05/16/2012
How Facebook insiders are preparing to be millionaires
It's a Silicon Valley ritual: When money seems imminent, wealth managers flock in to help the newly rich navigate their altered financial landscape.
FinTech
05/16/2012
SEI Receives Suntrust's Coveted 'Focus on Growth' Award
SunTrust has been an SEI client since 2005. SEI's Global Wealth Services provides core processing, accounting systems, and additional processing services to SunTrust's private client and institutional businesses. To learn more about SEI's G
05/11/2012
SS&C Announces Closing of Acquisition of Thomson Reuters' PORTIA Business
SS&C's acquisition of the PORTIA business adds a comprehensive platform of middle-to-back office capabilities allowing investment managers to track and manage day-to-day portfolio activity.
05/11/2012
Client iPad apps seen as future of wealth management
He said an app for clients could bring details of their financial plan and wealth management together and a key feature would be its accessibility on either the web, a mobile device or a tablet.
05/10/2012
US wealth management solutions firm reports 21% increase in AUM
Revenues from assets under management (AUM) or assets under administration (AUA) increased 21% to $28.3 million for the first quarter of 2012
05/09/2012
Citi, LinkedIn 'Connect' for Women's Financial Advice Group
Citigroup is once again showing its willingness to venture outside of traditional banking to build a social media strategy, as it has in both its talent acquisition and content.
05/08/2012
Beverly Hills Wealth rolls out new cloud-based dashboard for RIAs
BHWM Maestro Allows RIAs and Advisors to Streamline Access and Usage of Cloud-Based Service Applications and IT Security
05/08/2012
Hedge Fund Veteran Named Options IT Head of Technology
In his new role Bowell will be responsible for leading Options IT's North American technology engineering, networking and support teams, as well as overseeing the growth of the Options PIPE Private Financial Cloud services in the North American regio
05/04/2012
US asset manager selects WM technology platform
Our wealth management clients will continue to have access to our strong fixed income capabilities
05/02/2012
Fiserv Reports First Quarter 2012 Results
GAAP revenue in the first quarter was $1.11 billion compared with $1.05 billion in the first quarter of 2011. Adjusted revenue was $1.03 billion in the first quarter compared with $982 million in 2011, an increase of 5 percent.
05/01/2012
Advent Software rolls out new wealth platform
End-to-End Solution Delivers Streamlined Workflows, Business Intelligence Reporting, and a Common User Experience Across Advent's Award-Winning Products
04/30/2012
SS&C Nominated for Six Awards
SS&C Technologies has announced that SS&C Fund Services has been recognized as "Best Administrator – Fund of Hedge Fund Provider Over $30bn".
04/27/2012
MSSB launches its new investment platform
Investing with Impact Platform offers an investment approach targeting risk-adjusted financial returns as well as positive environmental and social impact
04/25/2012
Brown Advisory live with Calastone
Calastone is the only venue where the global fund industry can meet to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology.
04/25/2012
J.P. Morgan Launches Image Deposit Direct Mobile
IDD Mobile is an extension to the traditional end-to-end check processing solution Image Deposit Direct, an Internet-based remote capture solution for depositing paper check payments.
04/23/2012
Advent to Launch New Moxy OMS
the latest version is already in use by certain clients and will be released for general availability on April 30.
04/23/2012
TPG drops out of race for GlobeOp
The announcement leaves SS&C Technologies Holdings, a software development company, as the lead bidder.
04/20/2012
Risk Management Arsenal Expands for Wealth Managers
As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.
04/20/2012
Wealth managers embrace tablet technology
North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C
04/20/2012
UBS Uses IPad to Let Clients Design Trading Algorithms
UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."