Managers of Wealth Americas

Broadridge Reports Fourth Quarter and Fiscal Year 2014 Results

The fourth quarter was successfully executed

Generation Y and the Wealth Transfer to Come by Michael Hunwick, SS&C Technologies

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

Goldman group set to buy message system as alternative to Bloomberg: Sources

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

SS&C Technologies Reports Q2 2014 Results

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%

RCI and SS&C Begin Strategic Development Effort to Incorporate RCI Connect(SM) Platform

RCI(R) Affiliated Resorts Can Increase Operational Efficiency With Automated Entry of Inbound Data From RCI Transactions to SS&C's TimeShareWare

Wealth managers look to next-generation automation for maximum efficiency - Dion

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.

Eagle appoints new heads of sales for Americas, EMEA and APAC

Appointments made as Eagle continues to grow its global sales operations to meet increasing demand in the market for its products and services

Advent Software Reports Second Quarter 2014 Results

Operating income for the second quarter of 2014 was $21.8 million

BofA Merrill Lynch upgrades prime brokerage

Bank of America Merrill Lynch is moving its prime brokerage business away from its current system, ML Prime.

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.

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.

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.

Abacus Group Hires ConvergEx Exec as Chief Financial Officer

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.

Scivantage Rolls Out Wealth Management Performance Software

Sqope's social analytics feature shows users how investors who have similar wealth management portfolios are doing.

High Net Worth Investors and Mobile Technology

Wealthy investors will use smartphones and tablets to research financial products but not for purchasing.

Alter Domus selects Thomson Reuters FATCA solution

Thomson Reuters FATCA solution provides Alter Domus with client identification and on-boarding for FATCA legislation compliance.

Closing the Door on Cyber-Security Threats by Lisa McLaughlin, SS&C Technologies

You don’t need to be a cyber-security expert to realize that threats to the security and integrity of information systems are at an all-time high, and are only going to increase.

Morgan Stanley Wealth Management Awarded Patent for Innovative Manager Research/Scoring Tool

Morgan Stanley Wealth Management announced today that it has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by the Firm’s Consulting Group Investment Advisor Research

Merrill's New Advisor Platform Sees Early Success

Early markets at almost 100 percent adoption of new Merrill Lynch One platform

Premier Hedge Fund Analysis and Research App for iPad launched

Risk-AI Fusion is the first ever, practical software for risk analysis of hedge funds for iPad.

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