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Unigestion joins MFEX platform

Tue, 22/08/2017 - 10:15

Unigestion, a boutique asset manager that focuses on providing its clients with risk-managed investment solutions, has expanded its fund distribution network by joining the MFEX platform.  »

Stevie Conlon, Wolters Kluwer

Wolters Kluwer enhances Capital Changes 871M automated compliance tool

Mon, 21/08/2017 - 09:00

Wolters Kluwer has launched an enhanced version of its Capital Changes 871M Automated Compliance Tool. »

Martin Beaulieu, Altegris

Altegris partners with Artivest

Fri, 18/08/2017 - 09:02

Altegris, a provider of alternative investment strategies, has partnered with Artivest, a technology-driven alternative investments platform, to bring its investment capabilities to Registered Investment Advisers (RIAs), independent broker-dealers, family offices, private banks, and other financial advisors serving qualified high-net-worth investors. »

MPA and Pershing team with Securian to launch Securian One unified managed accounts

Wed, 16/08/2017 - 09:09

Managed Portfolio Advisors (MPA), a San Francisco-based affiliate of Natixis Global Asset Management, and BNY Mellon’s Pershing, have collaborated with Securian Financial Group to launch a Unified Managed Account program called Securian One. »

Bridges Trust Company and Bridges Investment Management partner with McCarthy Group

Tue, 15/08/2017 - 09:02

Bridges Trust Company and Bridges Investment Management, a registered investment advisor, have created a platform to provide multigenerational trust and wealth management services. »

LGT opts for Wolters Kluwer's OneSumX for Asian regulatory reporting and risk management

Wed, 09/08/2017 - 09:00

LGT, a leading international private banking and asset management group owned by the Princely House of Liechtenstein, has chosen Wolters Kluwer’s OneSumX to provide its regulatory reporting and risk software for its Asian operations. »

USA Financial Exchange adds additional asset managers to turnkey asset management program

Wed, 09/08/2017 - 09:00

USA Financial Exchange has added Horizon Investments and Flexible Plan Investments to the list of asset managers available on its turnkey asset management program (TAMP). »

Steve Georgala, Maitland

Maitland acquires R&H Fund Services Guernsey

Tue, 08/08/2017 - 09:35

Global advisory and fund administration fund Maitland is to acquire Guernsey-based Designated Manager, R&H Fund Services (Guernsey) Limited. »

Triad Advisers adds Claris Financial to broker-dealer and hybrid TIA custodial platforms

Fri, 04/08/2017 - 08:21

Triad Advisors, an independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, has added Claris Financial to its broker-dealer and hybrid RIA custodial platforms.  »

Clouds

Multi-cloud – a realistic solution for businesses today

Wed, 02/08/2017 - 15:51

By George Ralph, RFA – According to Microsoft and 451 Research, most organisations are working with four cloud vendors, at least. Many firms are utilising public cloud services from the biggies like Amazon and Microsoft, but also want, or need more discrete services to house some applications, and for these services, will opt for private clouds. Today’s firms want applications that bring them business benefits, and if they need to bring on board other cloud services to house them, or to cope with the workload, that’s what they do. Our customers want infrastructure that just works as it should. They don’t really care what or where it is, as long as it is safe, secure, redundant, compliant and flexible. »

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