Managers of Wealth Fintech

Better Investor Risk Profiling gets Everyone Invested, All the Time

There is a lot of potential for improvement in the context of investor risk profiling.

Leveraging financial ecosystems: Five myths debunked

The advantage of this approach is that you’re using the ecosystem to add greater value to customers.

Path to Net Zero Riddled with Potential Pitfalls

This is the first in a series of thought leadership pieces on net zero that S&P Global is releasing in conjunction with Earth Day.

Partnering for success: Charities at the forefront of scientific innovation

Over the past several years, we have seen some charities intensifying their grant funding on scientific and healthcare innovation.

Crypto investment accessibility set to grow ahead of expected inflation rate hikes

Mathew McDermott, Goldman’s head of digital assets, said the bank is also looking to facilitate trades via exchange-traded notes tracking bitcoin.

SS&C GlobeOp Forward Redemption Indicator: June notifications 2.68%

Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.

Orion Advisor Solutions Breaks New Ground

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools

AI for asset and wealth managers: Industry priorities and delivering benefits

The overwhelming majority of asset managers who have invested in AI are already reporting real-world benefits: improved decision-making, product and service innovation, better customer experiences and reduced risks top the list.

The dawn of a new wave of internal models for Solvency II

This process has dramatically accelerated in the last few months, as we witness a new wave of simulation-based economic capital implementations, particularly in those countries where the first wave left out a few significant players.

The Synergies Between Avaloq and NEC

Avaloq’s mission is “to reinvent finance for the people and make a difference in society,” while NEC sets out to “orchestrate a brighter world.

Artificial Intelligence Accelerates Transformation in Wealth

How Predictive Analytics Can Deliver Results—in 90 Days or Less.

What the Nutmeg acquisition means for the future of advice

While robo-advisers' client base remains very different from IFAs' own, Sam Turner, senior consultant at Altus Consulting, said the takeover spoke to a change in advice expectations.

Do Elon Musk's Words Matter for Crypto in the Long Run?

It’s almost as if crypto doesn’t act like shares—so when the business media look at crypto, they don’t have a proper metric to evaluate.

ERI’s John Shegerian Calls ESG ‘the Greatest Investment Trend of Our Generation’

Shegerian Applauds and Concurs with Citi’s Projections in CNBC Interview

FCA data confirms rising crypto popularity

We chose to use the term ‘cryptocurrency’ throughout the questionnaire.

Hyper-Personalisation: A Real Differentiator Between Firms

The short answer is no but it can certainly go a long way to enabling it.

SS&C Will Not Exercise Matching Right In Respect of Latest Offer to Acquire Mainstream Group

SS&C is being advised by Citi as financial adviser and Gilbert + Tobin as legal adviser.

Central Bank Digital Currency: An update on the Bank of England’s work - speech by Tom Mutton

Given at FS tech: The Future of FinTech Conference

Gartner Says the Majority of Technology Products and Services Will Be Built by Professionals Outside of IT by 2024

New Category of Business Buyers are Occupying a Larger Share of the Overall IT Market

Put Away Your Old Flip Phone And Say Hello to The New Era Of Wealth Management

Well, someday, we’ll be talking about the current state of WealthTech – and of wealth management in general – the same way we now remember those early portable computers.

Comment & Analysis