Managers of Wealth Americas

Eze Castle Integration Named Finalist for FStech 2014 Technology Provider of the Year

The finalists are companies that lead the way in such areas as customer service, compliance, systems integration, outsourcing and data governance.

Investment management industry hindered by ‘inflexible’ portfolio management systems finds new white paper

Effective management of data required to produce IBOR is ‘out of reach’ for nearly one-third of investment managers

Your iPhone prevents you from getting a good night's sleep

You probably know the feeling of drifting off to sleep, only to detect through heavy eyelids that the bedroom has suddenly lit up

Advent Software Reports Fourth Quarter and Full Year 2013 Results

Company Achieves Record Quarterly Revenue of $97.6 Million, up 6% and Record Operating Cash Flow of $36.7 Million, up 12%

Broadridge Appoints Industry Veteran as President of Expanded Investment Management Business

We help our clients globally trade all asset classes, allowing them to focus on generating alpha and raising capital

FolioDynamix Adds Full-Scale Tax Optimization to Its Wealth Management Platform

The tax implications of investment decisions are becoming increasingly more important

RBC releases new mobile commerce platform

RBC Wallet officially launched in Canada

AssetMark Continues Expansion of eWealthManager Platform with Comprehensive Suite of Financial Planning Tools

The new enhancements, provided through a relationship with Finance Logix

15 Tech Companies That Will Define 2014

The slideshow below will focus on 15 companies that will define technology in 2014. Some are large players, such as Google and Apple.

Bank of America laying off IT employees

The cuts are within the bank’s Global Technology and Operations business line, which employs about 100,000 worldwide. The head of the unit, Cathy Bessant, is based in Charlotte.

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%.

FinTech