Managers of Wealth Americas

Updates for Collateral Management

These challenges suggest the need for new settlement channels for clearing members and CCPs

Technology is changing the game for advisors who want more face time

Bucking conventional wisdom that it is more professional to see clients in an office

Bank of America's online banking crashes

Bank of America says its online banking website crashed Friday, leaving customers unable to access their accounts

Genworth Wealth Management Introduces New Turnkey Offering In GPS Select Solution

Advisors can use GPS Select Solutions’ diversified, multi-strategist portfolios to provide either a comprehensive investment solution directed at a broad goal, or a targeted complement to other holdings.

KPMG survey shows executives worried about cyber security and risk

Nearly half of the survey respondents globally (45%) said their company’s risk management programme generally, including cyber security, required “substantial work”.

SEI Reports Fourth-Quarter 2012 Financial Results

"Our fourth-quarter 2012 results reflect the progress we have made in improving the fundamentals of our business."

Legis director wins ‘Women in Wealth’ award at Citywealth event

The IFC Awards were launched in 2012 to promote excellence and adherence to global tax standards.

Dion launches Fatca Trac Indicia check service

Dion Global Solutions has announced that it has launched the Fatca (Foreign Account Tax Compliance Act) TRAC Indicia Check Service to assist financial firms in making an initial assessment of the impact of the Fatca regulations on their business.

Centier Bank goes live with SEI's wealth management platform

Centier Bank, a financial services provider based in Northern Indiana

IT Spending in Banking: A Global Perspective

Total bank IT spending across North America, Europe, and Asia-Pacific will grow to US$179.2 billion in 2013, an increase of approximately 3.4% over 2012.

IT Spending in Banking: A Global Perspective

The report compares and contrasts the direction of IT spending trends.

SS&C GlobeOp Announces Release of TNR Solution 2013

Latest Release Goes Live With SS&C GlobeOp's Private Equity Clients

Private Client Resources Nominated For Seven Private Asset Management Awards

PCR was awarded "Most Innovative Private Bank Provider".

Regions Bank Introduces Integrated Wealth Management Platform

“As we continue to expand our wealth management solutions we are pleased to introduce the latest in portfolio management and technology to help our clients meet their financial goals.”

Absolute Wealth Launches New Website Design

AbsoluteWealth.com, the industry leading financial information site, has revamped its online presence in anticipation of more changes.

Wealth-X Launches Wealth-X Professional For iPad

Designed to give business development and client management executives access to the intelligence and functionality of Wealth-X Professional while they are on the move, the application represents another milestone in Wealth-X's mission in enhancing t

Fund Administration Technology Comes of Age in 2013, Predicts Confluence

Growth in Cloud Computing and Financial Services Technology Leads to Greater Customization and Delivery Speed

The Investment Book of Record: One Version of Truth from Front- to Back-Office - RESEARCH

The paper tackles the problems associated with fragmented position-keeping across the trade lifecycle.

Paladyne appoints global sales head

"Since Paladyne was acquired by Broadridge we have significantly expanded our product offering and account coverage, and are extending into adjacent markets beyond the hedge fund community."

FolioDynamix selected by Cambridge Investment Research, Inc.

Leading independent broker-dealer firm to deploy FolioDynamix proposal generation, investment modeling, trading and reporting solutions with overlay management

FinTech