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Broadridge Financial Solutions and DeltaConcept, a global provider of portfolio management solutions, have aligned to launch a Switzerland-based platform that provides front-to-back integrated solutions for private banks and asset managers.
August 26 -
UMB Financial Corp. is installing Advantage Fee software from Fiserv Inc. to streamline billing activities in its investment management units, Fiserv said.
August 25 -
Wall Street's M&A business for asset management companies will be fueled by strategic expansion purchases and corporate divestitures over the coming year, according to a new survey by Jefferies Putnam Lovell.
August 24 -
Fidelity Investments said its assets under management have grown 9% since the end of 2008 to $1.4 trillion and that combining assets administered, it oversees $2.8 trillion, up 9% in that time.
August 20 -
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Sometimes we seek out opportunities for change. Other times change is thrust upon us. Market conditions in the past 24 months have produced seismic shifts in the mutual fund industry, and several business drivers have emerged that will shape our industry's future. As asset managers, distributors, suppliers and others evaluate their next steps, these demands will drive strategies and shape new solutions.
August 3 -
Financial advisers have been going independent or switching wirehouses in record numbers since the economic crisis began at the end of 2007, and brokerages are scrambling for ways to get them and their loyal clients to come back.
August 3 -