11/06/2019
Independent asset manager GAM has implemented a suite of services and solutions from Indus Valley Partners (IVP) to assist in simplifying its data architecture through automation and a “digital-first” data management model.
11/06/2019
“The problem is that with the new system in place, we cannot access the old system, cannot access that information.
11/06/2019
FNZ, a global platform as a service (PaaS) company, has completed the acquisition of Australian listed financial technology company GBST Holdings Ltd (GBST), a provider of specialist financial services technology to the capital market and wealth manageme
11/06/2019
BNY Mellon remains dedicated to broadening the scope of its digital ecosystem both by actively advancing its own solutions as well as seeking opportunities to collaborate with best-in-class external partners.
11/05/2019
With our enhanced iWealth app, customers can invest straight away
11/05/2019
HNW should be ripe for a technological makeover, but the market may not be ready yet. Martin Friel investigates
11/05/2019
"The SME workplace is a relatively untapped market in terms of closing the advice gap in this country"
11/04/2019
Guernsey continues to thrive as a centre for financial services innovation, with the island’s businesses demonstrating their appetite not only to partner with global fintech giants, but also to develop their own pioneering technology.
10/31/2019
Cy delivers designs bespoke investment outcomes for advisors’ clients based on each need for loss protection and return
10/31/2019
Nutmeg can boast £1.8bn of assets but saw operating losses for 2018 widen to £18.6m from £12.4 the year before, with increasing regulatory costs cited as a reason.
10/31/2019
Automated verification and monitoring will accelerate client onboarding and significantly reduce the ongoing regulatory burden for Contemi clients.
10/30/2019
FactSet chief says information sellers are focusing on companies rather than traders
10/30/2019
The future of wealth management will involve the combination of human advisors enabled by best-in-class technology,” said Darie Urbanky
10/30/2019
Institutional investors can now access a truly end-to-end solution for multi-asset class portfolio management
10/29/2019
"Combined with FinoComp's cutting-edge technology, the acquisition extends Bravura's wealth management offering."
10/29/2019
Despite this positive change in attitude, Wealth Managers named regulation, internal resources and expertise as the main contributors preventing them from evolving their offering.
10/29/2019
Disappointing third quarter results largely occurred on the watch of Quinn’s axed predecessor John Flint.
10/28/2019
Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.
10/28/2019
The research and consulting firm considers Objectway WealthTech Suite a complete front-to-back platform, especially mentioning its CRM, asset class support, and back office functionalities.
10/25/2019
oday, Malaysia has three licensed and fully operational robo-advisors — namely StashAway, MyTHEO and Wahed Inc.