07/12/2022
Once complete customers are presented with a health check score and a personalised dashboard highlighting both areas of strength, as well as opportunities for improvement
07/12/2022
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail
07/12/2022
In March, Motive together with Clearlake Capital acquired BETA+, the wealth management technology operations of the London Stock Exchange Group, for $1.1 billion.
07/11/2022
These are the firms that manage the wealth of ultrahigh net worth families globally.
07/07/2022
This acquisition enhances our strategic enablement of service and data, and over the next two years will create operating leverage by bringing Envestnet and Redi2’s administrative, revenue, and billing services together.
07/07/2022
The digital transformation has encouraged more Fintech providers to come to the market and the pressure on these firms to provide further innovation intensifies year on year.
07/07/2022
Firms will need to have their ESG questioning ready and the translation of their advice into portfolios and reporting.
07/07/2022
Understanding these pain points, WeLab Bank is determined to digitalize and democratize wealth advisory through GoWealth.
07/06/2022
This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.
07/06/2022
We've analysed the length of time job ads were live online across the job market using GlobalData figures
07/06/2022
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/04/2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
07/04/2022
This year, IBSi SLT assessed systems purchases made by over 1000+ banks across 250+ products from 60 suppliers.
07/04/2022
The awards aim to highlight system suppliers' excellence within the UK financial services industry.
06/30/2022
More than three-quarters (78 per cent) of professional investors believe wealth managers will lose clients if they choose not to offer advice around crypto and digital assets or access to funds investing in them.
06/30/2022
The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.
06/30/2022
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/28/2022
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/27/2022
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/23/2022
The use cases include increases to prospect win rate and share of wallet via responsive nurture processes and opportunity management.