05/01/2019
Empowering women is critical for the world’s economy and people
If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.
Wealth & Asset Management
05/01/2019
Hardly Anyone Is Too Poor to Share
A basic level of social protection is affordable nearly everywhere
05/01/2019
Is there a role for the branch in the digital world?
In the past few years several opinion surveys have come back with similar responses to this question. Americans surveyed say that they still want bank branches for when they have issues with the bank, or because they still frequent the bank for their ever
05/01/2019
Dublin fintech outfit snapped by Broadridge
Acquisition of Rockall Expands Capabilities and Advances Broadridge’s Wealth Franchise
04/30/2019
A Corporate Finance Approach To High-Net-Worth Individuals
These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll.
04/29/2019
Brooks Macdonald launches Decumulation – a new approach to retirement planning
The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.
04/26/2019
Robo-adviser expands into Asia in B2B partnership
Nutmeg has been appointed as investment adviser
04/25/2019
JHC transforms digital landscape for wealth managers
This means wealth managers will be freed up to focus on what really matters – client relationships and retention.
04/24/2019
Wealthfront’s new high-yield accounts bring in $1 billion in just a few months
“As fintech and client-friendly companies come into the banking space there’s been a rude awakening,” Carroll said.
04/24/2019
Connected Wealth Management
This is all achievable due to technology and it is this technology that those in the private client industry wish to exploit.
04/23/2019
How tech founders are trying to disrupt — and replicate — the Giving Pledge
Silicon Valley billionaires can make promises to give away fortunes to charity. Why can’t the rest of us?
04/22/2019
Enterprise Risk Management Software Market to Witness Huge Growth by 2025 with Key Players like IBM, Oracle, SAP, KPMG, Misys, Experian, Riskdata, and Fiserv
Enterprise Risk Management Software Market Report includes a comprehensive analysis of the present market. The report starts with the basic Enterprise Risk Management Software Market overview and then goes into each and every detail.
04/17/2019
Envestnet Selects INVENT for Systems Architecture and API Strategy Partnership
Innovative software development consulting firm will help service and deliver Envestnet's OpenENV API for Enterprise Clients
04/17/2019
Avaloq unveils fintech platform
avaloq.one aims to seamlessly connect leading fintechs and their solutions, to Avaloq’s global financial clients.
04/16/2019
SEI Welcomes 7,400 Advisor Clients to the SEI Wealth Platform
Landmark Milestone Underscores Strength and Success of SEI's Global Wealth Management Solution
04/15/2019
Wealthtech Platform Aims to Remove the Jitters for Wealthy Thai Investors
For Beacon and its fellow investors to have put that much faith in a start-up speaks volumes for the proposition that Trawut has devised and created.
04/15/2019
Objectway is one of the 100 World's Most Innovative
The WealthTech sector is one of the fastest growing verticals of FinTech
04/12/2019
Wealth management software firm circles competitor
The $1.1 billion Bravura is more than eight times GBST's market cap.
04/12/2019
Stay ahead of the game while doing digital in wealth management
he people, the networking, the atmosphere, everything conjures to make up a great chance to meet and learn what level the state of art reached.
04/11/2019
Prometeia among the tech pioneers recognized in inaugural WealthTech 100 list
The solution providers making the final list were recognized for their innovative use of technology to solve a significant industry problem or to generate cost savings or efficiency improvements across the investment value chain.