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.
04/28/2017
Global management company Accenture provides professional services to its clients through consultancy, strategy and technology
04/28/2017
“As a wealth manager, we develop very close relationships with our clients, and this proximity enables us to bring a comprehensive approach to their life that goes beyond just finance,” explains Sofia Merlo, Co-CEO of BNP Paribas Wealth Manag
04/27/2017
It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.
04/27/2017
The virtual gold is backed by physical gold
04/27/2017
Azure’s compliance portfolio also means that USB can move to the cloud safe in the knowledge that it is meeting current compliance requirements, as well as having the ability to plan for future regulations.
04/27/2017
Platforms are great if you’re not investing very large amounts
04/27/2017
TrickBot is sharpening its focus on business banking, too, adding some rare finds to its more usual hit list.
04/27/2017
Q1 GAAP revenue $407.7 million, Fully Diluted GAAP Earnings Per Share $0.23, Adjusted revenue $409.5 million, Adjusted Diluted Earnings Per Share $0.44
04/26/2017
Consumers are comfortable living digitally and want to manage all aspects of their financial lives online.
04/26/2017
Investment performance is an area with significant relevance in this respect.
04/25/2017
Rise of the robot fund manager
The app will be launched in Thailand once the company wins permission from the Securities and Exchange Commission.
04/25/2017
The Challenger Bank Battlefield
This challenger banking marketplace, however, is increasingly becoming crowded, bringing with it opportunities and challenges for all players involved.
04/25/2017
It also shouldn't be something a company asks their customers to do, at least not if they have a solid security culture.
04/24/2017
Salaries are less of a concern to those who aim to be agents of disruption
04/24/2017
GP Bullhound identified promising businesses in the alternative lending space, data analytics, digital banking, insurance, and asset management.
04/23/2017
For a growing number of fund administrators, digitalisation is helping to offset the challenges of competition, cost and compliance.