulf lender GIB launches region's first online-only retail bank
Gulf International Bank has launched the Middle East's first online-only consumer banking business, seeking to diversify after almost collapsing during the global financial crisis and to tap into a young, tech-savvy population.
01/09/2015
FinFolio’s Portfolio Management Software Adds Report Distribution Feature
FinFolio’s Portfolio Management Software has enhanced client performance report distribution by adding an email distribution option.
01/08/2015
WealthCloud, LLC Shortlisted for the Family Wealth Report Awards 2015
These awards will recognize the very best operators in the private client industry
01/08/2015
Canada launches electronic funds transfer initiative against tax evasion
The new reporting requirements are the same as those for reports currently provided to the Financial Transactions and Reports Analysis Center of Canada
01/08/2015
Eaton Vance Selects SimCorp Coric for Global Client Reporting and Communications
Automating the client reporting and communications process with SimCorp Coric will enable Eaton Vance to focus on client engagement and revenue growth.
01/08/2015
Do Banks Really Need Video Tellers and Mini-Branches?
But with the availability of artificial intelligence and sophisticated risk algorithms that can run on mobile devices, some argue there’s little need for even stripped-down versions of the branch.
01/07/2015
Cowen Announces Formation of Information and Technology Services Banking Group
Davies Beller and James Kissane Named Managing Directors
01/06/2015
Oakbrook Solutions Shortlisted For The Family Wealth Report Awards 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
Unique Investment Service Offers Technology + People
Personal Capital, the leader in digital wealth management, has crossed another milestone: one billion dollars in assets under management.
01/06/2015
Contract win with large European Asset Manager for StatPro Revolution platform
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
Britain’s banking institutions share concerns over Apple Pay
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
US Web site tried to sell users’ data to top brokerages
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
Apple Pay Headed to the UK, Banks Wary
The Telegraph reports that at least one of the largest banks is concerned about the mobile payments service's terms.