11/12/2020
Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.
11/12/2020
KBC Group is today announcing its updated strategy and non-financial guidance.
11/12/2020
Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.
11/11/2020
Swiss private bank signs with FundApps
FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face.
11/11/2020
Ennio Carboni to Lead Product & Engineering as SS&C Eze Continues Expansion
11/11/2020
This prize is awarded to organisations that have best harnessed technology and digital solutions in the wealth management sector in Canada over the last 12-18 months.
11/10/2020
This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.
11/10/2020
This new partnership is set to enable financial institutions to use the Avaloq Banking Suite and other Avaloq platforms on Google Cloud.
11/10/2020
Act Analytics is now helping SS&C make this type of analysis available to its customers.
11/10/2020
In response to a higher volume of finance requests, they must facilitate trade more efficiently and with greater connectivity to the broader trade finance ecosystem.
11/10/2020
Superannuation members’ wish list underscores the need for technology innovation
11/10/2020
Ant refuted the comparison with Tencent or anyone else.
11/06/2020
Moving to a new engagement model…digital first!
The need for increased sales efficiencies and effectiveness is not/will not go away.
11/05/2020
FCA has no target for pension guidance uptake
At the point at which a saver indicates they would need to take guidance, providers will be expected to incorporate booking an appointment with Pension Wise into the process.
11/05/2020
ESG investing has grown significantly over the past few years as investors, businesses, governments and a range of stakeholders look to address critical challenges such as climate change, environmental damage, social inequality and discrimination.
11/05/2020
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
11/04/2020
Current times call for remote working, communication, and networking
11/04/2020
"This acquisition is an important and exciting and step forward for Delta in supporting our valued clients."
11/03/2020
By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.
11/03/2020
Wealthify, which is backed by Aviva, has seen an 85 per cent growth over the year in client numbers, now boasting more than 30,000 active customers.