07/29/2020
SS&C Technologies Earnings and Revenues Beat Estimates
The past five months has presented unique challenges, both professionally and personally
Wealth & Asset Management
07/29/2020
Channels don’t tell you enough about advisor business models
Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.
07/29/2020
Global internet companies: Set for a quantum leap
The Covid-19 pandemic could have a lasting impact on the way we live and interact.
07/28/2020
SS&C Expands Services to JLL
Precision LM to support combined $115 billion loan servicing portfolio
07/27/2020
KBC Bank Launches Smart Investment Assistant Matti from Bolero, Supported by Objectway
Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s online retail broker.
07/27/2020
Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey
Changes in how investors and financial advisors collaborate, at first caused by Covid-19
07/27/2020
UOBAM launches mobile robo-advisor
The Singapore-based asset manager has teamed up with FNZ Group to offer an app for retail investors to construct individual portfolios.
07/27/2020
Digital wealth management firm StashAway raises $16 million
StashAway currently operates in Singapore and Malaysia but plans to broaden its footprint across South East Asia on the back of the new funding.
07/27/2020
UOBAM launches mobile robo-advisor
The Singapore-based asset manager has teamed up with FNZ Group to offer an app for retail investors to construct individual portfolios.
07/23/2020
SEI Reports Second-Quarter 2020 Financial Results
We are proud of our global workforce's resilience as they manage the extended period of a remote workplace
07/23/2020
SS&C Announces ALPS|CoreCommodity Management CompleteCommodities® Strategy Fund Achieves Ten-Year Milestone
The Fund seeks to provide comprehensive access to global commodities and commodity equity markets
07/22/2020
ESG and Regulation 9 There have been two major usecase developments within the BITA Wealth solution.
BITA Wealth provides automation, and pre- and post-trade checking of the key REG-9 requirements, delivering an efficient, demonstrable and auditable process across all clients
07/22/2020
Munich-based Scalable Capital raises €50 million Series D to expand its wealth management and brokerage platform
"We established Scalable Capital to make investing easier and better through technology," says Florian Prucker, co-founder and co-CEO of Scalable Capital.
07/22/2020
SS&C GlobeOp Forward Redemption Indicator: July notifications 2.64%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform,
07/20/2020
Creating Authentic Value With Human Digital Wealth Management
Unlike other markets, Wealth Management is unpredictable
07/20/2020
DBS PB sees a rise in digital transactions
In a media briefing the Singapore-based firm emphasised the importance of its DBS iWealth app in its future growth.
07/20/2020
Are Millennials destroying Wealth Management?
Some are more digitally native than others, however we all use technology with relative fluency, often to the bafflement of our Gen X and Baby Boomer parents.
07/17/2020
Broadridge Schedules Webcast And Investor Conference Call To Review Fourth Quarter And Fiscal Year 2020 Results On August 11, 2020
A replay of the webcast will be available and can be accessed in the same manner as the live webcast at the Broadridge Investor Relations website.
07/17/2020
COVID-19 renews impetus to fix legacy technology and get digital engagement right
Wealth managers are now preparing for what comes next, reviewing the technological implications, and setting priorities to ensure they can accommodate whatever our new normal will be.
07/17/2020
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
The recent strong demand and numerous requests from Canadian advisors to work together with Nest Wealth resulted in this exciting opportunity.