11/10/2016
Automation will play only supporting role in wealth management for some time
Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being
11/10/2016
Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being
11/10/2016
Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.
11/08/2016
This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.
11/08/2016
It also enables Redmayne-Bentley to comply with client reporting requirements under MiFID II.
11/04/2016
Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards
11/03/2016
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
11/01/2016
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
11/01/2016
CONNECT is being launched by an established independent wealth manager; Crossbridge Capital, which has US$3 billion under advisement.
10/31/2016
The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.
10/27/2016
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
10/26/2016
Firms are responding to changing client expectations by snatching up other tech providers
10/26/2016
At the moment, the UK FinTech sector is falling behind other countries’ sectors in capital investment.
10/24/2016
Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.
10/22/2016
Wealth managers are reserved when it comes to exploring the potential use cases for blockchain, says Bartosz Golba.
10/22/2016
In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.
10/20/2016
Go through our infographic and see how a client portal can support your business priorities, and ultimately give you a competitve edge over other organisations.
10/16/2016
These new entrants are taking a new approach using technology to empower customers on how to use money.
10/13/2016
The partnership will enhance the wealth planning process for Co-operators financial advisors and clients across Canada.
10/13/2016
The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.
10/08/2016
Every industry has an “innovation threshold”, to borrow a term from the great management thinker