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CEO of Blockchain Vendor Digital Asset Steps Down

December 21, 2018 by FTF News

CEO of Blockchain Vendor Digital Asset Steps Down

Digital Asset Board Chairman to Be Acting CEO Digital Asset, a provider of distributed ledger technology (DLT), reports that Blythe Masters, the company’s CEO since 2015, will step down, for unspecified personal reasons. AG Gangadhar, who joined the company’s board of directors in April of this year, has been named board chairman and will serve… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Industry News, Operational Risk, Ops Automation, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), FinTech Trends, Back-Office, Blockchain/DLT, Standards, Industry News, People Moves Tagged With: automation, Billing & Revenue Management, blythe masters, BNY Mellon's Albridge, Cinnober, clearing systems, cloud-based system, Digital Asset, DLT, DTCC, Federal Home Loan Bank of NY, Fiserv, government relations, Independent Financial Partners, invoice transactions, Larry Thompson, Pershing, regulatory relations, Vaultex Exchange

Executives Need to Drive Diversity at Firms: Q&A

August 14, 2018 by Eugene Grygo

Executives Need to Drive Diversity at Firms: Q&A

(Cheryl Nash, president of Fiserv Investment Services, is the recipient of the Editor’s Choice Award for 2018, a top honor of the FTF News Technology Innovation Awards. This interview is a follow-up to a Q&A done in the spring when Nash gave the closing keynote address at the ISITC 24th Annual Securities Operations Summit. Nash… Read More >>

Filed Under: Securities Operations, Industry News, Operational Risk, Ops Automation, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), FinTech Trends, Back-Office, Standards, Opinion, Q&As, KYC Tagged With: Cheryl Nash, Editor's Choice Award, financial services, Fiserv, FTF Awards 2018, FTF News Technology Innovation Awards 2018, Q&A

Change Management Can Help Uproot Manual Systems

April 17, 2018 by Eugene Grygo

Change Management Can Help Uproot Manual Systems

(Cheryl Nash, president of Fiserv Investment Services, gave the closing keynote address last month at the ISITC 24th Annual Securities Operations Summit, and her talk focused on the inevitability of change. Nash has been serving in her current post for more than six years, and her expertise includes the development of “multiple strategy portfolios, known… Read More >>

Filed Under: Securities Operations, Data Management, Middle-Office, Ops Automation, Governance, FinTech Trends, Back-Office, Blockchain/DLT, Integration, Standards, Q&As, Regulation & Compliance, Regulatory Compliance, Regulatory Reporting Tagged With: application programming interface, blockchain/DLT, Cheryl Nash, emerging technologies, financial services, Fiserv, ISITC, regulatory reform

RIA to Use Fiserv’s Portfolio Accounting & Trading System

June 20, 2017 by Eugene Grygo

Capital Wealth Planning to Deploy Fiserv Platform  Capital Wealth Planning, a registered investment advisor (RIA), will be deploying the Unified Wealth Platform from Fiserv for portfolio accounting and trading in order to supports its growth path. The firm, based in Naples, Fla., chose the Fiserv to help it “achieve greater productivity and efficiency in our… Read More >>

Filed Under: Securities Operations, Buy-Side, Industry News, Ops Automation, Reconciliation & Exceptions, FinTech Trends, Performance Measurement, Regulation & Compliance, Regulatory Reporting Tagged With: Capital Wealth Planning, cloud computing, Deloitte, Finastra, Fiserv, IBM, IHS Markit, MiFID II

Four Women Nominated for Top Ops Prize of FTF Awards

March 2, 2017 by Eugene Grygo

Four women have made the list of nominees for the Ops Business Person of the Year category of the 2017 FTF News Technology Innovation Awards, reports Financial Technologies Forum (FTF), owner of online news service FTF News and FTF Focus magazine. In addition, FTF reports that it has finalized the list of nominees and has… Read More >>

Filed Under: Securities Operations, General Interest, Diversity, Equity, and Inclusion (DEI), FinTech Trends, Industry News Tagged With: Artivest, Ash Brokerage, BNY Mellon, Broadridge Financial Solutions, Charlie Marchesani, Cheryl Nash, Cinnobar Financial Technology, DTCC, Faisal Husain, fintech, FinTech Person of the Year, Fiserv, FTF awards, FTF Focus magazine, FTF News Technology Innovation Awards, InvestCloud, James Waldinger, John Wise, Ops Business Person of the Year, Paula Arthus, Securities Operations, Sheryl Brown, Susan Vismor, Synechron, Veronica Augustsson, Vijay Mayadas

