04/23/2020
Current fintech surge to further disrupt traditional bank sector
Banks and other traditional financial services providers were, in most cases, spectacularly caught off guard by the 2008-2009 financial crash.
Wealth & Asset Management
04/23/2020
We are in the midst of a 'total reboot' of wealth management
BMO InvestorLine president writes that, with the industry in the process of massive disruption, now is not the time for firms to be reticent or timid
04/22/2020
HUB24 net inflows up 72%
The platform pointed to negative movements in markets to account for a $2.1 billion, or 13.2% fall in FUA since the beginning of the year, however, it said that FUA on the platform is not fully correlated to movements in equity markets.
04/22/2020
Technology will be key differentiator in risk management
With new regulations such as FRTB in sight, sell-side firms that have invested in upgrading their risk systems will have a clear advantage over those who have not.
04/22/2020
COVID-19 and the CARES Act: Tax considerations and services
Tax Optimizer, our secure web-based tax preparation and hypothetical trading tool, is equipped with analytic tools that will identify the market volatility impact on your portfolio.
04/22/2020
Why brand building is essential in times of precarity
The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.
04/22/2020
Multi-Strategy Portfolios Benefit clients, Let Technology Benefit You By Boris Bykhovsky
A common way to address these goals is through the creation of multi-strategy portfolio (MSP) or multi-asset portfolios (MAP).
04/21/2020
Acumen-net ready to support LIBOR discontinuation with new modules
Through continuous investments in designing innovative solutions, Profile and Login have been proactive to accommodate the upcoming change
04/21/2020
Machine Learning for non-bankable asset investing
The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.
04/21/2020
SS&C to Acquire Capita’s Life Insurance and Pensions Servicing Business in Ireland
The acquisition grows SS&C’s presence in International Life & Pensions servicing market
04/21/2020
Broadridge Announces $1.5 Million Commitment for Community Relief to Help Those Affected by COVID-19
Broadridge will directly donate an initial $1 million to support charities and schools globally
04/20/2020
Private banking meets the public cloud
They need the same flexibility as the larger banks.
04/17/2020
Technology will win future clients
There are several considerations when selecting the right type of co-browsing or client portal software. Here are some key areas to bear in mind.
04/16/2020
Digital will be the new normal for wealth management
But lockdowns are highlighting how many firms aren’t transforming fast enough.
04/16/2020
Managers of Wealth Appreciates Its Advertisers
We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.
04/16/2020
Swiss Wealth Technology Landscape Report
The Swiss Wealth Technology Landscape Report 2020, a directory-based report highlighting over 300 relevant technology and related solution providers that support the technology and related business needs of the Swiss wealth management sector
04/15/2020
What are the Key Strategies and Tools to help Wealth Management Through the Coronavirus Pandemic?
Embracing the right digital tools is the key to wealth-management success and survival in the age of coronavirus, and it will enable you to operate effectively across a number of different scenarios.
04/15/2020
Avaloq and ACTICO expand strategic partnership to prevent financial crime
The expansion of our partnership with ACTICO illustrates the importance Avaloq attaches to the basic principle of an open platform architecture.
04/15/2020
FNZ fails to allay CMA concerns for GBST deal
After competition of the phase one investigation, the watchdog has decided to launch a more in-depth investigation.
04/14/2020
Objectway offers licence-free period for WealthTech
The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans