Managers of Wealth Fintech

Learning from Failure by Russ Kliman, Global Leader, SEI

First and foremost, to be successful you need to be open to the fact that the way you see things

2 Steps to Tap into the Power of Empathy by Allie Carey MD, Front Office Product, SEI

Empathy comes naturally to some, but is a little tougher for others.

What advicetech trends can we expect to see in 2021? by Emily Chen, Iress

While consumer data rights legislation officially kicked off in July this year, it won’t be until next year we’ll begin to see some of the benefits of Open Banking.

Is it time for an agile Revolution in Financial Services?

Fintech is booming, and digital financial services (digital wealth, online insurance, online trading etc.) are an integral contributor to that boom.

Mauritius Africa FinTech Hub gears up for its 2nd year anniversary

MAFH has been joined by new members and partners in this journey, made new connections across the globe, and is looking forward to the next year with even more optimism.

Face of banking will not change outright even after a pandemic

Instead, it will be led by incremental tweaks, with innovation playing its part

Appetite for ESG accelerates during pandemic: Royal Bank of Canada survey

This trend was also evident when respondents were asked about the ability of ESG integrated portfolios to generate long-term sustainable alpha and to mitigate risk.

Survival of the fittest: Digital advice, the strategic cost - income play

COVID-19 flushes away traditional banking

Businesses urged to be vigilant against email scams

A business can also receive an e-mail informing them that their supplier has changed their bank account details.

Should Advisors Fear BofA’s New Digital Planning Tool?

Life Plan is a “mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.

Top tips for effective remote meetings

The anticipated shift is not limited to the balance of roles, but will also impact how salespeople across various roles interact with advisors.

7 Essential Components of Digital Transformation Success

Digital transformation requires a seismic shift in leadership focus and organizational culture.

‘Stay focused’ on China’s new tech ETFs even if you can’t invest yet, money manager says

These ETFs could be some of the first to access the highly anticipated Ant Group IPO

Lunar On How BaaS Can Unlock Access To New Financial Services

Banking is moving beyond the confines of traditional financial institutions (FIs), especially as corporates want more flexibility about using payments to monetize new flows. Easier said than done, says Morten Sønderskov, chief operating officer of

Financial institutions are set for a once in a generation change

For insurers and asset and wealth managers, the challenges are equally daunting.

Deep Dive: Why The Pandemic Is Pushing MENA Regulators To Upgrade Open Banking, Privacy Laws

The Dubai International Financial Centre ratified the original version of its Data Protection Law (DPL) in 2007, for example — about a year earlier than Europe’s official General Data Protection Regulation (GDPR) and first Payment Services Dir

What a cashless society will look like

Service providers are rolling out biometric and QR codes to ease the payment process quick

Southeast Asia as a Leader for Instant Cross-Border Payments

These transactions are for people or organizations who look for funds across territories.

Fintech firms look at smaller super funds

Kendall explained that many financial planners were using their own software to make decisions with regards to switching from investment A to investment B, a process that traditionally required additional paperwork.

Broadridge Research: Active Asset Managers Can Meet Rising Demand With New ESG Solutions

Changes in the makeup of the ESG market over the last five years have important implications for asset manager strategies.

Comment & Analysis