05/07/2019
Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.
05/07/2019
Acumennet will also support flexibility and efficiency of operations by integrating several dealing platforms currently used by SuMiTB.
05/07/2019
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.
05/07/2019
The report covers the competitive landscape, which includes M&A, joint ventures and collaborations, and competitor comparison analysis.
05/03/2019
More people are willing to pay for financial advice, but what clients value is changing rapidly.
05/02/2019
It may sound over-simplistic, perhaps even trite, but investment managers must be clear about why they want to automate and have defined the outcomes they are seeking.
05/02/2019
The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.
05/02/2019
The RIA market is facing the same disruption and challenges being felt across the wealth management industry.
05/02/2019
The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.
05/01/2019
Digital financial services are cutting out the middleman to equalize opportunity
05/01/2019
If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.
05/01/2019
A basic level of social protection is affordable nearly everywhere
05/01/2019
In the past few years several opinion surveys have come back with similar responses to this question. Americans surveyed say that they still want bank branches for when they have issues with the bank, or because they still frequent the bank for their ever
05/01/2019
Acquisition of Rockall Expands Capabilities and Advances Broadridge’s Wealth Franchise
04/30/2019
These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll.
04/29/2019
The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.
04/26/2019
Nutmeg has been appointed as investment adviser
04/25/2019
This means wealth managers will be freed up to focus on what really matters – client relationships and retention.
04/24/2019
“As fintech and client-friendly companies come into the banking space there’s been a rude awakening,” Carroll said.
04/24/2019
This is all achievable due to technology and it is this technology that those in the private client industry wish to exploit.