01/11/2017
Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management
Morgan Stanley has a strong track record of using technology to achieve industry-leading client service.
01/11/2017
Morgan Stanley has a strong track record of using technology to achieve industry-leading client service.
01/11/2017
The dynamic and scalable architecture enables server-based calculations that are consistent across all user instances and faster processing.
01/11/2017
The technology will generate some 50 million jobs over the next decade
01/11/2017
A client would be looked at as a plan participant, or as an IRA rollover.
01/10/2017
Wealthfront and Betterment were named the Best Online Advisors in the ranking, for their low account minimums, user-friendly interfaces and innovative features, NerdWallet says.
01/10/2017
First Circle CEO Patrick Lynch said the partnership with Acudeen expands opportunities for thousands of Philippine SMEs to expand their business.
01/10/2017
Leading Orange County Private Equity Fund Completes Second Acquisition in Thirty Days.
01/10/2017
BNP Paribas Wealth Management reveals its new Client Experience co-created with Clients and Fintechs.
01/09/2017
Mubadala said to consider investing in SoftBank fund
01/09/2017
British tech deals hit a record high in 2016
01/09/2017
Almost 15% of Financial Tech Consumers in China Accessed Online Loans
01/09/2017
It is understood Virgin Money evaluated traditional software vendors such as Temenos and Fiserv.
01/06/2017
These fintech firms, as they are called, do not resemble traditional banks and brokerages and do not fit neatly into existing regulations.
01/06/2017
The latest investment follows an initial £40 million by the bank in Funding Circle in 2014.
01/05/2017
All of the infrastructure and data and ownership of assets will remain with ME, and they will provide a managed service for that infrastructure.
01/05/2017
IT isn’t the only department experiencing a shift due to a digital transformation.
01/05/2017
Using an extensive compensation database, PayScale examined the characteristics of some of the largest and best known tech companies.
01/05/2017
Zipline has just raised $25 million to expand the service to other countries
01/04/2017
Probably the biggest trend will be the continued democratization of data.
01/03/2017
FinTechs too are interested in entering into relationships with traditional players, eyeing their large capital, and client books, as key to rapid scalability.