The Black Diamond Wealth Platform is readying new integration options to the advisory platforms of custodian providers TD Ameritrade, Schwab, Fidelity and Pershing in an effort to ease the operational burden on investment advisors that need to streamline account openings and automate document delivery, officials say. Developers supporting the wealth management platform from SS&C Technologies… Read More >>
Caceis Fills U.K. Business Development Director Post
Caceis, an asset servicing banking group for institutional and corporate clients, has named Owain McNeill business development director for United Kingdom clients, officials say. McNeill reports to Annie Blouin, head of regional coverage for North America, U.K. and Ireland, according to a Caceis statement. McNeill, who will manage the teams in charge of U.K. sales activity, is “responsible… Read More >>
PIMCO’s Meyn: Better Recs Can Prevent Wrecks
Optimal reconciliation and exception management can catch early on many signs of fraud, rogue trading and other nightmares that have rocked the financial services industry in recent years and should be treated as such, says Cynthia Meyn, executive vice president of operations at Pacific Investment Management Co. (PIMCO), a bond investment giant based in Newport… Read More >>
