Managers of Wealth Fintech

HBKS buys stake in K·Coe Wealth

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.

How AI in Wealth Management Could Lead to Job Cuts

Changes in administrative functions will also transfer to compliance departments.

Schwab Intelligent Advisory™ Named Winner of a Celent 2018 Model Wealth Manager Award

Celent is a global research and advisory firm for the financial services industry.

Avaloq’s BPaaS solution chosen by Intesa Sanpaolo Private Bank Suisse

Intesa Sanpaolo Private Bank Suisse is the Lugano-based branch of the Fideuram - Intesa Sanpaolo Private Banking Group, the largest Italian private bank and the fourth biggest in the Euro zone. As at the end of 2017, the group had EUR214 billion in client

Taviq signs product distribution deal with Singapore's New Wealth

“TAVIQ SaaS solution is the result of a collaboration with distinguished academics in psychology research and practicing wealth managers and it took us more than a full calendar year to perfect the underlying scoring system mechanism."

Wealth management products make big leaps in digital sales readiness

Avoka commissioned a research team to trawl through each banking product listed on the websites of the 50 banks.

UBS aims for 25% increase in advisors at wealth center

UBS Advice Advantage, built in collaboration with tech developer SigFig over a roughly 18-month period, has a minimum investment of $10,000 and an advisory fee of 75 basis points.

CreditEase Wins Major Awards at LendIt Fintech USA 2018

LendIt Fintech conference is recognized as one of the largest global Fintech industry events that gathers industry leaders to explore the latest trends of financial technology

Openbank extends Temenos partnership with WealthSuite

Temenos’ WealthSuite allows for a significantly enhanced client engagement through advisors or self-service digital execution.

Geneos Wealth Management Inc. Joins cleverDome Inc.

Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats

SS&C completes acquisition of DST

We are pleased to move forward as one company following the combination of two highly complementary market leaders,” said Bill Stone, Chairman and Chief Executive Officer of SS&C.

LGT taps Appway to digitalise client lifecycle management

The vendor said that its platform will support internal collaboration across the bank’s various units by orchestrating its systems and applications, including the Avaloq core platform.

Hedge funds increased their bets against Facebook before Zuckerberg testimony

IHS Markit forecasts short interest in Facebook to have totaled 29.2 million shares on Friday, up from 25.9 million in mid-March.

AI is About to Hit the Wealth Management Industry

Even securities selection itself is having AI applied to it through a number of techniques that all harvest big data on stocks.

Bankorus Expands Its Wealth Management Blockchain Offering

Bankorus is led by CEO Greg Van den Bergh, the creator of the first robo-advisor in China

Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application

Award recognizes the caliber of the Tamarac portfolio management solution for second straight year

HSBC spends US$2.3b on digital platforms, AI and new technology to reach tech savvy customers

Bank has also teamed up with WeChat to communicate with clients on messaging app

swiss private bank rolls out digital advice platform in the US

Combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities

Temenos Faces Takeover Battle

A problem that already is weighing on the stock of the Geneva-based company.

The Fintech Files: The robo-adviser of robo-advisers

Deak, who was the brains behind the launch of peer-to-peer lending aggregator Off3r, is rolling out a new online service that he claims will bring web-based investment to the masses and “battle the bias and bullshit that has dogged the investment se

Wealth & Asset Management