06/12/2017
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
06/11/2017
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
06/09/2017
We are proud to have been voted the winner of this prestigious award
06/08/2017
Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.
06/08/2017
Scalable Capital targets €500m within a year as it vies for bank and asset manager business
06/07/2017
Wealth management calls for a best-of-both communications model.
06/07/2017
Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest.
06/07/2017
An automated adviser would need much more information than robo-advisory services typically collect during their account opening questionnaires.
06/06/2017
The new office opening was hosted by CreditEase Founder and CEO Ning Tang, CreditEase senior executives, distinguished guests from Blackstone, KKR and Tishman Speyers and other strategic partners.
06/06/2017
Most wealth managers are unaware of the need to prepare for game-changing new data protection rules coming into force in less than a year’s time according to two industry consultants.
06/05/2017
This counterintuitive reality is critically important for policymakers and the public to understand.
06/02/2017
IT was the biggest cost factor apart from the bank’s staff. The integration of the basic infrastructure generated an enormous advantage in terms of costs, Zeltner said.
06/02/2017
It added that customers will be given their costs in a pounds and pence figure.
06/02/2017
This person, being accustomed to how quickly we can access information in today’s world, also expects to access the information immediately without logging into various systems
06/01/2017
Anchor Private Clients will also be able to use the InvestCloud Digital Warehouse.
06/01/2017
The Online Investment Advice product is not yet available, as it is still in development.
06/01/2017
The march toward a cashless society, it seems, is unstoppable. Young people especially, as well as the better off and better educated, are increasingly at ease paying by card or mobile phone.
06/01/2017
Financial providers have looked for ways to leverage the power of Big Data by implementing new digital ecosystems intended to take advantage of increased data volume.
05/31/2017
Several banks and global wealth management firms have made co-investments in wealth tech.
05/31/2017
These are some of the results of a large new survey of IT habits among the populations in the four Nordic countries.