12/26/2014
T Rowe Price, others peer into Virtu’s high-frequency world
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.
FinTech
12/25/2014
Larry Page Would Give His Wealth to Elon Musk Rather Than to A Charity
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
Morning Agenda: How Hackers Got Into JPMorgan
JPMorgan’s security team had apparently neglected to upgrade one of its network servers with a double authentication scheme
12/23/2014
SEI Releases Research on Pension Accounting Disclosure Assumptions for 2015
This research series has drawn on SEI's industry-leading knowledge around defined benefit accounting
12/23/2014
Vestmark BPO Nominated as Top Outsourcing Solution for the 2015 Family Wealth Report Awards
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
Digital technology to open up core banking market
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
The Daily Brief: The Case Against Technology in Investing
Charles Schwab has agreed to become a corporate sponsor for Ellevate
12/18/2014
Vanare acquires NestEgg for robo-wealth management
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
Baldwin Brothers Selects SS&C's Global Wealth Platform
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
Crimeware-as-a-Service Threatens Ban
Why Evolving Malware Families Are Big Cause for Concern
12/18/2014
Baldwin Brothers Selects SS&C's Global Wealth Platform
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 Selects Canadian-Based PriceMetrix to Enhance Proposal Generation Service for Wealth Managers
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
WealthCloud, LLC Closes a Seven-Figure Strategic Investment Targeted to Accelerate Growth
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
12/17/2014
iCapital Network Delivers Private Equity Peer Group Data from Burgiss to Wealth Management Firms and Family Offices to Enable Accurate Fund Comparisons
Only private wealth-focused online platform to offer private equity peer group data from Burgiss
12/16/2014
NCR Corporation's Banking Solutions Attract New Customers
The company recently announced that two banks – one in North America and the other in the Middle East are using its banking solutions.
12/16/2014
Citi Private Bank Selects Fi-Tek's Global Wealth Enterprise Solution
At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions.
12/15/2014
Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform
FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.
12/15/2014
Bloomberg BNA Announces Enhancements to BNA Fixed Assets™
New Version Increases Fixed Asset Management Efficiency, Supports Accounting for Tangible Property Repairs Regulations
12/11/2014
eMoney Advisor to Release New Digital Wealth Management Experience, emX, on December 12
"We believe emX is more than just wealth management software—it's a better way of doing business."
12/09/2014
Advent upgrades product suite
Advent Software, Inc., a leading provider of software and services to the global investment management industry, today announced the global availability of this year’s second major release across its product suite.