Managers of Wealth Fintech

Pershing Launches Its Integrated Wealth Experience

Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities

Avaloq completes transaction with Warburg Pincus to accelerate growth

Under the partnership announced on 22 March 2017

Macquarie shuts down direct robo-advice service

The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.

Robots aren't coming – they're already here

Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.

Race to harness AI dominates as digital tidal wave washes over fund management

"Adapt or die" sentiment dominates fund management talks on digital

Aegon in talks with FNZ about £40bn Cofunds institutional assets

L&G's financial reports show Cofunds had £40.3 billion of institutional assets at 30 June 2016, just ahead of the sale of the platform.

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

How to Achieve Digital Transformation

Disruption is occurring. Here are steps to plot your path.

FOX to Present Technology and Other Critical Updates for Family Offices

Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum

Wealth managers shun the digital revolution

Could we see higher net worth clients switch to cheaper robo platforms?

SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3

The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.

Nutmeg insists raw data beats adviser annual reviews

Mr Port said: “The key challenge will be how the regulator incorporates data and personalisation."

Digital delivery of wealth management - the era of the platform?

The evolution of business models is already underway.

Observations on the Asian robo market

While robo-advisory can increase productivity, instead of fully automating that process, advisers can review the client portfolio and get pre-processed advice to relay to clients.

Zuger Kantonalbank Introduces Advisory e-Tool

Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.

Tilney and SEI Private Banking extend contract by six years

The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.

Vontobel selects Appian to undertake digital overhaul

Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.

InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards

Annual awards program recognizes outstanding organizations and technologies that support financial advisor success

Additiv Asia and iKonsultan Inovatama strengthen ties

The local presence of IKON’s consultants in Jakarta and their knowledge of local specificities of the Indonesian financial sector combined with Additiv’s successful track record in delivering digital investment solutions for both end-investors

What next for WealthTech?

On the one hand we see global firms actively embrace the rapidly evolving technological landscape – most recently evidenced by global private banks and investment managers acquiring robo-advice platforms, or indeed building and launching their own

Wealth & Asset Management