08/25/2014
The rapid growth and funding of online investment advisors called ‘robo-advisors’, reflects a strong demand for low cost, simplified investment management services.
08/21/2014
He brings more than twenty-five years of experience in banking, brokerage and financial information services.
08/21/2014
Advisor Software, Inc., a provider of web-based wealth management solutions for today's financial advisor, announces that Charles Brown has joined the firm as Vice President of Business Development.
08/19/2014
4th Story has introduced a new set of tools to simplify workflow and improve efficiency for analysts and portfolio managers.
08/14/2014
IRESS appoints Regional Head
He will commence his role on 1 September 2014.
08/14/2014
As SimCorp evolves its data management capabilities, version 5.6 extends the Data Warehouse Manager by introducing the Investment Management Warehouse, a comprehensive, industry standard investment management data model for buy-side asset owners and asset
08/14/2014
A surge of interest in automated investment management firms has sparked debate about who or what can best meet the high ethical standards required by regulators for recommending investments - software or flesh-and-blood advisers?
08/07/2014
The fourth quarter was successfully executed
08/07/2014
There is a growing list of well-known entrepreneurs like Warren Buffet, Bill & Melinda Gates and Michael Bloomberg who are donating significant proportions of their wealth to philanthropic causes. However, most wealthy individuals are still expected t
08/03/2014
Wall Street firms led by Goldman Sachs Group Inc are close to buying a stake in chat and instant messaging startup Perzo Inc in pursuit of an alternative to a similar application from Bloomberg LP
08/01/2014
Q2 GAAP Diluted Earnings Per Share of $0.31, and Adjusted Diluted Earnings Per Share of $0.57, Q2 YTD Operating Cash Flow Increased to $92.8 million, Up 32.6%
08/01/2014
RCI(R) Affiliated Resorts Can Increase Operational Efficiency With Automated Entry of Inbound Data From RCI Transactions to SS&C's TimeShareWare
07/31/2014
Balancing regulatory pressures with the need for growth is an ongoing challenge for wealth management firms. Research from ComPeer highlighted that compliance was one of only three departments across the industry to increase staff numbers in 2012.
07/31/2014
Appointments made as Eagle continues to grow its global sales operations to meet increasing demand in the market for its products and services
07/29/2014
Operating income for the second quarter of 2014 was $21.8 million
07/28/2014
Bank of America Merrill Lynch is moving its prime brokerage business away from its current system, ML Prime.
07/24/2014
Former E*TRADE Executives Partner with New Online Alternative Fund Platform
INVST has partnered with Carillon Capital, LLC and its two managing partners, Steve Dervenis and Rob Snow, to serve as financial advisors and provide financial services expertise within the fund management business.
07/23/2014
Harvey Nash to provide support for investment firm across Europe, Asia and USA
Harvey Nash to deliver infrastructure end-user support to the company’s global operations in multiple locations across North America, Europe and Asia.
07/23/2014
Scandals Continue to Rock Financial Services
On July 17th, Financial Advisor reported than an investment adviser in Seattle fraudulently misused more than $8 million of client assets to make loans to himself to buy a luxury vacation home and refinance a rare vintage automobile.
07/23/2014
Abacus Group LLC, a leading provider of hosted IT solutions for hedge funds and private equity funds, today announced that it has hired Jonathan Bohrer as Chief Financial Officer, effective June 30th 2014.