10/29/2020
Q3 2020 GAAP revenue $1,152.8 million, up 0.8%, Fully Diluted GAAP Earnings Per Share $0.60, up 66.7% Adjusted revenue $1,156.2 million, up 0.5%, Adjusted Diluted Earnings Per Share $1.10, up 18.3%
10/29/2020
Platform provider HUB24 has moved to acquire Xplore Wealth and sell Paragem.
10/29/2020
Avaloq pairs with Investment Navigator for wealthtech compliance
The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.
10/29/2020
This is Goldman’s bet to break into a $32 billion industry serving the world’s biggest corporations
The approach, dubbed banking-as-a-service, is inspired by what Amazon has accomplished with its cloud business.
10/29/2020
Banks roll out robots as pandemic shakes up IT plans
It is a pattern that has played out across banks globally, where technology changes that would usually take months were done in a matter of days.
10/28/2020
Robo-advisors broaden sway amid pandemic
Singapore seeing steady shift to digital wealth management solutions
10/28/2020
Already, “several direct investments are in evaluation” by UBS, it said, but didn’t name any of the firms it set its sights on.
10/27/2020
UBS Next will invest directly into early-stage fintechs and other tech firms.
10/27/2020
This partnership is the next step in delivering Brooks Macdonald’s vision as the leading investment manager for intermediaries, providing best-in-class adviser experience and client service through technology and innovation.
10/27/2020
Aware Super is implementing an integrated ecosystem of Bravura products
10/27/2020
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency
10/27/2020
The “new normal”, however, leads Banks to behave more like FinTechs.
10/26/2020
CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.
10/26/2020
Business leaders are under pressure to go digital and find growth, while reducing expenses and are likely to make decisions that will jeopardize their organization’s recovery
10/23/2020
BITA Risk now brings practical ESG (Environmental, Social and Governance) management to the desktop for wealth managers.
10/23/2020
Beyond the pandemic, environmental crises such as wildfires in the western United States and global social unrest highlighted the importance of sustainability.
10/22/2020
Tata Consultancy’s potential takeover of Postbank’s 1,400 employees in the South Asian nation will help Deutsche Bank Chief Executive Officer Christian Sewing get closer to his job-cuts target.
10/22/2020
Build it and they will come.
10/22/2020
Estimates for Q2 2020 suggest that total household wealth is slightly up on the level at the end of last year, while wealth per adult is slightly down.
10/22/2020
This helped Cidel grow its AUM even during the initial stages of the implementation