07/01/2020
I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.
07/01/2020
Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning
07/01/2020
As with most technology, the rise in uptake of smart-home products will continue to grow:
06/30/2020
Despite the challenging market conditions and the impact of the coronavirus pandemic
06/30/2020
The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.
06/29/2020
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.
06/26/2020
Annual advisor conference is reimagined online
06/26/2020
PictureWealth also closed a $12 million late-seed funding round, comprising of private equity and debt.
06/26/2020
Central Provident Fund members can invest all but S$20,000 (US$14,407) of savings in their ordinary accounts in any investment products under the CPFIS.
06/26/2020
The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.
06/26/2020
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/24/2020
New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups
06/24/2020
The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.
06/24/2020
It will be able to offer services to retail clients in the Special Administrative Region
06/23/2020
Technology groups are well positioned to offer bespoke financial products for the affluent, report finds
06/22/2020
The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
06/22/2020
Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.