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
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
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.
04/26/2017
This is a serious concern for banks
04/26/2017
Investment performance is an area with significant relevance in this respect.
04/25/2017
The investment services provider landscape itself has significantly evolved.
04/25/2017
The app will be launched in Thailand once the company wins permission from the Securities and Exchange Commission.
04/23/2017
Canada's big banks have been ramping up their investments in technology in the face of competition from low-cost robo-advisers and other technology providers.
04/21/2017
Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.
04/20/2017
11 reasons stopping Wealth Managers from going digital …
04/20/2017
The new platform aligns with the organisation’s objectives, making its infrastructure robust and scalable.