Managers of Wealth Fintech

Financial Services Firms That Invested in Emerging Technologies Profited in 2020, New Broadridge Study Finds

Widening gap emerges between Leaders and Non-leaders

FinTech positioning for a re-opening in 2021

Within our investment process we select reasonably priced profitable quality compounders with a high purity factor that benefit from long-term FinTech trends.

Broadridge Next-Gen Technology Adoption Survey

Firms are now shifting priorities based on the benefits achieved to date.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%

Why Famtech Will Become a Major Trend in the Coming Years

People with more social connections were better equipped to deal with the challenges of lockdown.

How DLT & Blockchain is shaping the future of wealth & asset management - the view from Sygnum Bank

Sygnum operates an independently controlled, scalable and future-proof regulated banking platform

Broadridge Launches Wealth Lending Network Marketplace

New offering with The Bancorp extends market access to Securities-Based Lending

Avaloq receives award for Best Integrated Front Office Solution at the Asian Private Banker Technology Awards

Avaloq, a global leader in digital banking solutions, core banking software and wealth management technology, has won the Best Integrated Front Office Solution award at today’s Asian Private Banker Technology Awards.

C-Suite Executives Weigh In On The Pandemic’s Impact By Holly Washington

Firms have had to get creative to sustain collaboration, leveraging technology where possible.

Cantonal bank and consulting firm create association to boost IAM services digitisation

Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.

aperture launches “Market Map for Wealth Management Software”

The Market Map is a new software evaluation methodology designed to assess the key criteria for systems in the digital age.

Crealogix: What is digital user experience and how can it benefit wealth management firms?

Interview with Kim Woodhall

Goldman Sachs unveils Marcus Invest robo-adviser in consumer push

Marcus Invest offers individual and joint investment accounts, as well as three types of individual retirement accounts, the bank said.

BNY Mellon Introduces ETF and Managed Account Model Portfolios

In addition to the BNY Mellon ETF Model Portfolios, Lockwood Asset Allocation Portfolios will also be available to firms using the Envestnet platform by the end of first quarter.

Family office founder on dealing with next-gen clients

Digitalisation will not fully replace human beings, according to François Mollat du Jourdin, chairman and founder of Geneva family office MJ&Cie.

Goldman Sachs Launches Automated Wealth Management Service

The platform will offer three strategies. First is Core, which will concentrate on a mix of U.S. and foreign stocks as well as bonds.

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Sharmil talks to us about why collaboration has to happen

Silicon Valley wealth adviser Iconiq sets up European outpost

The San Francisco-based firm, which has about US$54 billion in assets under management, has backed companies including Snowflake, which went public in September, as well as Robinhood Markets and Epic Games, the creator of Fortnite.

Risk and ESG-aligned portfolios

This is the rationale behind placing ESG at the centre of today’s risk management approach for tomorrow.

Jamaica Co-Operative Credit Union League selects Olympic Banking System

These services include loan and deposit products

Wealth & Asset Management