12/06/2016
Veritas extends SEI wealth contract
As the industry continues to adjust to the broader technological upheaval impacting the market.
12/06/2016
As the industry continues to adjust to the broader technological upheaval impacting the market.
12/05/2016
India, Singapore or Israel could be the financial technology capital of the future
12/05/2016
TechFin is to rebuild the system with technology.
12/02/2016
SigFig's open architecture enterprise platform is scalable and adaptable
12/01/2016
Technology placed such a comprehensive burden on business
12/01/2016
The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.
11/29/2016
Sycomore will deploy Axioma Risk, the company’s enterprise-wide risk management solution.
11/29/2016
“Follow the money” is an old adage but one that cyber criminals take to heart still, as they target some of the world’s wealthiest private banking clients.
11/25/2016
Schramme too was keen to emphasise the importance of digital for wealth managers in “building a “sticky relationship” with their customers. “How do you differentiate in an increasingly commoditised business?” he asks.
11/24/2016
Focusing on the high net worth segment has proven its worth
11/24/2016
Lets have a look at how super-brands in other industries have changed the game.
11/23/2016
The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.
11/21/2016
There is a trend here: ETF providers are joining up with digital-advice platforms, thereby finding a shelf to distribute their products and strategies.
11/21/2016
The platform is developed together with two well-known financial players: BNY Mellon's unit Pershing, and private bank Julius Baer.
11/18/2016
The Avaloq owner outlined his strategic plans to build the business process outsourcing (BPO) business into a key revenue contributor for the firm
11/18/2016
Envestnet Yodlee will now provide Morgan Stanley advisors with data aggregation and reconciliation technology.
11/17/2016
New opportunities are opening up to us as financial services firms grow and look to new markets.
11/17/2016
Kleinwort Benson is currently using the T24 core banking system provided by Temenos.
11/15/2016
The fundraising comes after the digital wealth manager recently published its full-year results, which showed losses had widened to £9 million.
11/14/2016
The exhaustive report provides comprehensive answers and data on how to optimize the individual onboarding stages and details five best practices for each stage.