04/29/2019
The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.
04/26/2019
Nutmeg has been appointed as investment adviser
04/25/2019
This means wealth managers will be freed up to focus on what really matters – client relationships and retention.
04/24/2019
“As fintech and client-friendly companies come into the banking space there’s been a rude awakening,” Carroll said.
04/24/2019
This is all achievable due to technology and it is this technology that those in the private client industry wish to exploit.
04/23/2019
Silicon Valley billionaires can make promises to give away fortunes to charity. Why can’t the rest of us?
04/22/2019
Enterprise Risk Management Software Market Report includes a comprehensive analysis of the present market. The report starts with the basic Enterprise Risk Management Software Market overview and then goes into each and every detail.
04/17/2019
Innovative software development consulting firm will help service and deliver Envestnet's OpenENV API for Enterprise Clients
04/17/2019
avaloq.one aims to seamlessly connect leading fintechs and their solutions, to Avaloq’s global financial clients.
04/16/2019
Landmark Milestone Underscores Strength and Success of SEI's Global Wealth Management Solution
04/15/2019
For Beacon and its fellow investors to have put that much faith in a start-up speaks volumes for the proposition that Trawut has devised and created.
04/15/2019
The WealthTech sector is one of the fastest growing verticals of FinTech
04/12/2019
The $1.1 billion Bravura is more than eight times GBST's market cap.
04/12/2019
he people, the networking, the atmosphere, everything conjures to make up a great chance to meet and learn what level the state of art reached.
04/11/2019
The solution providers making the final list were recognized for their innovative use of technology to solve a significant industry problem or to generate cost savings or efficiency improvements across the investment value chain.
04/11/2019
The technological changes we’ve seen since then are simply staggering, from the evolution of the internet and the emergence of social media to smartphones and the rapidly increasing sophistication of AI, and have rendered that old wealth management
04/10/2019
There’s another compelling reason for processing data at the edge or in the fog: increased data security and user privacy protection.
04/10/2019
Dion announced their launch of the Wealth Intelligence platform in March 2018
04/09/2019
Moving away from the traditional model of static products and predefined portfolios, the company says each portfolio is tailored-made.
04/09/2019
The contract is part of an overall programme costing around GBP35 million