03/29/2017
Old Mutual and SJP platform tech provider bought by US firm
DST expects the consolidated IFDS U.K. businesses to contribute approximately $440 million of incremental annual operating revenues upon acquisition
Wealth & Asset Management
03/29/2017
SEI’s Williams: The need for advice is greater than ever, but so are the costs
“Is the risk of doing something greater than the risk of doing nothing?”
03/28/2017
Qatar wealth fund to open office in Silicon Valley
The QIA has about $334 billion of assets according to industry tracker
03/28/2017
High Net Worth Marketing, a tailored approach
Automation would bring benefits
03/28/2017
Does your RM drink coffee or Kilowatts?
While Humans is obviously a fictional construct, there is insight to suggest that it presents a not-too distant future.
03/27/2017
Digital wealth manager launches partnership with Allianz Global Investors
This is the first time UK employees from across the Allianz family have had access to a wealth management solution in this way.
03/27/2017
Dan Zilberman: «Avaloq IPO in 3 to 5 Years»
Private Equity Buys Avaloq Stake
03/27/2017
Netwealth proves HNWs are hungry for digital
Netwealth is close to signing its first partnership with an IFA firm and has been working on building its professional connections
03/27/2017
SEI Wealth Platform Delivers Another Year of Increasing Flows
AUA increased by 25 percent with Net Flows up by 21 percent
03/24/2017
“Thanks to pressure from fintechs, wealth management services are finally being forced to offer good products for their clients”
Trading is not as easy as it sounds, you are not able to buy a book and become a super trader overnight
03/23/2017
Lufax plans online platform as part of transformation from P2P to wealth management company
The company will also target middle class Asian investors in countries such as India and Indonesia.
03/22/2017
Sofi, Quovo Show Off New Wealth Management API
What’s important to call out is the combo of authentication and aggregation.
03/22/2017
Avaloq partners with Warburg Pincus to accelerate growth
The transaction values Avaloq in excess of CHF 1 billion.
03/21/2017
InvestCloud launches Emerald for robos and hybrid wealth managers
Emerald also scales in line with need, and a low-friction implementation approach
03/20/2017
ANZ inks deal with IT platform
We have some exciting developments planned for this year to enable more knowledge-based solutions to become mainstream in many organisations.
03/16/2017
Uncluttering the Robo Space: What’s the Winning Model for Automated Advisors?
The new service is for clients with at least $25,000 investments.
03/16/2017
Flynt: False Assurances
Flynt has enough capital to get a banking license.
03/16/2017
Nest Wealth Pro Selected by Leading Canadian Wealth Management Firm
Specifically, clients benefit from sophisticated portfolio management and increased functionality and transparency while advisors are supported with best-in-class technology
03/15/2017
Avaloq maps out Asian growth path
Peter Scott of Avaloq explains some of the firm's priorities in 2017 for growing the business in Asia, especially in terms of business process outsourcing (BPO).
03/15/2017
HUB24 wants to help stockbrokers become wealth managers
It's part of the market that hasn't been embraced by platform providers, and they need slightly different things because of their heritage and where they come from.