06/27/2018
Allowing personal insurance products to be delivered via roboadvice opens New Zealanders up to greater risk of having their claims rejected because of non-disclosure, a dispute resolution service says.
06/27/2018
The Yearly Review”, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.
06/26/2018
Wealth manager has bought a minority stake in New York-based fintech firm SmartAsset.
06/26/2018
Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.
06/25/2018
Rich lister Alex Waislitz's Thorney Investments has taken a significant stake in debt payment fintech start-up Credit Clear, ahead of a potential float in mid 2019.
06/25/2018
“LGIM has deep expertise in delivering diverse and innovative client solutions."
06/24/2018
The FT 1000 lists the companies in 31 European countries that have achieved the highest compound annual growth rate in revenue. Technology remains the best represented sector, contributing 155 companies to the list.
06/22/2018
The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.
06/22/2018
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
It also allows ShapeShift to operate without a banking license as a self-regulated organisation (SRO) in Switzerland
06/21/2018
Thirty-four of the 50 leading banks use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client's retail, high-net-worth, and institutional businesses.
06/21/2018
Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.
06/20/2018
"Our mission is to enable financial institutions transform themselves into providers of this service on a large scale. The additional funding allows us to fulfil this mission.”
06/20/2018
Regulatory changes and the emergence of digital entrants into the wealth management space have affected the industry in several ways. These - along with the business objective of expanding the potential client base through the provision of better and more
06/19/2018
Financial services software provider Bravura has made a number of updates to its wealth management platform Sonata.
06/18/2018
Last year, mobile phone operators handed Sh500 million in mobile money deposits whose owners were not found.
06/18/2018
“When it comes to sustainable funding, African tech hubs tend to focus on demand-driven service models that solve problems and support the specific needs of an ecosystem.”
06/15/2018
The expanded solution addresses a key demand by Australian boutique fund managers – the ability to leverage proven platforms and fully service the Australian fund management sector.
06/14/2018
Younger customers demand different services, funds and approach than their wealthy parents
06/14/2018
The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.