12/14/2018
IFP Chooses BNY Mellon's Albridge for Wealth Reporting
Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
Wealth & Asset Management
12/13/2018
Technology democratizes wealth management
Fintech opens many new opportunities for businesses to develop their range of services and tap into a broader client base, irrevocably democratizing wealth management
12/13/2018
UBS Said to Prepare Cloud Move to Secret Microsoft Data Centers
Banks in Switzerland, the world’s largest center for offshore wealth, are under pressure to cut costs as low interest rates and the dismantling of the nation’s banking secrecy squeeze profits.
12/12/2018
InvestCloud survey finds investment management industry falling short on digital offering
This survey shows that there is a clear need from both managers and investors alike not just for more digital adoption, but also for improving the overall quality of digital offerings.
12/12/2018
Mashreq Bank’s digital transformation journey continues, with Microsoft Modern Workplace solutions
As part of this phase of the journey, Mashreq has adopted Microsoft Surface devices and Microsoft 365 (Windows 10, Office 365 and Enterprise Mobility and Security) – a solution that brings together productivity and collaboration capabilities with de
12/12/2018
HNW Clients Want More Than 'Good' Service From Their Advisors
Ranked just as high by clients are trust and transparency.
12/12/2018
Swanest launches Risk & Return Scanner for financial media
The Risk Scanner is easy to include in the website of any financial media and is available in two versions: a white-label solution on a subscription basis, or a branded version with a revenue-sharing model.
12/10/2018
point launches FX solution for wealth managers
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/07/2018
RBC Wealth Management - U.S. launches Client Risk Prevention Division
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients
12/07/2018
Folio Rolls Out Robo Platform for Advisors, Investors
The wealth management industry is experiencing a dramatic transformation.
12/06/2018
Avaloq Tackles Crypto Assets
Security and ease of use will be fundamental to the new solution
12/06/2018
Balancing the ‘digital’ and ‘human’ in the wealth management sector by Penny Lovell
We realised that the financial services community, and more specifically, the wealth management remits, were lacking any form of platform or conversation space to explore important areas.
12/05/2018
Standard Chartered plans to invest more in digital channels
With a renewed focus on strengthening its digital banking platforms to provide clients with multiple and convenient alternate banking channels
12/04/2018
SS&C Advent takes two AFTA awards
Credit for the product’s success, as the AFTA judges agreed, is directly due to the project team
12/03/2018
Football stars give backing to new app
Messi, Neymar and Beckham sign up to latest player-backed media venture
12/03/2018
Salesforce’s Chicago expansion spreads the tech wealth
Salesforce’s deals come as many of San Francisco’s 20th century corporate titans are seeking cheaper homes.
12/02/2018
TheWall: Wealth Management: It is time to go digital
They are familiar with the multitude of financial technology (fintech) offerings in the market and would not want to review hundreds of paper documents and wait for an account to be opened manually.
11/30/2018
Global Wealth Management Platform Market 2018-2025 Broadridge, Temenos, Finantix, Objectway, Dorsum
Wealth Management Platform Market 2018-2025
11/30/2018
Robo-adviser posts £3.1m loss
The company's expenses more than doubled from £213,418 to £472,832 in the 12 months to the end of May.
11/29/2018
Digitalization Is Reshaping Wealth Management - RESEARCH
In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play