02/06/2019
Personal Capital, a digital wealth management platform that competes with Betterment and Wealthfront, just announced a $50 million fundraising round, led by Canadian financial services firm IGM Financial.
02/06/2019
Apart from the new office, Spearhead also has a branch in Florida.
02/05/2019
The money deposited into a junior Isa, and any earnings made on the investments, will belong to the named child and cannot be accessed by a parent or guardian.
02/05/2019
Cutter also attributes the impressive research rankings to Nedbank Private Wealth's commitment to being highly attentive to its clients' needs and preferences, and its proven ability to identify industry and consumer trends and incorporate them
02/05/2019
The Zurich-based wealth manager has invested more than $1 billion in improving its technology since 2014.
02/05/2019
It’s making it easier for companies to interact directly with consumers and deliver their service more effectively.
02/01/2019
Negative takes on the technology abound, but digital advice could be revolutionary for people long ignored by financial institutions
02/01/2019
The platform is available to all 11,000 employees at 900 separate Raiffeisen sites throughout Switzerland.
02/01/2019
When an investor initiates a transaction, the advisor will be able to send a notification to the investor's mobile device to let them know that the request to move money is ready for approval.
01/31/2019
PivotData and Sol Hedge’s proprietary data transformation, normalization and load (ETL) processes and in-house compliance experience will provide clients with a reliable, cost-effective and timely regulatory reporting solution.
01/30/2019
It is expected that the market for Islamic banking software will grow further at a high rate beyond 2021
01/30/2019
The digital age brought in new non-bank players and partnerships, white labelling and co-creation.
01/29/2019
Thomas will lead WeInvest’s efforts to provide digital wealth solutions to financial institutions across Hong Kong, China, Taiwan, and South Korea.
01/27/2019
As we head into 2019, major broker dealers will continue to scrutinize the products on their platforms.
01/27/2019
Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.
01/24/2019
At the end of the day, the ultimate goal for investors — individual or institutional — is to maximize their returns.
01/24/2019
We are delighted to welcome STANLIB Ghana as a key strategic client to our growing Africa client base
01/22/2019
Commonly known for its success in the gaming world, virtual reality (VR) is increasingly being used to re-invigorate various industries
01/22/2019
Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals
01/22/2019
Robo-advice typically involves the use of algorithms to manage and allocate a client’s assets.