06/02/2017
UBS: Juerg Zeltner Is Set to Complete IT Project
IT was the biggest cost factor apart from the bank’s staff. The integration of the basic infrastructure generated an enormous advantage in terms of costs, Zeltner said.
Wealth & Asset Management
06/02/2017
Would you take financial advice from a robot at your bank?
It added that customers will be given their costs in a pounds and pence figure.
06/02/2017
Digital with a human touch
This person, being accustomed to how quickly we can access information in today’s world, also expects to access the information immediately without logging into various systems
06/01/2017
InvestCloud wins deal with South African wealth manager
Anchor Private Clients will also be able to use the InvestCloud Digital Warehouse.
06/01/2017
HSBC to offer robo-advice for investors
The Online Investment Advice product is not yet available, as it is still in development.
06/01/2017
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.
06/01/2017
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.
05/31/2017
Banking On Wealth Tech
Several banks and global wealth management firms have made co-investments in wealth tech.
05/31/2017
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.
05/31/2017
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.
05/31/2017
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
05/30/2017
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
05/30/2017
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
05/29/2017
Goal-based Investments in the Digital ERA
User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.
05/29/2017
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.
05/29/2017
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.
05/26/2017
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.
05/26/2017
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
05/25/2017
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
05/25/2017
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.’