08/14/2017
Commcise Delivers Integrated MiFID II Research Payment Solution To Pictet Asset Management
This is used to help validate research payments in line with the ESMA and FCA policies in MiFID II.
08/14/2017
This is used to help validate research payments in line with the ESMA and FCA policies in MiFID II.
08/14/2017
Asset managers should do more to take advantage of the great opportunities and value technology presents to them, Tomlinson said.
08/11/2017
AIG is one of the largest US based multinational insurance group with more than 88 million customers around the globe covering 130 countries.
08/11/2017
Advisors at Savant Capital also tell Financial Advisor IQ that the market risks due to consolidation are plentiful, and, as such, they’re making alternative plans.
08/11/2017
The survey of 104 advisers revealed that just 2% of respondents have already adopted robo-advice
08/09/2017
The power of data and the dangers to business if marketers continue to misuse data by delivering bad customer experiences were discussed at a recent conference: Data experts agreed how vital it is to use data effectively.
08/02/2017
The programme helps executives to both launch new Fintech ventures and harness new technology to build better financial services firms.
08/02/2017
The first phase of Virtual Investor will offer customers access to a pre-selected range of Absa’s unit trusts, with more investment products, like retirement annuities, expected to follow at some unspecified point in time.
08/01/2017
The most committed planners also tend to be the most financially literate.
07/31/2017
Technology is becoming a key enabler in financial inclusion
07/31/2017
The CEO of Amazon was briefly named the world's richest man this week overtaking Bill Gates
07/31/2017
Customer satisfaction was found to be high among UK banking customers.
07/26/2017
The results of this research are the basis of our paper 'Wealth Management at a Crossroads'. It shares the insights gained from one-to-one interviews with wealth management executives from 12 of the top 50 UK wealth management firms representing
07/25/2017
The need for the banking players to aggressively adopt fintech and to acclimatise themselves to the ever-changing pattern of customers’ needs, is pressing.
07/25/2017
The Pensions Dashboard is a user interface which will list a user’s pension pots and expected monthly income at retirement in one place.
07/24/2017
Recent success in attracting peer-to-peer lender Lufax underscores Singapore’s growing appeal as a hub for new financial technology trading and wealth management platforms
07/24/2017
Many of the technologies operate at the frontier of the technologically possible, but as the price of hardware falls the case for their use gets stronger.
07/24/2017
UK-based challenger bank Atom Bank received the most investment of any Wealthtech company in the first two quarters of 2017.
07/21/2017
Shortcomings in organizational culture are one of the main barriers to company success in the digital age.
07/21/2017
Nearly Half of Respondents in Both Regions Plan to Increase Investment in Risk and Reporting Compliance Solutions in 2017