Managers of Wealth Americas

J.P. Morgan says banking website issues resolved

J.P. Morgan Chase is the nation's second largest bank by deposits and the third largest by number of branches, according to the Federal Deposit Insurance Corp.

Former Lehman Exec Launches Electronic Trading at Vandham

The independent broker thinks it can compete with more established firms by keeping staff lean and focusing on execution quality, service and capitalizing on longstanding relationships.

Microsoft Reinvents its Cloud Strategy

The plan is to allow the customers have a guide on how to migrate into the cloud from Microsoft’s conventional software.

Merrill Lynch Debuts New iPhone, Android and iPad Offerings

Clients currently enjoy access to applications on iPhones, iPads, and BlackBerry devices.

DST combines Tass and WSAS to form market services unit

The new entity was created through the merger of DST TASS and Wall Street Advisor Services, and will continue to specialize in delivering mutual fund processing and sub-accounting services to help improve productivity, increase process efficiency and redu

Mobile Banking Shifting Into High Gear, Fed Says

The Fed pulled together all the survey numbers, did some calculations and now concludes that at least one in three American banking customers who own a smartphone will engage in mobile banking by 2013.

Equipos and HCL ink tie up

Coric allows client services teams to respond quickly and efficiently to ever-changing reporting requirements, without recourse to IT.

Supercomputer Manages Fixed Income Risk At JPMorgan

Oskar Mencer, CEO and founder of the UK-based Maxeler, said other banks are using supercomputers, but only JPMorgan would talk about its operations.

SS&C hands top officers $4.5M in bonuses

Windsor financial software vendor SS&C Technologies awarded more than $4.5 million in cash bonuses to Chairman and CEO William C. "Bill'' Stone and three other top officers based on their 2011 performance, a regulatory filing shows.

Bank of America Merrill Lynch Launches New Electronic Platform‎

Next Generation, Integrated, Full-Service Solution for Trade Processing and Reporting to Benefit CFOs and Treasurers

UBS Adds Matrix Financial Solutions to its Select Qualified Plan Platform

Matrix BD Platform to Provide Plan Data Feed Service and Fund Processing in an Open Architecture Environment

New wealth management technology platform launched

"Competition in the Wealth Management industry is stiff, and regulation is increasingly stringent," states Lac Vuong, Managing Director of Informa Investment Solutions

Personal Capital brings wealth management service to the iPad

Now the company is expanding its online service to the iPad with a free tablet application that makes it easier for users to see and touch their money.

SunGard Wins Three Financial-i Leaders in Innovation Awards

The winners were selected based on research conducted by Financial-i's team of journalists and independent analysts.

Banks team up to cut tech spend burden

But they also have to spend on adapting internal systems to comply with swathes of new regulation, which means they effectively have less cash to invest in platforms they provide to customers.

IRAmarket Teams With Wealth Management Systems

The new features are powered by Wealth Management Systems Inc. (WMSI), the leading provider of online rollover services to the financial services industry.

The Commercial Bank of Texas Converts to Wolters Kluwer Financial Services’ ComplianceOne Solution

The bank converted to ComplianceOne from Wolters Kluwer Financial Services’ ARTA Lending and Deposit documentation systems and is now one of nearly 1,300 financial institutions using the solution.

RBC releases money iPad app for kids

The app includes games that teach kids to recognize different coins, a read-along story book that teaches the value of earning and saving and a sticker book that can be filled with stickers purchased with reward points earned by playing the games.

Rule Financial expands North American operations with acquisition

The Group will be fully-absorbed into Rule Financial and will operate under the Rule Financial brand.

Facebook hires major banks to work on IPO

Last September, Facebook increased its credit line to US$2.5 billion.

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