Managers of Wealth Fintech

The future of wealth management is hyper-personalisation, says Objectway survey

The paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management

Research report: Managing the client lifecycle

Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.

A&M Taxand 2021 Global Guide to M&A Tax

The past year also left the markets wondering whether a trade deal would ever be struck between the UK and the European Commission as the Brexit deadline loomed.

Financial Advisers under 45 want more from their tech stack

Shows that financial advisers under the age of 45 are more likely to work in firms that spend more on tech

Benchmark for Sustainable Banking - Research Report

The main barriers cited by banking executives to adopting sustainable behaviours varied across regions.

New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge

To address innovation, digitization and resiliency, firms are modernizing and better optimizing operations through flexible architecture, cloud-based applications and data-driven insights

M&A in tech, digital, media and marketing is bouncing back

Global M&A activity in technology, digital, media, and marketing bounced back in the first quarter of this year, passing pre-pandemic levels, according to a report by M&A advisory firm Ciesco.

SS&C GlobeOp Forward Redemption Indicator: April notifications 2.07%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds. Indicator data is based on actual investor redemption notifications received.

US Wealth Technology Landscape Report

The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.

US Wealth Technology Landscape Report by The Wealth Mosaic

Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States

BIS reports on Big Data and machine learning in central banking

The survey contains responses from 52 central banks from all regions of the world and examines how they define and use big data, as well as which opportunities and challenges they see.

Over half of retail investors undeterred by recent market volatility, according to new research

Polling conducted by cryptocurrency platform TotemFi reveals that the confidence of the majority of retail investors (54 per cent) has been unaffected by recent market volatility.

Bravura reports H1 decline

Wealth management software provider Bravura has seen a 54% decline in net profits after tax (NPAT) and 38% decline in earnings before interest, taxes, depreciation, and amortisation (EBITDA) in its H1 FY21 results.

WealthTech Views Report: Looking into 2021

The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.

Starling’s CTA: Tech culture key to client confidence

Starling predicts a “losing battle” for incumbent banks failing to adapt culturally

Model Portfolio Management: Striking the Balance Between Consistency and Customization

How can they reap the benefits of model portfolios that give them the necessary scale

Barclays data: 2020 highest ever year for scams

The use of fear and intimidation is a powerful tactic, making impersonation scams the most commonly recorded scam by volume (22 per cent) for Barclays in 2020.

8 tech trends to watch in 2021

Technology will first make some buzz before becoming the norm. Here are some of the trends we will likely see in 2021.

Digital Platforms to Accelerate Banks’ Growth

The year got people very apprehensive and disrupted a lot of things, in terms of our way of life as well as our business operations.

Traditional FIs Drive Modernization Through FinTech Pairings

A Toolbox report said Citi has already signed data access agreements to several startups and data aggregators that, through approval of joint customers, can access data of Citi accounts.