Fiserv’s Unified Wealth Platform Embraces the Robot

February 9, 2017 by Eugene Grygo

(Editor’s note: A provider of an array of financial technology solutions, Fiserv is partnering with Marstone, a New York-based digital advisory firm, to provide the Powered by Marstone suite of digital investment advice solutions. The suite will be offered via Fiserv’s Wealth Management Network. FTF News was lucky to get time with Cheryl Nash, president… Read More >>

Filed Under: Securities Operations, Buy-Side, Middle-Office, FinTech Trends, Back-Office, Opinion, Q&As Tagged With: artificial intelligence (AI), Cheryl Nash, digital technology, Fiserv, Marstone, robo-advisor, wealth management

State Street Fills Key SSGA and APAC Posts

November 4, 2016 by Louis Chunovic

State Street Fills Key SSGA and APAC Posts

SSGA Appoints U.K. Head of SPDR ETF Business State Street Global Advisors (SSGA), the asset management business of State Street Corporation, reports the appointment of Claire Perryman as head of its SPDR exchange traded funds (ETF) business in the United Kingdom. Perryman will be based in London and report to Rory Tobin, co-head of the… Read More >>

Filed Under: Industry News, People Moves Tagged With: DTCC, Fiserv, State Street Corp., State Street Global Advisors (SSGA)

SEC Fills Key Post for Enforcement Division

October 24, 2016 by Louis Chunovic

SEC Appoints Associate Director for SEC Division Melissa Hodgman has been named associate director in the SEC’s enforcement division, succeeding Stephen L. Cohen, who left in June, the SEC reports. Hodgman began in the division in 2008 as a staff attorney, according to a statement, which notes also that she joined the market abuse unit… Read More >>

Filed Under: Industry News, People Moves Tagged With: Board of Environmental Commodity Markets Specialist, CalSTRS, Devin McGranahan, Donald H. Putnam, Ed Derman, Fiserv, Grant Boyken, Jack Klinck, Lawrence E. Leibowitz, McGranahan Group, Melissa Hodgman, Nyse, Rahul Gupta, SEC, Stephen L. Cohen

Rabobank, D&H Complete Blockchain Proof-of-Concept Project

October 4, 2016 by Eugene Grygo

The  Project’s Success Bodes Well for Other DLT Applications    DH Corp., a provider of technology solutions to financial institutions globally, and Dutch bank Rabobank announced that they have successfully completed a proof of concept for blockchain/distributed ledger technology (DLT) that supports D+H’s payments services hub, and paves the way for other applications of DLT…. Read More >>

Filed Under: Securities Operations, Buy-Side, Industry News, Reconciliation & Exceptions, Risk Management, Settlement, FinTech Trends, Back-Office, Blockchain/DLT Tagged With: blockchain, D+H, distributed ledger technology (DLT), enepath, Fiserv, Linedata, payments, Rabobank, reconciliation, software-as-a-service (SaaS), turrets

RNC Genter Deploys Single-Point Access to Fiserv Network

September 13, 2016 by Eugene Grygo

Firm to Use Fiserv’s Asset Manager Connect Asset manager RNC Genter Capital Management is using Asset Manager Connect from Fiserv to “increase access to managed account sponsors and grow their client base,” officials say. The Asset Manager Connect links lets firms easily communicate with managed-account sponsors across the Wealth Management Network from Fiserv, officials say…. Read More >>

Filed Under: FTF Bull Run Blog, Derivatives Operations, Securities Operations, Buy-Side, Data Management, Ops Automation, Reconciliation & Exceptions, FinTech Trends, Regulation & Compliance, Derivatives, Regulatory Compliance Tagged With: Asset Manager Connect, Babson Capital, Barings Corporate Investors, CFTC, data aggregation, data management, Fiserv, reconciliation, registered investment advisor, RNC Genter Capital Management, Separately Managed Accounts, wealth management

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