06/03/2019
Data-driven products and personalization in the retirement industry
With an array of data-driven insights and analytics solutions across the retirement plan ecosystem, SS&C helps clients improve customer insights
Wealth & Asset Management
06/03/2019
Swiss wealth manager launches WM app
Vontobel Volt clients can invest on the basis of Vontobel’s proven 3α Investment Philosophy
05/31/2019
HSBC brings Pepper the robot to Miami
Miami is an up and coming hub for innovation
05/30/2019
Fintech solutions step up to support wealth management sector
EY’s 2018 wealth report found that the global volume of net investable assets of high net worth individuals will increase by around 25 per cent to almost USD70 trillion by 2021.
05/30/2019
Objectway Ranks 1st in the IBS Global Sales League Table 2019
The Private Banking Systems category was particularly competitive with a higher number of participants and deal volume compared to last year’s Sales League Table.
05/30/2019
Iress launches software to target hybrid advice model
Up to 5.8 million people would be willing to pay for advice if it was cheaper
05/30/2019
Singapore Bank Sees Southeast Asia as a ‘Haven’ From the Trade War
Bank differs from rivals that are focusing on Hong Kong: CEO
05/30/2019
SSGA launches Australian market ETFs
The new suite of ETF model portfolios would be founded with an open architecture investment structure
05/30/2019
Arbuthnot Latham Announces 2019 Inspiring Innovator Award Finalists
Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.
05/30/2019
Financial services firms to build on fintech opportunities in Japan
There is room for improvement in terms of digital transformation in the world's third-largest economy.
05/29/2019
Inside HSBC’s digital hub with CTO Jack Bennie
HSBC Origination’s CTO and Global Head of Product adopt tech methods and re-invent the digital journey
05/29/2019
Robo-Advisors Started Fighting over the HNWI Market
High-net-worth individuals (HNWIs) are still keeping their millions away from startups, as these involve risk.
05/29/2019
Why first-time investors find the simplicity of the Groww app refreshing in the crowded wealth management app market
Despite heavy competition in the wealth management space, Groww has been able to differentiate itself and maintain an impressive growth trajectory.
05/28/2019
Israel: Investment Opportunities For HNWIS In Israel's Hi-Tech Ecosystem
Venture capitalists investing in Israeli hi-tech include a wide variety of funds
05/28/2019
Why having an internet presence can bring high-net worth business to brokers
Brokers need to make sure their online presence is found easily
05/27/2019
Dion CFO Gopala Subramanium named “Fintech CFO of the Year 2019”
The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work, distinguishing them from their competitors and proving them worthy of recognition.
05/24/2019
Robo-adviser raises £59m from Allianz
This investment underlines our commitment to truly digital companies and is an excellent addition to our portfolio.
05/24/2019
SEI Partners with Vested EMEA to Elevate European Profile
Both firms are committed to rigour and efficiency in the workplace
05/23/2019
JHC announces digital partnership with Jarvis Investment Management
Jarvis provides stockbroker execution services, and has been in partnership with JHC for over 20 years.
05/22/2019
Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies
The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.