01/27/2019
How technology affects wealth management business value BY Steve Leivent, SS&C
Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.
01/27/2019
Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.
01/24/2019
At the end of the day, the ultimate goal for investors — individual or institutional — is to maximize their returns.
01/24/2019
We are delighted to welcome STANLIB Ghana as a key strategic client to our growing Africa client base
01/22/2019
Commonly known for its success in the gaming world, virtual reality (VR) is increasingly being used to re-invigorate various industries
01/22/2019
Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals
01/22/2019
Robo-advice typically involves the use of algorithms to manage and allocate a client’s assets.
01/20/2019
The Group strengthens the leadership in the asset management segment
01/18/2019
The firm’s new City of London office comes after the London team has already doubled in size over the past year and provides sufficient space for further growth.
01/17/2019
This is not your usual fintech. With over 1,300 staff located in 12 offices across eight countries, this ASX200 company saw its share price more than double in 2018.
01/16/2019
The 10 countries with the largest HNW populations grew in total by over 387,000 HNW individuals (up 2.4%) compared with 2017
01/15/2019
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/14/2019
All are key capabilities banks and players should have.
01/14/2019
Taurus-Protect has been compliant since day one with the most stringent Swiss and international regulations
01/14/2019
CreditEase Wealth Management is committed to becoming a long-term partner to our HNWs in terms of investment, quality of life, succession, education and philanthropy, and providing all-round services in all these areas.
01/11/2019
In previous years, traditional wealth managers across the globe had a widespread level of agreement that robo-advice would seize market share.
01/10/2019
The analyst is aware that IRESS is currently grappling with structural change in the investment management industry, including the loss of market share by active fund managers to passive and automated investment products.
01/10/2019
The fully-customizable platform is a trusted, flexible solution for financial institutions of all sizes and ensures a seamless online experience for end users.
01/09/2019
Customer service can be improved by better communications and management of the election / instruction processes, and potentially extended into the provision of proxy voting.
01/09/2019
Objectway has been working closely with Pershing since July 2017 to phase in all the required services.
01/09/2019
The acquisition will further strengthen Accentures ability to provide innovative services to clients in the private-banking and wealth-management space globally.