01/29/2015
They compete in the US and around the world in the wealth, investment, asset, portfolio and fund management software space. It is understood that Advent was pondering a sale in 2013, but changed its mind following a strategic review, having
01/27/2015
This initiative targets to swiftly address the significant cost pressures, inefficiencies, lack of open standards and transparency that plague private banks and wealth management firms when sourcing, quoting and transacting wealth investment products sinc
01/27/2015
FATCA TRAC now serves clients across all the major regions including Europe, the Middle East and Africa, Asia, Australasia and North America,
01/26/2015
Most recently he was the Senior Global Technology & Operations Auditor for Deutsche Bank Singapore, with regional responsibility and coordination of Private Wealth & Asset Management (AWM) and Private Business Clients (PBC) in Asia.
01/21/2015
He has more than 25 years of experience in the development, sales, implementation and support of software solutions for the financial services industry.
12/31/2014
AdvisorHUB, a year-old gossip and news Web site for the brokerage industry, has become such a part of brokers’ daily reading routine that some call it the “New York Post of financial news.”