Managers of Wealth Fintech

Cash Is Dead, Long Live Cash

The march toward a cashless society, it seems, is unstoppable. Young people especially, as well as the better off and better educated, are increasingly at ease paying by card or mobile phone.

Wealth Managers' Big Data projects often fail due to poorly planned implementation strategies

Financial providers have looked for ways to leverage the power of Big Data by implementing new digital ecosystems intended to take advantage of increased data volume.

Banking On Wealth Tech

Several banks and global wealth management firms have made co-investments in wealth tech.

Danske Bank launches IT security initiative

These are some of the results of a large new survey of IT habits among the populations in the four Nordic countries.

Banking On Fintech: Where Incumbents Are Making Investments In Wealth Tech

Top firms are making bets in wealth tech including Goldman Sachs, JP Morgan Chase, Blackrock, and others.

Citi Private Bank Issues New White Paper Family Offices and Cybersecurity

The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention

Rise of the technophobe - education key to tech adoption, says HSBC

The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people

Vanguard to seize wealth management industry with its digital platform

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years

Goal-based Investments in the Digital ERA

User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.

Wealth Platform Hits Record

The company’s growth has been underpinned by a strong team who are focussed on delivering better outcomes for advisers, their clients, licensees, fund managers, stockbrokers and shareholders.

Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing

There’s no hand holding for times when markets sag and the frightened flee.

SIX Financial Information sweeps the board at the Inside Market Data and Inside Reference Data awards

As the global regulatory landscape evolves, innovation is key to ensuring that market participants adjust seamlessly to new rules.

Tarrant: Artificial intelligence will disrupt the hedge fund model

Tarrant has also expressed confidence that it is the young and emerging fund managers who will eventually reap the full benefits of machine learning

WealthTech company is building a “hybrid robo” wealth manager

Over the last 18 months, the team behind Prumentum has been working on a dual-track strategy to provide a mix of technology and human advice

It’s time to stop robo-advice mislabelling

‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’

Will Robo-Advisors Disrupt Conventional Wealth Management? The State Of The Robo-Advisory Landscape

Consider these insights on the effects of robo-advisors on the traditional wealth management industry.

Dion Global launches Integrated Wealth Management and Trading Platform

Enabling stockbrokers to expand their business model into wealth management

People are twice as likely to trust a robot for heart surgery than with their savings, finds study

Just 7 per cent of people would trust a robot with their savings, versus the 14 per cent willing to submit to a machine for heart surgery

UBS SmartWealth: an ‘intrapreneurial’ success

Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.

Bravura Solutions wins new client in South Africa with STANLIB Wealth

STANLIB is a leading South African wealth manager with a presence in nine African countries.

Wealth & Asset Management