05/14/2018
The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.
05/11/2018
The partnership is a significant step for the US based market data provider which is looking to increase its European and MENA client base.
05/11/2018
Family Office Risk Management in the Digital World
Many family offices manage wealth equivalent to that of a small or mid-size business (SMB), and they face similar technology needs.
05/10/2018
Capital First focuses on special needs trusts—an area of growing interest for Pershing clients.
05/10/2018
Utilising cloud, banks gain a proven, secure and continuously supported infrastructure to manage their banking operations end-to-end, at any time, with 24/7 access, hassle-free.
05/08/2018
Morningstar Direct for Wealth Management addresses the challenges wealth management professionals face including organizational alignment, disparate technology solutions, and changes in the regulatory environment.
05/08/2018
This Voice Biometrics authentication system has already been introduced in multiple countries in the Asia Pacific region with a customer base of around 4.48 million people.
05/08/2018
In India, MoneyWare has obtained the top position in the Wealth & Asset Management space.
05/08/2018
"Like us, Macquarie cares about creating great experiences for its clients and is setting the standard for the rest of the industry to follow when it comes to open banking," Ridd said.
05/04/2018
Every tool within the solution automatically populates from this central CRM data, so administration is kept to an absolute minimum and the client experience is optimised through every service channel.
05/04/2018
New group works with wealth managers, family offices and boutiques to seize opportunities in a growing and competitive market
05/03/2018
The acquisition is subject to approval by the Finnish Financial Supervisory Authority.
05/02/2018
The company’s private cloud-based system reduces the technology costs for private banks and investment managers, while allowing for global scale in a highly secure environment.
05/02/2018
Strategic Relationship Significantly Enhances Advisor and Fund Manager Transaction Experience by Intelligently Digitizing Subscription Documents and Automating Manual Processes
05/01/2018
Billionaire entrepreneur says digital banking platforms, independent of banks, can reshape the global financial sector
04/30/2018
According to the study, these findings may help validate and streamline procedures in the developments of drugs, and even help explain a new theory for the universe.
04/30/2018
The bank says the new set up will be able to handle 90 percent of the cash and non-cash demands of traditional banking outlets.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
Ultra-rich individuals often employ a team of professional money managers to take care of their personal wealth through what’s called a family office.
04/27/2018
HBK, short for Hill, Barth & King, ranked No. 56 on Accounting Today’s 2018 of the Top 100 Firms, with $80 million in annual revenue, while K·Coe Issom ranked No. 69, with $64.55 million in annual revenue.