12/18/2019
The Wealth Management Firm of 2025 will boost front office productivity
The majority of the day will be spent on building relationships, which should help with raising referral rates.
Wealth & Asset Management
12/17/2019
YieldStreet Enters Retirement Industry with Acquisition of WealthFlex
The acquisition is YieldStreet’s first in the retirement sector as it seeks to disrupt the $27.1 trillion Retirement Market (1)
12/17/2019
LV-backed fintech firm Wealth Wizards seeks £30m to fund expansion
Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.
12/17/2019
Robo-adviser seeks £30m to expand advice arm
LV invested in the Leamington Spa-based company in 2015.
12/16/2019
Revealed: Top 10 countries leading the race of quantum computing technology
Canada is planning to invest $1 billion in quantum computing technology research.
12/16/2019
Digital Assets Focused SEBA Bank Says it is Now Onboarding Clients from 10 Jurisdictions Including Singapore and the UK
SEBA Bank is offering a range of services in the areas of asset management, trading, custody, and financing.
12/13/2019
Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”
This largely has to do with the Chinese peer to peer lending industry which once was the largest sector of Fintech in the world but has collapsed in spectacular fashion.
12/13/2019
Digital economy to bring rise to 21st-century unions
“As technology increasingly changes the world of work, there are signs of a number of converging trends that will make unions more relevant, powerful and visible,” explains Jack Orlik, researcher at Nesta.
12/12/2019
Know How Wealth Management Software Market is demanded globally by Misys, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight
It also points out ways in which these companies can reinforce their stand in the market and increase their revenues in the coming years.
12/12/2019
MyState launches new managed fund platform
TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions
12/11/2019
Killik & Co chooses CREALOGIX
The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.
12/11/2019
Digital Banking Market Size, Trends, Drivers, Restraints
This report presents a comprehensive overview, market shares and growth opportunities of market by product type, application, key companies and key regions.
12/11/2019
SS&C Technologies: Strong Cash-Generating Business With A Solid Moat
Ultimately, we believe that all these will allow SS&C to extend its solid run through its strengthened moat.
12/11/2019
Swiss Robo Advisor True Wealth Goes Austria
The solution is operated as Software as a Service by True Wealth AG.
12/11/2019
Invesco Expands Digital Wealth Business
Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities
12/11/2019
Invesco Expands Digital Wealth Business
Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities
12/10/2019
5 benefits of RegTech in transforming compliance into growth opportunities
This is not surprising when one considers that Fintech is attracting significant investment.
12/10/2019
DBS Wealth Management expands strategic partnership with Avaloq to enhance client experience
The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans
12/10/2019
Last of China's «Top 6» Opens Wealth Management Unit
Digitization has brought a whole new experience to customers and changed their habits
12/10/2019
Nucoro launches wealth management offering for Swiss insurance broker
Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”