10/31/2014
How financial advisers can compete with algorithms
Some, such as Ritholtz Wealth Management, are responding in kind.
FinTech
10/30/2014
ClearStructure offers ClearStart for emerging hedge fund managers
ClearStructure Financial Technology has launched ClearStart, a programme which provides emerging hedge fund managers ready access to commercial grade portfolio management software.
10/30/2014
Tablet App Built for Asset Managers
The app is a tool for wealth and asset management organizations to produce research and reporting with speed and ease of use.
10/30/2014
Robo-Advisor 2.0: A Brave New Financial Services Industry
In many respects, robo-advisor 1.0 is just a less expensive form of investment back-office than some of the turn-key asset management programs or model portfolios that many investment advisors rely on.
10/29/2014
SS&C adds Explorer data visualisation and analysis tool to Portia platform
SS&C Technologies has released Explorer, a powerful data visualization and analysis tool that turns critical investment data into meaningful information.
10/28/2014
SS&C Technologies meets EI3PA compliance under PCI DSS standard
This requires an evaluation of information security by an independent assessor, based on requirements provided by Experian. These requirements have been adapted from PCI-DSS.
10/28/2014
Pershing Adds New Advisory and Institutional Share Classes to its FundVest Platform
Pershing has responded to client and investor demand for more choice and lower-fees
10/27/2014
Biometrics in Banking: Introducing Tomorrow’s Technologies Today
Financial firms must explore and assess the potential safety threats of today so they may enact the critical security measures necessary for an optimal user experience tomorrow.
10/27/2014
UBS CIO: Blockchain Technology Can Massively Simplify Banking
What technology has the potential to disrupt the financial services sector the most?
10/26/2014
Banks join wave of investors in cyber security start-ups
Cyber security is “a very hot area” that affects a wide range of industries
10/23/2014
Temenos expands US operations
All of these solutions, including the T24 Model Bank, are enabled for software-as-a-service deployment
10/23/2014
Fortress Risk Management Raises $3.5 Million from Investors
Capital Will Be Utilized to Enable Company to Solve Financial Crime Problem Plaguing Community Banks and Credit Unions
10/23/2014
A new kind of financial adviser—at a discount
Low-cost robo-advisers offer the basics but not much else—yet
10/23/2014
Buckingham Asset Management selects inStream wealth management technology platform
Planning-centric software will support more than 370 Buckingham/BAM advisors at more than 140 Client Firms
10/22/2014
New York financial regulator pushes banks to plug gaps in cybersecurity
Following the massive cyber attack on the biggest U.S. bank JPMorgan Chase & Co disclosed in August, and other financial institutions, government authorities in United States are pushing financial institutions and brokerage houses to close glaring gap
10/20/2014
Hot deal! Francisco gets bids of $400M for eFront: sources
Francisco is seeking bids of 7x revenue for Paris-based eFront, the sources said. American Banker has estimated eFront had sales of $59 million in 2013, which would put Francisco’s asking price at $413 million.
10/15/2014
AppCrown Announces Wealth Plus
Salesforce is not just a CRM, but the most flexible enterprise platform for small business and institutions
10/15/2014
Robo advisor Betterment works with Fidelity in RIA push
The product was also shaped in partnership with the two heads of major wealth advisory firms.
10/14/2014
JPMorgan to double cyber-security spending
JPMorgan Chase Chief Executive Officer Jamie Dimon said the biggest U.S. bank will probably double its $250 million annual computer-security budget within the next five years.
10/10/2014
HiddenLevers Completes Integration with Advent's Black Diamond
The integration helps firms using Black Diamond