Managers of Wealth Fintech

Outsourcing risk management and information transparency

Creating value across the extended enterprise

8 Best Personal Finance Apps: Opportunity or Threat For Asset Management Companies?

Another job that has vanished due to technology is the tax collector, as companies chose to digitize their taxes, saving money that would’ve been otherwise spent on hiring more employees.

Managers prepare for MiFID II by shifting gears with research

Money management firms are grappling with a requirement under incoming rules that will change the way they access and pay for research. The second iteration of the Markets in Financial Instruments Directive, a European regulation set to come into force J

Shift in Mobile Technology Adoption Curve Good News for Banking

As functionality increases, these usage numbers are only going to rise.

AIA Group picks Eagle Investment Systems for Ibor solution

Hong Kong headquartered AIA is the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets across the Asia-Pacific region.

71% not confident advising SMEs on challenger banking products

A recent poll conducted by Bridging & Commercial found that 71% of professionals were not confident advising SME clients on specialist or challenger bank products.

To- big-to-fail banks rapped for lax risk practices

The report is based on the results of a self-assessment survey completed by authorities having supervisory responsibility for G-SIBs and reviews progress in implementing the Principles during 2016.

Proliferating AI-backed tools remake wealth management

CRM giant Salesforce is the latest entrant into this arena, dubbing its new cloud-based predictive analytics tool "Einstein"

Asia's first family office robo adviser platform due for launch

Marvelstone Capital is regulated by the Monetary Authority of Singapore, which approved its licence as a registered fund management company in August last year.

political uncertainty the year's defining trend

Linedata releases results of its seventh annual survey of the global asset management industry

Wealth Management in 2017: Oh, the Humanity!

At the 2017 CFA Institute Wealth Management Conference, speakers explored different aspects of the adviser’s role and the ways that a human perspective can be applied to deliver value to clients.

Equifax survey finds that 56% of UK customers prefer biometric banking

UK consumers are growing tired of traditional authentication methods and would rather use biometrics

North Korea’s ambition seen in a bid to breach global banks

The Polish banks took the hackers bait, the scheme was detected fairly quickly, and there is no evidence that any money was stolen from the intended targets.

Engaging a system integrator to orchestrate your core banking transformation

This paper aims to demonstrate the value of engaging a system integrator (SI) in any core banking transformation and to introduce a set of selection criteria to guide decision-makers in selecting the right SI.

5 hottest trends in FinTech

Interestingly, all appear to be on a pattern that is headed towards the democratization of the financial industry, to the benefit of everyone.

Is Your Bank’s Sales Strategy Digital-Ready?

To better understand the progress being made at the largest financial organizations globally.

Advertisers' Digital Marketing Skills Remain Stagnant

Worse, two-thirds of the companies surveyed gave themselves a 60 or lower. In grading terms, that’s a D-minus, at best.

Applying blockchain in securitization

Opportunities for reinvention

Despite Brexit chaos, people are more optimistic about the London tech sector than ever

Respondents were more optimistic about Britain than ever, despite the looming spectre of Brexit.

Can banks really win in the payments business of the future? – new Finextra report

Payments transformation is a force that cannot be ignored

Research