05/09/2017
SS&C Releases First Round of 2017 Product Upgrades
While we see other firms lagging behind on product investments, we are increasing the pace of innovation in our core solutions
05/09/2017
While we see other firms lagging behind on product investments, we are increasing the pace of innovation in our core solutions
05/09/2017
“Regulators are now more prescriptive about compliance requirements, urging financial firms to measure and report liquidity risk in a systematic way across their firm,”
05/08/2017
Financial advisers will need to develop new skills as the profession continues to evolve
05/07/2017
Private banks and wealth managers are increasing their spending on technology at an unprecedented scale and speed.
05/05/2017
InvestCloud delivers these apps in a hyper-modular fashion using its patented Programs Writing Programs (PWP) technology.
05/04/2017
62 percent of survey respondents cite governance and controls as why LPs would select a GP
05/03/2017
Assets in robotics-focused funds have leaped - but some analysts say the fever could be just a fad
05/02/2017
Morningstar panelists agreed that improvements for customers aren’t evident yet.
05/02/2017
"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."
05/02/2017
The deeper I went, the more overwhelming my discoveries of how shockingly inept, obsolete, and out of touch the industry is.
05/01/2017
Wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.
05/01/2017
Wealth management fintech solutions also seeing far less investment than products for other banking applications.
05/01/2017
Chin said although technology has allowed Credit Suisse to cut back and middle office staff, headcount has remained flat
04/29/2017
As a wealth manager, we develop very close relationships with our clients
04/28/2017
These systems started to emerge early this decade, but they are still a niche activity.
04/27/2017
The expansion of third-party model provider offerings, which include a range of ETF and mutual fund portfolios
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
In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine
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.