09/29/2017
The benefit of robo-advisors has driven up growth in the market exponentially; at the end of 2014, according to professional services company Deloitte, eleven of the leading robo-advisor firms recorded near 65 percent growth compared to 2013.
09/28/2017
Digital wealth managers are dwarfed by established banks like UBS.
09/28/2017
The report finds that while executives at wealth management firms express a high level of awareness of hybrid advice models.
09/27/2017
Transparency regarding the impact of fees on future investment returns is also highlighted as a priority in the Mifid II proposed regulations.
09/27/2017
Family offices hold a firm grasp on the upper levels of the financial industry.
09/27/2017
We recognise that Coutts itself is very new to the eSports industry
09/26/2017
The second challenge, is that the banks suffer from scalability issues.
09/26/2017
Combined firm will support nearly $2 trillion in platform assets and approximately 10 million investor accounts
09/26/2017
The solution enables digital distribution directly to the consumer or with the assistance of an intermediary.
09/26/2017
The technology automatically and without any emotions adjusts portfolios in line with the market sentiment.
09/22/2017
The same principle can also be applied to the wealth management sector.
09/21/2017
The investments in new technologies will affect personnel at Zurich-based UBS.
09/21/2017
CICC, once dubbed the Goldman Sachs of China after it brought some of the country’s largest state-run firms to market
09/20/2017
The area likely to advance the fastest, believe some market practitioners, is regulatory technology.
09/20/2017
The goal is to create a new asset transfer industry benchmark against which others competing in the space can be evaluated in terms of efficiency, costs, and security.
09/19/2017
Investors should look for high growth sectors when stock-picking, the head of Nikko Asset Management said at the Singapore Summit over the weekend
09/19/2017
UK residents can now open an account and have access to diversified investment portfolios in less than five minutes on wealthsimple.com or by downloading the iOS or Android app.
09/19/2017
The competitiveness of the offering to their customers is based on domestic product, mainly Australian stocks and bonds.
09/18/2017
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management
09/15/2017
The portfolio invests 100 per cent of assets in U.S. bonds and international bonds issued in U.S. dollars.