11/03/2016
The Federal Council, a seven-member executive council essentially the country’s cabinet outlined its objectives geared to make Switzerland welcome the likes of bitcoin and blockchain-startups as a part of its wider drive to embrace the Fintech indus
11/03/2016
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,
11/03/2016
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
11/01/2016
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
10/31/2016
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.
10/27/2016
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
10/27/2016
By digitizing the Client Lifecycle process, wealth firms can ensure compliance with multiple regulations, increase efficiencies, decrease operational costs