08/12/2012
Parmenion pilots wealth management ‘toolkit’
New toolkit includes white label documents that can be branded with an advisers logo and includes portfolio-building guides.
08/12/2012
New toolkit includes white label documents that can be branded with an advisers logo and includes portfolio-building guides.
08/12/2012
The service, which is established in the US, includes business ‘health checks’, presentations from Pershing executives and external speakers, group discussions and information on new Pershing services.
08/09/2012
Adjusted diluted earnings per share (a non-GAAP measure defined in note 4 to the attached Condensed Consolidated Financial Information) in the second quarter of 2012 was $0.33 per share compared to $0.26 per share in the second quarter of 2011, an increas
08/08/2012
Alior Bank’s traders will use Valdi’s trading tools for managing their WSE order flow, including Valdi Selector for risk management and Valdi Program Trader for basket trading and index arbitrage capabilities.
08/07/2012
The contract extension means that GWS will continue to power HSBC's UK Private Banking offering for three additional years.
08/07/2012
GBST has tied up with Fidelity Worldwide Investment to provide administration and registration through its Composer platform.
08/07/2012
A new breed of young, wealthy and technology-literate individuals now expect to do business on their mobile devices – including managing their money.
08/06/2012
Madrid's extended shutdown comes as global regulators pursue efforts to prevent even small technical problems disrupting broader markets following a succession of problems that have dented investor confidence.
08/05/2012
Banks are using computer systems that are “unfit for purpose” and as a result have little idea what is going on inside their own businesses, according to a new in-depth report on the technological problems facing the industry.
08/05/2012
Waters Magazine Readers Choose Advent for Fourth Consecutive Year
08/01/2012
SunGard’s Adaptiv provides risk management, risk-based pricing and analytics solutions that help financial services firms of all sizes around the world solve and manage regulations.
07/31/2012
Can someone please tell us what the point of Corporate Compliance Officers are?
07/30/2012
The market commentary includes access to videos and webcasts. Users of the app can tailor a "favourites page" with more specific content.
07/30/2012
Large Financial Institution Streamlines Investor Document Processing and Enhances Compliance
07/29/2012
He joins the company from Citi Group
07/26/2012
The banking industry's reputation plunged to a new low last night after a more than a million Nationwide and RBS customers were victims of a fresh wave of technical foul-ups.
07/25/2012
Whitney Bank is the Louisiana and Texas banking entity of Hancock Holding Company (Nasdaq: HBHC), a financial services company headquartered in Gulfport, Mississippi. Hancock Holding Company is also the parent company of Hancock Bank, an AddVantage custom
07/25/2012
British banks will come under pressure from the City regulator to upgrade their dated IT systems following the failure that engulfed Royal Bank of Scotland a month ago.
07/24/2012
“Regulatory Filings Manager is a natural extension of our enterprise-tested data management tools,” says Phil Christianson, product manager for ConvergEx’s Eze Castle Software.
07/23/2012
Functionally the solution covers comprehensive CRM, workflow and document management, as well as providing an electronic advice centre containing a suite of advice tools, an attitude to risk and asset allocation tool, several planning calculators, quotes