Wealth Management news from FierceFinanceIT
NewsBig integration challenge: Morgan Stanley and Smith Barney
When it comes to integrating big brokerage or wealth management firms, there's always a big elephant stalking the effort. The marketing issues, retention issues and all other issues are important,... Read more...
Wealth management technology spending to grow
Global wealth management technology spending by banks, brokerages and insurance companies fell 8 percent in 2009 to $1.5 billion, notes Celent. But that contraction will likely end this year--Celent... Read more...
The future of financial services according to IBM
Surveys serve as a legitimate marketing exercise at most companies. So what to make of the massive IBM survey of 2,754 people in the industry, 1,678 of whom were executives and public officials? It... Read more...
Fidelity bets on new web-based technology
Fidelity Investments just upped the stakes in its battle against industry leader Charles Schwab. Both of course would like to be the platform of choice for registered investment advisors--as would TD... Read more...
| Press ReleasesBBVA Compass Announces Strategic Alliance With Western National to Launch Branded AnnuityBBVA Compass Asset Builder Annuity cobranded with annuity market leaderBIRMINGHAM, Ala., Sept. 2 /PRNewswire/ -- BBVA Compass today announced the launch of the BBVA Compass Asset Builder Annuity, a Read more >> BNY Mellon Completes Purchase of I(3) Wealth Advisors of TorontoAcquisition Is Company's Wealth Management Entree to Canadian MarketNEW YORK and TORONTO, Sept. 1 /PRNewswire-FirstCall/ -- BNY Mellon, a leading global financial services company, has completed its Read more >> Envestnet Reports Second Quarter 2010 Financial ResultsCHICAGO--(BUSINESS WIRE)-- Envestnet, Inc. (NYSE: ENV), a leading independent provider of technology-enabled investment and practice management solutions to financial advisors, today reported Read more >> Research and Markets: Wealth Management in South Africa 2010 Sizes the Number of Affluent Individuals in South Africa fromDUBLIN--(BUSINESS WIRE)-- Research and Markets (http://www.researchandmarkets.com/research/d9e272/wealth_management) has announced the addition of the "Wealth Management in South Africa" report to Read more >> Fitch Affirms Morgan Stanley's IDRs at 'A/F1'; Downgrades Banking Subsidiaries' IDRs to Equal ParentNEW YORK--(BUSINESS WIRE)-- Fitch Ratings has affirmed the 'A/F1' long- and short-term Issuer Default Ratings (IDRs) for Morgan Stanley (MS). The IDRs of two MS banking subsidiaries have been Read more >> |
