11/06/2019
Tenet advisers suffer ‘chaotic’ back office switch
“The problem is that with the new system in place, we cannot access the old system, cannot access that information.
Wealth & Asset Management
11/06/2019
FNZ completes acquisition of GBST
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 Expands Digital Ecosystem and Capabilities
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
DBS automates account opening for new wealth management clients
With our enhanced iWealth app, customers can invest straight away
11/05/2019
In-depth - high net worth: The tech transformation?
HNW should be ripe for a technological makeover, but the market may not be ready yet. Martin Friel investigates
11/05/2019
Robo-adviser taps into workplace market
"The SME workplace is a relatively untapped market in terms of closing the advice gap in this country"
11/04/2019
Guernsey's fintech future…
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
WBI Launches “Cy” Revolutionary Advisor Assisted Robo
Cy delivers designs bespoke investment outcomes for advisors’ clients based on each need for loss protection and return
10/31/2019
Nutmeg expands human-led service in ongoing bid for profitability
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
Contemi Partners With Northrow To Accelerate Client Onboarding For Their Customers
Automated verification and monitoring will accelerate client onboarding and significantly reduce the ongoing regulatory burden for Contemi clients.
10/30/2019
Rise of machine trading forces data providers to pivot
FactSet chief says information sellers are focusing on companies rather than traders
10/30/2019
CI Financial Announces Strategic Partnership
The future of wealth management will involve the combination of human advisors enabled by best-in-class technology,” said Darie Urbanky
10/30/2019
Citco partners with portfolio management platform
Institutional investors can now access a truly end-to-end solution for multi-asset class portfolio management
10/29/2019
Bravura to acquire wealth management software company for $25 million
"Combined with FinoComp's cutting-edge technology, the acquisition extends Bravura's wealth management offering."
10/29/2019
Welsh Fintech Launches Its First-Ever Report Into The Wealth Management Industry
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
ALEX BRUMMER: More technology and less staff might be the start of something far more courageous at HSBC
Disappointing third quarter results largely occurred on the watch of Quinn’s axed predecessor John Flint.
10/28/2019
The bold will stay ahead of the curve in asset & wealth management
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
Objectway Wealthtech Suite Scored Highly Across All Key Areas Of Analysis In Celent Wealth
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
Malaysia regulator gives green light to two robo-advisers
oday, Malaysia has three licensed and fully operational robo-advisors — namely StashAway, MyTHEO and Wahed Inc.
10/25/2019
The 2019 Family Office Software Roundup
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.