05/05/2014
He cites Box and Square as examples of companies that have delayed their IPOs because they were losing so much money and didn't want to withstand the scorn investors' would have thrown at their red ink.
05/05/2014
The resulting combination will bring together two industry leaders with deep domain expertise and create a full-service wealth management and retirement offering encompassing technology, selective operational functions, full back-office operations outsour
05/05/2014
The name change was approved by the shareholders of the Company at the annual and special meeting of shareholders held on April 30, 2014. The Company will continue to operate as "D+H" in the market.
05/02/2014
With more than 1,600 employees, Baker Tilly provides a wide range of accounting, tax, and advisory services
05/02/2014
Record revenue of $185.8 million in the first quarter 2014, representing an increase of 7.3 percent from the first quarter 2013
05/02/2014
The service works in the same manner as Facebook Connect, where Accredify members sign in to portals to instantly qualify as an investor.
05/01/2014
Links Wealth Management to Positive Social Change
05/01/2014
Outsourcing Partners Create Streamlined Processes and Operational Efficiencies
04/30/2014
SS&C's number one priority is to address the needs of its customers
04/30/2014
As the asset management industry balances the conflicting trends of growth and uncertainty, buy-side firms are taking a hard look at their operating processes.
04/30/2014
This utility will be based on the latest version of SmartStream’s TLM Reconciliations Premium™ solution.
04/29/2014
Quarterly roundtables uncover key challenges and best practices in trade expense visibility and management
04/29/2014
SS&C’s technology platform will be utilized at multiple affiliates
04/28/2014
The growing segment of so-called robo-advisors is far more vast and diverse than the moniker suggests.
04/28/2014
The smooth implementation of upgrades or new technology is crucial in helping ensure that financial services firms can offer new or improved products and services to their customers and retain a competitive advantage.
04/24/2014
The award winners were announced at the gala reception and dinner on April 22 in New York.
04/24/2014
Servicing Group Addresses Growing Mortgage REIT Investment Accounting and Reporting Needs
04/22/2014
When looking for their CRM solution, Integre Advisors was seeking a product tailored to the specific needs of their institutional investment firm where each relationship included dozens of contacts, each with different roles.
04/20/2014
Accenture and Avanade have completed the implementation of a new suite of collaborative workplace technologies at Standard Life.
04/17/2014
The “intruder analysis module” is capable of scanning digital single-lens reflex cameras