08/02/2021
Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'
08/02/2021
SS&C GIDS brings superior client service, digital offerings to relationship
08/02/2021
BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.
08/02/2021
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS
07/30/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China
07/29/2021
Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth
07/29/2021
Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value
07/29/2021
Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.
07/27/2021
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Rosie Davitt, Head of Sales, EMEA, North America, Artic Intelligence
07/27/2021
It means embracing better ideas from open minded people and the collaboration of smart companies, so smart ideas are not monopolised and are shared
07/27/2021
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/27/2021
The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.
07/26/2021
New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.
07/26/2021
“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”
07/26/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer
07/23/2021
Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.
07/23/2021
Fintech provider to receive advisory support as it takes digital wealth management platform to market
07/23/2021
This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.
07/22/2021
The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.
07/22/2021
BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs