04/07/2014
Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.
04/07/2014
A good number of investment advisors in the US and Canada are reaching retirement age.
04/07/2014
Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage wealth, today announced the expansion of their team, hiring Gene Reese as Chief Product Officer.
04/03/2014
Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.
04/03/2014
For brokerages to successfully meet such impending reforms, embracing the need for better technology in the way of an online platform is essential.
04/03/2014
Partnerships and alliances with innovative digital entrepreneurs will allow the large incumbent banks to adapt and thrive in the new economic ecosystems being created by the mobile and digital revolutions currently changing the industry.
04/03/2014
The Consumers and Mobile Financial Services Survey released by the Federal Reserve covering the usage of mobile banking for 2013 shows that overall, utilization of mobile banking has increased in popularity since 2011 in part due to the expansion of smart
04/02/2014
Hedge fund managers now require advanced predictive analysis and the ability to respond in an ad hoc fashion
03/31/2014
As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.
03/31/2014
Lab49 has announced its involvement as a partner in the development of the UBS Neo platform.
03/31/2014
FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Horizon Investments has selected the FolioDynamix wealth management technology platform.
03/26/2014
Addition of Interactive Data’s real-time market data strengthens advisor decision-support capabilities in the FolioDynamix platform
03/24/2014
HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.
03/21/2014
One of America's Top 3 largest global banks goes live with AIM Software
Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business
03/20/2014
2014 10 Technology Trends for Business -PwC
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.
03/20/2014
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.
03/20/2014
Hosting on Broadridge's network environment provides industry leading security and reliability
03/19/2014
Global Domain Manager for System Architecture at SimCorp, the paper is part of an on-going series of industry thought leadership, compiled and published by SimCorp.
03/19/2014
Latest Release Delivers Superior User Experience and Powerful Capabilities
03/19/2014
Vestmark, a leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.