Managers of Wealth Americas

North American bank IT spending to hit nearly $60 billion in 2014

Tech spending by North American banks is expected to hit nearly $60 billion in 2014, marking a return to confidence in the sector after years of underinvestment.

Pershing's Investor Brokerage Statement Ranked Number One - RESEARCH

Ranking also reflects Pershing's notable enhancements and its role in helping advisors deliver the best client service experience to investors

Marianne Brown Joins SunGard as Chief Operating Officer, Financial Systems

She brings to SunGard more than three decades of experience in the financial services and technology industries.

Tech firms lobby to keep open tax avoidance loopholes

At the time, Treasury minister David Gauke told MPs that HMRC is constrained by international tax rules.

UBS Fund Services teams up with SunGard and HazelTree to provide UBS Frontier Platform

Developed in conjunction with SunGard’s Hedge 360 and HazelTree, UBS Frontier Platform will be offered in the Americas, APAC and Europe to enhance UBS Fund Services’ product suite.

CEOs in the Dark About Cyber-Attacks - RESEARCH

Findings show that while security threats are imminent, CEOs and other members of the management team are in the dark about potential cyber-attacks against their companies.

First-Ever App Launches To Create Transparency In Wealth Management Recruiting Industry

AdvisorHUB empowers financial advisors by providing first-hand details of industry leading recruiting deals and helps them make informed decisions around their practice valuations

Geneos Wealth Management Selects the Unified Wealth Platform from Fiserv

Geneos will leverage portfolio management, trading and performance capabilities of the Unified Wealth PlatformUnified Wealth Platform provides the tools for active portfolio management, decision support and trading across multiple managed-account programs

QR Capital Management goes live with Fidessa Sentinel

Fidessa group plc announced that AQR Capital Management, a global investment management firm, has implemented Sentinel, its award-winning compliance solution for the buy-side.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for December 2013 measured 0.72%.

Law firm launches data breach mobile app

The project was headed up by Scott Vernick, head of the firm’s privacy and data security practice and is designed to help companies affected by a breach navigate the various state rules and regulations.

Banks' Risk Tech Spending Expected to Grow Steeply Through 2017

Areas of high growth for North American banks include compliance systems and resources, counter-fraud, credit, and cyber protection/information security.

Eagle Asset Management Goes Live with SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Eagle Asset Management, Inc. has gone live with SimCorp Dimension.

inStream Solutions Enhances Wealth Management Platform with Expanded Capabilities

inStream has experienced strong growth since inception and now has over 2,000 users on the platform

BNY Mellon Asset Management chooses Markit EDM platform

Markit, a leading, global financial information services company, today announced that its Markit Enterprise Data Management platform has been chosen by BNY Mellon Asset Management.

Delta Data Links with BNY Mellon

Delta Data is focused on solving complex challenges in the financial services industry.

Morgan Stanley Wealth Management Unit Plagued by Tech Snafu

Technology systems are fine, and year-end processing is proceeding normally

Eagle Ranked in Top Global Financial Technology Provider Listing

Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk

Global private bank inks deal with Avaloq

In a first step the solution will be implemented in Switzerland, Luxembourg, Monaco, Guernsey and Bermuda

Northern Trust Strengthens Mobile Apps

High-net-worth investors are increasingly looking to work with financial advisors on their own terms

FinTech