08/07/2014
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
08/03/2014
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
08/01/2014
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%
08/01/2014
RCI(R) Affiliated Resorts Can Increase Operational Efficiency With Automated Entry of Inbound Data From RCI Transactions to SS&C's TimeShareWare
07/31/2014
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.
07/31/2014
Appointments made as Eagle continues to grow its global sales operations to meet increasing demand in the market for its products and services
07/29/2014
Operating income for the second quarter of 2014 was $21.8 million
07/28/2014
Bank of America Merrill Lynch is moving its prime brokerage business away from its current system, ML Prime.
07/24/2014
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.
07/23/2014
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.
07/23/2014
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.
07/23/2014
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.
07/22/2014
Sqope's social analytics feature shows users how investors who have similar wealth management portfolios are doing.
07/22/2014
Wealthy investors will use smartphones and tablets to research financial products but not for purchasing.
07/22/2014
Thomson Reuters FATCA solution provides Alter Domus with client identification and on-boarding for FATCA legislation compliance.
07/21/2014
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.
07/18/2014
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
07/17/2014
Early markets at almost 100 percent adoption of new Merrill Lynch One platform
07/16/2014
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.
07/16/2014
The market continues to demand a full-service trust operations BPO solution and this acquisition demonstrates FIS' commitment to meeting that need