Managers of Wealth Americas

Orion hauls down nearly $2 billion of accounts from two Advent clients

Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.

Leading wealth management solutions firm changes hands

eXimius is a robust relationship-centric portfolio management, modeling and reporting platform

Canadian wealth manager to deploy asset allocation and risk management platform

WCPC is the first Canadian wealth manager to deploy the platform.

Centralized Position-Keeping to Drive Investment Performance

TabbFORUM sits down with SimCorp to address the importance of a single authoritative source of ‘truth’ to support the buy-side’s investment strategy

Royal Bank ranked best online banking site for 3rd year in a row

The survey ranked Canada's five biggest banks as the financial institutions with the best banking experiences.

Interactive Brokers Launches Electronic Marketplace for Advisors

The first fully electronic forum designed to connect Wealth Managers and Money Managers.

DST Global Solutions launches iPad App

The app, called 'DST IMS', is now available as a free download from the iTunes App Store.

ISACA Risk/Reward Barometer Highlights BYOD Phenomenon and the Blurring Perimeter

ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.

BNY Mellon Announces New Report Solutions for Asset Servicing Clients

Online, custom report templates cut time and effort to address regulatory reporting requirements

Fiserv and the Money Management Institute Partner on UMA Industry Research

In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industr

How Baker Tilly Successfully Approached Social Media

"Baker Tilly's social media policy was designed to strike a balance between encouraging employees to be brand ambassadors and to be good stewards of our firm, our clients, and our people."

Advent and IntraLinks join forces on Tamale RMS

The new interface offers enhanced information automation and saves multi-manager organizations time throughout the research and due diligence processes.

Boston-based Global Investment Firm Selects Equipos Coric

Equipos has announced that Coric has been selected by a leading Boston-based global investment firm in support of their commitment to deliver exceptional client service.

Advent Software expands in Canada with addition of Scotiatrust

Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio

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