06/29/2017
swissQuant and Avaloq create innovative advisory solution
The technology enables banks to automate their offerings and integrate them fully in the core banking system
06/29/2017
The technology enables banks to automate their offerings and integrate them fully in the core banking system
06/29/2017
Simple, automated and real-time integration with other B2B and B2C applications
06/28/2017
Transferring savings to an online platform costs money, plus credit-card penetration remains low.
06/28/2017
According to FinTech Australia chief executive Danielle Szetho, fintechs operating in the consumer-facing wealth and investment space have already made major penetrations into the Australian market.
06/26/2017
We believe the financial industry is at of the beginning of a new, digital era.
06/22/2017
WeChat is the most important digital channel for wealth managers.
06/22/2017
FY loss $1.7 million versus profit of $3.6 million for 8 months ended March 31, 2016
06/22/2017
We’re seeing a steady uptick in consumers going online
06/22/2017
Our mission is to make smart financial services accessible to everyone in the world.
06/22/2017
Around 20 Accenture staff worked on Old Mutual’s replatforming, but have been sent home after IFDS was kicked off the project.
06/22/2017
‘Investec is all about service. What we didn’t want to do was dilute that approach.
06/21/2017
The financing has been completed via a special purpose bankruptcy remote structure with Perpetual as the trustee.
06/21/2017
Speed remains an important factor in the innovation process, but this year we will probably progress a little more slowly.
06/21/2017
A robo-advisor is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.
06/21/2017
Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.
06/20/2017
Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.
06/20/2017
The latest Fidelity data show these "eAdvisors" have higher AUM and more HNW clients.
06/20/2017
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch
06/19/2017
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/16/2017
The paper examines the demographic and psychological factors driving decision-making among Gen X, Gen Y and Gen Z clients—with a focus on investors with $5-25 million in investable assets.