04/27/2017
MASECO Private Wealth Selects InvestCloud
It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.
Wealth & Asset Management
04/27/2017
WisdomTree and AdvisorEngine Strengthen Advisor Growth Program Through Key Technology Acquisition
In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine
04/27/2017
SS&C Technologies Reports 20th Straight Quarter of Revenue Growth in Q1 2017
Q1 GAAP revenue $407.7 million, Fully Diluted GAAP Earnings Per Share $0.23, Adjusted revenue $409.5 million, Adjusted Diluted Earnings Per Share $0.44
04/26/2017
Scivantage Advances the Digitization of Wealth Management with Wealthsqope
Consumers are comfortable living digitally and want to manage all aspects of their financial lives online.
04/26/2017
Why aren’t wealth managers seizing digital opportunities?
This is a serious concern for banks
04/26/2017
Avaloq introduces a new era of trustworthy banking
Investment performance is an area with significant relevance in this respect.
04/25/2017
Providing competitive asset and wealth management with in-memory computing
The investment services provider landscape itself has significantly evolved.
04/25/2017
Rise of the robot fund manager
The app will be launched in Thailand once the company wins permission from the Securities and Exchange Commission.
04/23/2017
National Bank takes minority stake in robo-advisor Nest Wealth
Canada's big banks have been ramping up their investments in technology in the face of competition from low-cost robo-advisers and other technology providers.
04/21/2017
BMO Harris Bank Launches FinTech Partnership Program with 1871
Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.
04/20/2017
DontMissTheBoat
11 reasons stopping Wealth Managers from going digital …
04/20/2017
Dolfin goes live with Profile wealth management package
The new platform aligns with the organisation’s objectives, making its infrastructure robust and scalable.
04/19/2017
Google APAC financial dashboard reveals growing interest in wealth management products
Searches peaked in May to June 2016 with key interest in the Euro following the Brexit announcement.
04/19/2017
Third Financial launch ‘TERCERO POD’
The Pod has been equipped with these new features already, and will be open for clients to try in order to provide feedback before it is implemented on site.
04/19/2017
SEI Reports First-Quarter 2017 Financial Results
Our advanced solutions are at the center of what will help our clients sustain their success, while helping us achieve sustainable growth and provide increased shareholder value.
04/18/2017
Why next-gen digital platforms will revive portfolios
The upshot for Lawton was to quit banking and set up Eigencat in Singapore.
04/17/2017
Swiss Private Bank partners Crealogix for mobile banking
The avoidance of additional hardware tokens or access codes provides superior flexibility while ensuring maximum security.
04/12/2017
SEI Funds Receive Global Recognition in 2017
Total of Six Awards in UK, US, and Canada in First Quarter
04/12/2017
Robo wealth firm allies with financial support provider
Together they intend to roll out a number of innovative offerings and develop educational content to help people feel positive and informed about their finances.
04/11/2017
Jack Ma Goes After Robo advisors In China
Clients then track the performance of what was recommended to them and can compare their decision to other options made available at the time of the investment.