05/18/2015
UBS and NYSE Bonds Announce Strategic Relationship
UBS Bond Port connects with NYSE Bonds to give customers access to corporate bond liquidity
FinTech
05/18/2015
F-Squared Enters Into Partnership Agreement with Soho Asset Management
Agreement expands F-Squared’s existing international business into Asia~ ~Deal follows 1-year successful Beta test of F-Squared’s technological capabilities intended for use in retail and institutional markets
05/15/2015
Morgan Stanley Wealth Management launches digital financial education programme
The interactive courses use games, polls and simulations to help users learn about topics
05/15/2015
How Quantopian Is Turning Regular People Into Hedge Fund Managers
Quantopian believes that its approach—to essentially crowdsource a hedge fund—is the first attempt of its kind.
05/14/2015
CEO of Private Wealth Systems Honored for Excellence in Technology
Prior to co-founding Private Wealth Systems he served as president of WealthTouch
05/14/2015
Hackers are draining bank accounts via the Starbucks app
Thieves are stealing money from people's credit cards, bank and PayPal accounts -- by first tapping into their Starbucks mobile app.
05/14/2015
How Artificial Intelligence Can Help Banks Beat Tech Firms
It's about time that the conservative banking industry caught up with the latest revolutions in technology.
05/13/2015
Towers Watson buys Tampa health care software firm
Acquisition enhances Towers Watson benefits administration and private exchange solutions
05/13/2015
Cyber extortionists are hitting hedge funds
Encrypting a user's or an organization's important files via crypto ransomware then asking for money to decrypt them has proved very lucrative for cyber crooks.
05/13/2015
Scorching FinTech Market Keeps Attracting New Players As NerdWallet Raises $64 Million
NerdWallet also raised an additional $36 million through a revolving loan facility with Silicon Valley Bank.
05/13/2015
Robo-Advisor Success Spurs Tech Firm Acquisitions
The traditional wealth management industry has turned to technology to keep its high-touch, high-net-worth-focused approach relevant
05/13/2015
IDB Bank Selects FolioDynamix Wealth Management Technology Platform
We selected FolioDynamix for the flexibility of its technology
05/13/2015
Russian cybergroup eyes bank attacks
APT28 set up phishing domain names for an upcoming attack against banks in the U.S, UAE and other countries
05/11/2015
Banks Devise New Ways to Tailor Services for Millennials
About half of millennials prefer to do independent research before contacting a financial adviser
05/11/2015
US government warns hedge funds pose cyber risk
Hedge funds are a weak link in the US financial system’s defences against hackers and terrorists, the Obama administration has warned the industry
05/11/2015
Is There a Fedcoin in Your Future?
So what if Uncle Sam joins the fray?
05/08/2015
Wellesley Bank launches website in simplified Chinese
A version of Wellesley Bank’s website is now available in simplified Chinese
05/08/2015
wealth management platform 'Best Client Reporting Solution'
Our focus has always been on providing our clients a great experience
05/08/2015
itBit Banks $25M And Secures New York Banking License
The bitcoin exchange, announced it was granted an official business license from New York State’s Department of Financial Services
05/07/2015
Envestnet Acquires technology company
“Advisors we serve have been requesting a tightly-integrated platform where financial planning flows seamlessly into investment planning and ongoing management on a single platform,” said Jud Bergman, Chairman and CEO of Envestnet.