Managers of Wealth Fintech

Brexit won’t help Britain survive the rise of the robots

Its production index for industrial robots stood at 25 in 2009, achieved 175 last year and rocketed to 225 in June this year.

Allfunds unveils API platform for wealth management

This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.

HUB24 excels in adviser satisfaction

The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.

Digital Wealth Management platform crowned “Best Digital Advisor-Client Solution”

The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.

Designing for humans in wealth management

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.

Nedbank Wealth and icandi CQ create cybercrime awareness campaign

Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.

Who has the edge in digital startups vs. traditional wealth management?

The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.

Advisor Group Planning Fourth Quarter Robo Rollout

Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet

iCapital® Network Secures Strategic Investment from UBS

Underscores value of market-leading technology in providing retail access to alternative investments

Quantifeed launches portfolio for car lovers

Quantifeed's model portfolio includes a selection of companies leading the development of self-driving cars, including technology providers and vehicle part suppliers.

Why Is Performance Reporting Technology So Expensive?

According to a white paper by Panoramix, performance reporting can costs hundreds of thousands of dollars per year.

Weatherbys Bank is an early adopter of the .bank domain

Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.

Fintech Wins Private Bank Investor

Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.

MioTech Partners with Silverhorn

Silverhorn is a leading wealth management boutique with a core focus in Asia.

TMI Trust Company Chooses SS&C

The solution will provide more robust reporting and analytics, and will improve transparency and auditability.

Challenger bank Fidor has called up Seedrs and Nutmeg for its digital marketplace

London-based Nutmeg will also benefit from access to Fidor’s digitally savvy customer base providing them with the opportunity to open fully managed investment portfolios on the digital wealth manager’s platform.

How will tech affect the high net worth personal lines market?

Technology will eventually become an issue.

How Do You Know What Your Robo is Doing?

RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.

Blockchain: A Game-Changer for Asset Managers?

Natixis Asset Management has been testing a new blockchain-powered fund management tool. Moody's sees this as "credit positive" for asset managers.

SEI buys Midwest fintech company for $80M

SEI has about 3,200 employees working out of its Oaks headquarters.

Wealth & Asset Management