06/09/2021
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 paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management
06/03/2021
Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.
06/02/2021
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
Shows that financial advisers under the age of 45 are more likely to work in firms that spend more on tech
05/21/2021
The main barriers cited by banking executives to adopting sustainable behaviours varied across regions.
05/11/2021
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
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
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
The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.
03/19/2021
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
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
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
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
The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.
02/10/2021
Starling predicts a “losing battle” for incumbent banks failing to adapt culturally
02/09/2021
How can they reap the benefits of model portfolios that give them the necessary scale
02/02/2021
The use of fear and intimidation is a powerful tactic, making impersonation scams the most commonly recorded scam by volume (22 per cent) for Barclays in 2020.
01/04/2021
Technology will first make some buzz before becoming the norm. Here are some of the trends we will likely see in 2021.
01/04/2021
The year got people very apprehensive and disrupted a lot of things, in terms of our way of life as well as our business operations.