Managers of Wealth Americas

Washington Trust Bank to adopt SEI wealth management tech

SEI announced that Washington Trust Bank's Wealth Management & Advisory Services will adopt SEI's fully-integrated wealth management solution

Institutions have a reactive short-term view to risk management - SunGard report

New global research undertaken by SunGard has found that banks continue to take a short-term view when it comes to risk management priorities

StanCorp Financial Group, Inc. Reports Second Quarter 2013 Earnings

Net income excluding after-tax net capital losses was $1.34 per diluted share for the second quarter of 2013,

Wealth management platforms continue to evolve

Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry

Broadridge Completes Acquisition Of Bonaire

Expands Fee and Expense Management Solutions Offering

SS&C Portia customers migrate to New York data centre

The move to SS&C's data center allows us to continually improve our operations by extracting additional efficiency from the services, such as faster processing of end-of-day and overnight activities

Use Mobile Technology Better or Risk Losing Clients

An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.

GenSpring's Pete Balderston Joins Private Client Resources Management Team

Pete Balderston has joined the firm as Senior Managing Director, where he will lead PCR's Data Service and Client Engagement teams

SS&C GlobeOp Opens Cloud Portal to the Buy Side

GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.

Too Few Mobile Apps Tailored for Wealth Management Clients

Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered.

Northern Trust Enhances Performance Reporting for Fixed Income Portfolios

The "Successive Pricing" model provides a sophisticated fixed income analysis tool leveraging Northern Trust's performance data

Envestnet Completes Acquisition of Prudential Wealth Management Solutions

Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform

SS&C GlobeOp Announces New Release of GoWire

Latest Release of GoWire Accelerates Cash Wire Process for SS&C GlobeOp's Fund Administration Clients

Technology and Operations Trends in the Wealth Management Industry 2013

Wealth managers continue to invest significant sums in their technology and operations, with a tenth of firms investing over $50 million a year in operations and a tenth allocating upwards of $20 million to technology.

Bank of America Merrill Lynch Adopts SWIFT MyStandards for Global Custody

Standardized Messaging Application Helps With Quality, Accuracy, Efficiency

Broadridge buys Bonaire to build data-driven strategy

Combination Will Extend Broadridge’s Leadership in Mutual Fund and Asset Management Solutions

Pinnacle Trust Goes Live on SEI Wealth Platform

Pinnacle Trust has gone live on the company's fully integrated wealth management solution

Lighthouse Taps SS&C GlobeOp for CVA

$7 Billion Investment Manager Expands Successful Relationship With SS&C GlobeOp

BNY Mellon brings ETF trading to the iPad

The global leader in investment management and investment services is among the first to introduce a mobile application

Hedge fund technology becomes mainstream

“Institutional investors are getting more actively involved in the investment process, in hopes of reducing costs and improving performance.

FinTech