• Asset Management

      • First National Nebraska Selects AdviceAmerica's LifeVision Wealth Planning Applications for Online Customers; ADP and Finaplex Partner to Offer Wealth Management Solution; Aspect Capital Selects Advent's Geneva; Inverness Counsel Selects Indata I.M.S. for Front-to-Back Office Solution
      • Archipelago Holdings Selects Movaris for SOX Compliance; FIS Wealth Management Improves Compliance With Aggregated Client Data; Greenwich Technology and Relational Security Partner to Offer Solution for Third-Party Security Audits
      • Survey Says Investors Want Same Rules for Advisers and Brokers; CIS Selects DSTi for Risk Management, Trade Order Management and Performance Measurement; Brinker Capital Helps Advisers Raise Awareness of Separately Managed Accounts; Bailey Coates Asset Management Selects Cogency Alternative Investment
      • Investmaster Partners With Fyntel; Julius Baer Selects SimCorp Asset Management Platform; Fiji National Provident Fund Live on DSTi's HiPortfolio 3; Kayne Anderson Capital Advisors Implements Cogency Alternative Investment Platform
      • Imagine you are the CIO of a financial-services company that is merging with a competitor. After some investigation, you uncover an inventory of thousands of homegrown applications.
      • Services-oriented architectures are being embraced by business-technology specialists charged with creating more efficient IT infrastructures.
      • Northern Trust Deploys FMC's Global FIA Model; JP Morgan Investor Services Goes Live on HiPortfolio/3; InvestEdge Partners With Access Data; CheckFree APL Becomes CheckFree EPL, a Web-based Offering
      • AssetMark Partners With New Frontier Advisors; Merrill Lynch Launches Customized Investment Management Service for Concentrated Stock Positions; PFPC Offers Health Savings Account Services; TradingScreen Targets Asset Managers With TradeSmart Upgrade
      • Raymond James Financial Moves 100k Portfolios to CheckFree APL; 303 Capital Partners Selects SunGard's Kiodex for Web-based Commodities Risk Management; CheckFree Investment Services to Provide Hedge Fund Data Through HedgeFund.net Agreement
      • Prisma Capital Selects Riskdata for Fund of Fund Risk Management; BB&T Signs With XcitekSolutionsPlus for Corporate Actions Automation; Schulman Appointed EVP at Advent; Strategies in Wealth Management Conference to Be Held Nov. 9

Thought Leaders

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