06/17/2021
The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.
06/17/2021
Launching digital bank 'Chase'
06/15/2021
Mapping over 530 technology vendors to the business needs of the APAC wealth management sector
06/14/2021
President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus
06/14/2021
It is the Bank of France’s latest CBDC pilot. In April, it ‘settled’ - or made payments on - digital bonds issued by the European Investment Bank using blockchain technology.
06/11/2021
The wealth management industry wholeheartedly embraced new ways of working, bringing an industry that is notoriously steeped in tradition and the currency of relationships eons into the future in the process.
06/11/2021
An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.
06/11/2021
Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.
06/10/2021
Digital anchoring of savings into investments now also in Germany and Italy thanks to targeted partnerships.
06/10/2021
Jack of All Trades vs Best Of Breed – it’s a choice
06/10/2021
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/10/2021
The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.
06/09/2021
Scalable Capital, a fast growing neo-broker and one of Europe's largest digital wealth managers, has raised more than USD180 million (EUR150 million) in a Series E funding round led by by China’s leading technology company Tencent.
06/09/2021
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
06/09/2021
Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.
06/09/2021
Article based on TWM’s webinar on moving from people vs tech to people & tech
06/08/2021
Clients will be able to schedule appointments to talk to their relationship managers online
06/08/2021
Latest release adds connectivity to existing industry tools and technologies
06/08/2021
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement