05/02/2018
Strategic Relationship Significantly Enhances Advisor and Fund Manager Transaction Experience by Intelligently Digitizing Subscription Documents and Automating Manual Processes
05/01/2018
Billionaire entrepreneur says digital banking platforms, independent of banks, can reshape the global financial sector
04/30/2018
According to the study, these findings may help validate and streamline procedures in the developments of drugs, and even help explain a new theory for the universe.
04/30/2018
The bank says the new set up will be able to handle 90 percent of the cash and non-cash demands of traditional banking outlets.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
Ultra-rich individuals often employ a team of professional money managers to take care of their personal wealth through what’s called a family office.
04/27/2018
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.
04/27/2018
Changes in administrative functions will also transfer to compliance departments.
04/25/2018
Celent is a global research and advisory firm for the financial services industry.
04/24/2018
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
04/23/2018
“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."
04/19/2018
Avoka commissioned a research team to trawl through each banking product listed on the websites of the 50 banks.
04/18/2018
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.
04/18/2018
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
04/17/2018
Temenos’ WealthSuite allows for a significantly enhanced client engagement through advisors or self-service digital execution.
04/17/2018
Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats
04/16/2018
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.
04/13/2018
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.
04/11/2018
IHS Markit forecasts short interest in Facebook to have totaled 29.2 million shares on Friday, up from 25.9 million in mid-March.
04/10/2018
Even securities selection itself is having AI applied to it through a number of techniques that all harvest big data on stocks.