05/25/2020
How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.
05/25/2020
COVID-19 has accelerated “customer-first” trends already under way which experts agree is what is needed to shepherd nervous investors and fund members through to the other side of the pandemic.
05/22/2020
The 25% minority stake purchased by CI had been held by WealthBar executives.
05/22/2020
In today’s day and age, data is often referred to as the oil that fuels the investment machine.
05/22/2020
Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.
05/21/2020
On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.
05/21/2020
Celent also ranked Wealth Dynamix as the second strongest solution in the Advanced Functionality category
05/21/2020
Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.
05/21/2020
The reality is that online advice is rapidly becoming ‘the new normal’ and will continue to do so in the future.
05/21/2020
3K Investment Partners is an independent mutual fund management firm that offers a wide range of mutual funds and tailor-made investment solutions
05/20/2020
Now is a convenient time for wealth managers to explore ways to enhance the comprehensiveness of their platforms.
05/20/2020
Client feedback has been instrumental in driving development across our solutions, resulting in a robust set of enhancements,” said Karen Geiger
05/19/2020
SS&C’s financial highlights include GAAP revenue of $4,632.9 million, increasing 35.4 percent from $3,421.1 million in 2018. Fortune ranked companies by total revenue over the previous fiscal year.
05/19/2020
SIX will initially offer two solutions, one allowing third-party providers to obtain detailed account and transaction information from banks for their customers
05/17/2020
"There will be a longer-term impact on their balance sheets.”
05/17/2020
Technology has allowed most people at Octopus to carry on doing their jobs with minimal disruption.
05/15/2020
Partnerships such as this allow Citco to further its offering by finding new avenues of utility for the client portfolio data it already collects and processes, instead of isolating it for single-use.
05/15/2020
Twain is a digital platform for discretionary wealth management which sets out from the investor’s personality and needs.
05/15/2020
Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers
05/15/2020
In these uncertain times it is vital to function proactively and explore new ways to drive multichannel engagement, while at the same time offer personalised and reliable communication.