04/07/2021
Digital Advisor Stashaway Rolls Out Hong Kong Platform
Stashaway offers 12 globally diversified growth-oriented investment portfolios targeting different levels of risk, with management fees of between 0.2–0.8 percent
Wealth & Asset Management
04/06/2021
Unified managed accounts can propel wealth manager success
One challenge is addressing client investments that are more complex.
04/06/2021
Objectway As You've Never Seen It: A Tale Of A Rebranding
We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.
04/06/2021
Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness
2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops
04/05/2021
NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance
The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities
04/01/2021
Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain
That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.
03/31/2021
SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors
Technology Designed to Help Advisors Build Better Financial Futures for Clients
03/30/2021
The Future of Wealth Management
How hybrid advisory models are transforming the industry
03/30/2021
Contemi Solutions enhances corporate actions solution
Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.
03/30/2021
Wealth Management In 2021: From Surviving Remotely To Thriving Remotely
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
03/29/2021
Quantifeed Partners With MUFG To Launch Investment App in Japan
The app also enables customers to fund their portfolios from ATM machines, facilitating crucial offline-to-online interaction.
03/29/2021
Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti
The combination of our technology, solutions and people will unlock significant value for our clients and drive long-term growth for our combined business.
03/26/2021
Avalon SteriTech and SoftBank Robotics launch 2-in-1 AI-powered cleaning and disinfection robotics solution for a new era of community-wide smart cleaning
92% of Asian consumers say that businesses need to enhance disinfection protocols if businesses wish to restore visitor confidence when visiting leisure and entertainment venues
03/26/2021
Digital wealth is taking off, are you onboard?
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Challenges and Chances for Wealth Managers to Thrive in 2021
Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.
03/25/2021
Are you meeting the needs of vulnerable clients?
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
03/24/2021
Refinitiv expands its Digital Investor solution with ‘Wealth Connect’
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
What are non-bankable assets?
The exact definition of non-bankable assets can vary from source to source.
03/24/2021
UK Wealth Management Under the Lens: Competitive Dynamics and Trends
In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.
03/24/2021
Brewin Dolphin Extends Long-term Strategic Partnership with SEI
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months