05/28/2014
Younger consumers look to digital banks; would bank with other service providers
If the big banks want to turn millennials into customers who are as loyal as their parents were, they better increase their online and mobile presence.
FinTech
05/27/2014
Technology to spark big changes in financial services
Technology will put pressure on firms to increase the human element in an effort to stand out from the competition
05/27/2014
Capgemini Launches Digital Assets to Serve Growing Need for Interactive Information Services
These new dynamic digital assets represent the next generation of financial services
05/27/2014
Hedge Fund Manager DoubleLine Capital Signs Up For New CLO Tech Platform
DoubleLine and its affiliates (DoubleLine) manages approximately $50 billion in assets held in closed- and open-end 1940 Act funds, separate accounts
05/27/2014
Merrill Lynch's 'Merrill One' Platform Raises the Bar on Investment Solutions
Merrill Lynch is transforming its advisory business by doing what all other brokerages have only talked about for years
05/26/2014
Watching the wealth of young tech millionaires
The sudden rise of young tech millionaires is posing a problem for financial advisers who are struggling to connect with a new generation of wealthy individuals.
05/26/2014
Silicon Valley Bank eyes boost from British tech sector
The head of specialist Californian lender Silicon Valley Bank believes that the growth potential of technology start-ups in London could boost its British lending portfolio by up to 50% a year.
05/23/2014
Stress Tests Require Continuous Tech Upgrades, Bankers Say
Federal stress tests are forcing banks to continually upgrade their technology in order to meet the shifting demands of banking regulators.
05/22/2014
How FutureAdvisor plans to shake up wealth management
FutureAdvisor, the digital investment management service, announced today that it had raised $15.5 million in a series B funding round led by Rebecca Lynn of Canvas Venture Funds.
05/22/2014
DST launches advanced version of Anova
“We’re witnessing increased demand from asset and wealth management firms to modernize their current performance measurement and attribution systems," said Webb.
05/21/2014
McGladrey Wealth Management Selects Advent's Black Diamond Platform
Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.
05/20/2014
Pershing Adds Silanis e-SignLive E-Signatures to Broker-Dealer Solutions
Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo
05/20/2014
8 Financial Services 2014 IT Salary Trends
Technology pros in banking and securities continue to see their salaries rise, but workers are looking for training, flexibility, and job security as well.
05/16/2014
Salesforce.com Introduces Salesforce1 for Financial Services
sforce.com unveils lead and referral engine for retail banking as the first in a series of transformational financial services solutionsDeloitte Consulting LLP and nCino join the Salesforce1 for Financial Services
05/15/2014
Merrill Lynch launches technology-driven retirement tools
Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients
05/15/2014
SunGard Identifies Global Trends Driving Adoption of Managed Services Across the Financial Services Industry
Regardless of the size, type and location of a financial institution, many firms will underpin business strategies with managed services models to help address the complex and wide ranging challenges facing the industry.
05/14/2014
Addepar raises $50 million to help wealth managers track investments
The new round of financing was led by David O. Sacks and venture-capital firm Valor Equity Partners. Sacks, PayPal's former operating chief, will join Addepar’s board.
05/13/2014
SunGard Launches Hedge360 Risk Reporting Service for Hedge Funds
SunGard announces the launch of its Hedge360 Risk Reporting Service which provides hedge funds with independently validated data and analytics to help meet investor demand for due diligence and high-quality risk management strategies.
05/13/2014
Addepar Raises $50 Million for Wealth-Management Dashboard
The company shares its pedigree with Palantir Technologies
05/13/2014
Advent Software boost Board of Directors
He holds a bachelor's degree in Finance and Information Systems