01/15/2015
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
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
Mr. Rainusso noted the benefits of providing comprehensive tablet apps given the number of people who now own tablets.
01/12/2015
Eze JumpStart helps simplify investment operations, reduce operational risk, and minimize cost
01/10/2015
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 has enhanced client performance report distribution by adding an email distribution option.
01/08/2015
These awards will recognize the very best operators in the private client industry
01/08/2015
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
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
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
Davies Beller and James Kissane Named Managing Directors
01/06/2015
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
Personal Capital, the leader in digital wealth management, has crossed another milestone: one billion dollars in assets under management.
01/06/2015
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
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
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
The Telegraph reports that at least one of the largest banks is concerned about the mobile payments service's terms.
12/26/2014
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.
12/25/2014
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.