05/15/2017
The judging panel commented on the winning entry “Our winner has put a great deal of work into developing a user-friendly front office solution. Judges felt its focus on design and ease of use comes through very clearly.”
05/13/2017
The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017
05/12/2017
A handful of banks were onboarded in 2013/14.
05/12/2017
Fears grow over whether just four providers can handle the huge replatforming challenge
05/11/2017
Financial advisers need to have a strategy to deal with the advent of robo advisers
05/10/2017
ANZ Wealth head of life insurance, Gerard Kerr, says these enhancements will save advisers time when preparing quotes for OneCare.
05/10/2017
As a result, the firm quickly changed strategy to target the first-generation entrepreneurs, especially in the technology space.
05/10/2017
Customers who are leaving their current bank are clearly saying that they need more value from their banks: both in monetary and experiential terms.
05/10/2017
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
At the end of the day, it’s people that determine the success of a technology investment.
05/10/2017
Trust Company Adopts SEI Wealth Platform
We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.
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."