Page 19 - Aite Group News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Real-Time Interfirm A2A Transfers: Coming Soon To A Financial Institution Near You - Payment Process Lags Are Frustrating To U.S. Consumers Who Make Interfirm A2A Transfers: Aite Group Date 25/05/2021 U.S. consumers have been adopting digital financial services at a rapid pace, especially millennials and Gen Zers. In spite of significant efficiency gains in financial services, critical legacy infrastructure, which many firms continue to rely on, limits firms’ ability to deliver true real-time service. Once accounts are opened, it can take four or more business days for funds to appear,...

Service Objects Announces Significant Enhancements to Lead Validation - International to Quickly Identify Fraudulent Contact Data Share Article Service Objects Account fraud and identity theft have shown unprecedented levels of growth over the past year, and Lead Validation - International is engineered to help businesses take back control over their incoming leads.– Geoff Grow, Founder and CEO SANTA BARBARA, Calif. (PRWEB) May 19, 2021 Service Objects, the leading provider of real-time global contact validation solutions, an...

The custodian has sought to streamline the often 'archaic and onerous' process of onboarding advisors and clients. The custodian TradePMR announced availability Wednesday of an improved digital account transfer tool to be used by registered investment advisors and breakaway brokers when transitioning. The new tool, part of TradePMR's Fusion platform, is meant to streamline the often clunky, error-prone, and time-consuming process that advisors and clients experience when moving from one custodian to another or when leaving one brokerage for a new one. According to the firm, advisors can...

Goldman’s Brand Could Be Its Biggest Benefit—or Achilles’ Heel—in Attracting RIAs Goldman Sachs has been quietly building RIA custodial services behind the scenes, with big-name hires and plenty of resources; but can it overcome its Wall Street heritage to appeal to independent advisors? Last May, Goldman Sachs announced its acquisition of Folio Financial’s clearing and custody technology, and since then the Wall Street firm has been quietly building out a custody offering for registered investment advisors, poaching top executives from some of the largest RIA custodians in...

Riskalyze Launches 'The Risk Wars,' But Backtracks On Naming Names Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms' vie for more space in front of advisors, analysts say there may be more bumpy roads ahead. Forceful advocacy and strong opinions are no strangers in the world of wealth management, but rarely do those differences spill into public view. That changed on Tuesday as Riskalyze launched a marketing campaign targeting its competitors, by name, while accusing them of flawed methodologies that could prompt fiduciary liabilities on...