07/26/2017
As digital applications continue to be integrated in all that we do, there is much talk about how this could affect the financial adviser role and in the extreme case, possibly remove them altogether.
07/26/2017
On the one hand we see global firms actively embrace the rapidly evolving technological landscape
07/26/2017
Some notable areas have lagged behind, in particular Financial Markets where the business-critical functions of Trading, Banking and Wealth Management have yet to take the leap of faith.
07/26/2017
“We are working with providers on an ongoing basis to extend our platform connectivity proposition"
07/26/2017
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/25/2017
Morgan Stanley’s investment, together with investments from UBS Financial Services and lead investor BlackRock, brings iCapital’s total funding to date to over $50 million.
07/24/2017
Irish fintech expert Peter Oakes has joined
07/24/2017
The spectrum of specific knowledge allows the firm to combine technology.
07/24/2017
Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.
07/21/2017
Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.
07/20/2017
Banks are turning to external software providers for help in running core banking operations to cut costs.
07/20/2017
Socially responsible investing is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact
07/20/2017
"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."
07/20/2017
Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.
07/20/2017
Clear customer insight was also a focus
07/19/2017
The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.
07/18/2017
We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options
07/17/2017
They are able to do so by using a computer which can perform a much more sophisticated job than its human equivalent - at the touch of a button.
07/17/2017
The awards are managed by Goodacre UK, the leading specialist consultancy for the financial services industry, and recognise the leading software suppliers through an independent annual accreditation process.
07/17/2017
Pure online wealth management platform that will serve retail investors all over the world.