06/29/2021
World Wealth Report 2021
The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools
Research
06/29/2021
Digitalisation and sustainability are top priorities for consumers in the Middle East, PwC report says
The PwC Middle East report charts the shift in consumer attitudes after a period of upheaval
06/29/2021
Refinitiv releases findings of 2021 Financial Crime in the Middle East and North Africa survey
Covid-19 put an enormous burden on the risk and compliance functions in a very short amount of time
06/23/2021
Study Finds That Digitally Mature Companies Saw Valuations of 23%, on Average, Above Precrisis Levels Within Six Months of the Pandemic’s Start
The study revealed that despite major declines at the start of the pandemic, companies deemed the most digitally mature saw valuations 23% above precrisis levels, on average
06/10/2021
Going for growth
Automating the client lifecycle
06/09/2021
SS&C Intralinks Sees Steady Increase in Global Mergers & Acquisitions Activity in Q3 2021
Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year
06/07/2021
The future of wealth management is hyper-personalisation, says Objectway survey
The paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management
06/03/2021
Research report: Managing the client lifecycle
Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.
06/02/2021
A&M Taxand 2021 Global Guide to M&A Tax
The past year also left the markets wondering whether a trade deal would ever be struck between the UK and the European Commission as the Brexit deadline loomed.
06/02/2021
Financial Advisers under 45 want more from their tech stack
Shows that financial advisers under the age of 45 are more likely to work in firms that spend more on tech
05/21/2021
Benchmark for Sustainable Banking - Research Report
The main barriers cited by banking executives to adopting sustainable behaviours varied across regions.
05/11/2021
New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge
To address innovation, digitization and resiliency, firms are modernizing and better optimizing operations through flexible architecture, cloud-based applications and data-driven insights
05/03/2021
M&A in tech, digital, media and marketing is bouncing back
Global M&A activity in technology, digital, media, and marketing bounced back in the first quarter of this year, passing pre-pandemic levels, according to a report by M&A advisory firm Ciesco.
04/23/2021
SS&C GlobeOp Forward Redemption Indicator: April notifications 2.07%
Movements in the Indicator reflect investor confidence in their allocations to hedge funds. Indicator data is based on actual investor redemption notifications received.
03/22/2021
US Wealth Technology Landscape Report
The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.
03/19/2021
US Wealth Technology Landscape Report by The Wealth Mosaic
Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States
03/05/2021
BIS reports on Big Data and machine learning in central banking
The survey contains responses from 52 central banks from all regions of the world and examines how they define and use big data, as well as which opportunities and challenges they see.
03/04/2021
Over half of retail investors undeterred by recent market volatility, according to new research
Polling conducted by cryptocurrency platform TotemFi reveals that the confidence of the majority of retail investors (54 per cent) has been unaffected by recent market volatility.
02/26/2021
Bravura reports H1 decline
Wealth management software provider Bravura has seen a 54% decline in net profits after tax (NPAT) and 38% decline in earnings before interest, taxes, depreciation, and amortisation (EBITDA) in its H1 FY21 results.
02/24/2021
WealthTech Views Report: Looking into 2021
The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.