The survey conducted in Q2 2016, polled 100 insurance and asset management executives in accounting, finance operations, investments, and technology from around the globe. Participants were asked to respond to 28 questions on current challenges, concerns,
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
By digitizing the Client Lifecycle process, wealth firms can ensure compliance with multiple regulations, increase efficiencies, decrease operational costs