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.”
12/31/2014
Today’s tech billionaires have a lot in common with a previous generation of capitalist titans—perhaps too much for their own good
12/28/2014
SWISS banking software outfit Avaloq is poised to double its headcount in Edinburgh over the coming year as it taps into the city’s “highly skilled” pool of computing graduates.
12/23/2014
Investec also suggests the deal would be able to provide a sufficient increase in scale
12/23/2014
Acquisition strengthens Objectway's wealth & investment management solutions and increases its expansion in the UK
12/18/2014
Vanare, a next-generation wealth management technology platform for investment advisors, announced today the acquisition of NestEgg Wealth to launch the first ever offering that completely integrates online wealth management with traditional wealth manage
12/18/2014
Why Evolving Malware Families Are Big Cause for Concern
12/18/2014
SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C's wealth management platform.
12/18/2014
Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced that PriceMetrix's proprietary database of fee and managed accounts history will be offered as part of Thomson Reuters Wealt
12/17/2014
Only private wealth-focused online platform to offer private equity peer group data from Burgiss
12/17/2014
MRM has won the UK account for the Wealth Platform of SEI, the global financial firm.
12/16/2014
At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions.
12/15/2014
Aberdeen Asset Management chief executive Martin Gilbert has met Google executives in a bid to better understand the technological challenges facing the fund industry
12/15/2014
FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.
12/11/2014
Ardan International was recently acquired by Rowan Dartington the independent wealth manager,
12/09/2014
Many Private Fund Managers Face Jan. 31 Deadline for Filing Year-End Reports
12/09/2014
It is gratifying to see the high level of engagement and collaboration on the platform, and we appreciate our clients for working so closely with us to evolve our industry-leading solutions.”
12/09/2014
Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.
12/08/2014
UBS Group AG, facing the threat of competition from Google Inc. and Amazon.com Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank’s wealthy clients.
12/08/2014
This industry first takes advantage of the recent changes in Eurosystem rules that allow central banks to provide Eurosystem liquidity via a triparty platform.