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.
10/25/2019
When carefully selected according to your objectives and implemented strategically, these programs enable higher levels of efficiency and help you to keep up with the growing demands of the business.
10/25/2019
Wealthy.in, which is operated by Buildwealth Technologies Pvt. Ltd, was co-founded by Aditya Agarwal and Prashant Gupta.
10/24/2019
As a result of this transaction, which is subject to regulatory approvals and any required consultations and which is expected to close before the end of 2020, Allfunds will open new offices in Paris and Warsaw.