05/10/2017
Trust Company adopts SEI Wealth Platform
We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.
05/09/2017
They therefore are targeting less wealthy client groups to keep the momentum going.
05/09/2017
I met with Tang this week to discuss his firm’s position as a financial innovator in an industry where firms lacking best practices have crashed and burned.
05/09/2017
Financial advisers need to have a strategy to deal with the advent of robo advisers
05/08/2017
This is in addition to the available baskets for the Swiss SMI 20, German DAX 30, MIB 40 and the Spanish IBEX 35 index.
05/08/2017
The core suite of products is used by nearly 4000 locally deployed and outsourced customers.
05/07/2017
Private banks and wealth managers are increasing their spending on technology at an unprecedented scale and speed.
05/05/2017
InvestCloud delivers these apps in a hyper-modular fashion using its patented Programs Writing Programs (PWP) technology.
05/05/2017
Bitcoin’s value will continually rise.
05/04/2017
The balloon ride helps users visualise their retirement future
05/04/2017
He started his banking career when he was only 16 years old, according to Wall Street Journal.
05/04/2017
Push to invest in promising companies at an earlier stage of development
05/02/2017
This could be the worst way to start an important conversation about financial technology, but stick with me, it gets more interesting.
05/02/2017
Morningstar panelists agreed that improvements for customers aren’t evident yet.
05/02/2017
"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."
05/02/2017
At Rise, Barclays co-creates new products, services and platforms along with our startup partners.
05/01/2017
Financial technology provider delivers next generation wealth technology platform to independent wealth management firm
Wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.
05/01/2017
Apple cash and cash equivalents are dispersed throughout both' short- and long-term securities
05/01/2017
Chin said although technology has allowed Credit Suisse to cut back and middle office staff, headcount has remained flat
04/28/2017
These systems started to emerge early this decade, but they are still a niche activity.