04/04/2019
Brace For Holistic Advice ( And Please, Trash That Outdated Technology)
There are risks in scaling technology and maybe some resistance to change.
Wealth & Asset Management
04/01/2019
Avaloq chairman unleashes entrepreneurial flair for social good
Financial technology is a big growth sector, and one hugely successful fintech player is utilizing his entrepreneurial flair and know-how to aid social ventures in rural India
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/29/2019
Goldman Sachs loves investing in “unloved” fintech firms
The PSI group was started in 1999 and has more than $1 billion worth of stakes in companies around the world.
03/29/2019
PINTEC Helps Bank of Nanjing Develop New Generation Digital Wealth Management Solution
PINTEC Helps Bank of Nanjing Develop New Generation Digital Wealth Management Solution
03/29/2019
Swiss fintechs team up to launch new platform
The tool, which will be available mid-May, will be used by Aquila.
03/28/2019
Digital wealth manager Nutmeg targets 'seven figure sum' in crowdfunding round
The company secured a £45m investment from Convoy and Goldman Sachs in January this year.
03/28/2019
The future is in the cloud, says Avaloq
Swiss-based software company Avaloq says the demand for technological-based financial services will grow with a new generation of wealth, such as the shift to cloud banking
03/28/2019
Addepar Expands Senior Services Leadership
Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations
03/27/2019
Objectway unveils Financial Chatbot at AI conference
A new service model for informative and proactive investment operations
03/27/2019
Technology Leaders Outline the Future of the Business
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Equisoft and VieFUND launch a one-stop back-office & wealth planning solution
Single-Sign-On and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform.
03/26/2019
Wealth managers can adapt to digital assets and thrive
The market has been volatile and many of the products are unregulated: digital assets are undoubtedly higher risk than traditional mainstream investments.
03/26/2019
Minority of Millennial Investors in U.K. Favor Robo-Advisors
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
Avaloq announces strong 2018 results, driven by international expansion, new solutions and client growth
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
Milleis Banque chooses OLYMPIC Banking System as its SaaS platform
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam Asset Management selects AQMetrics to provide AIFMD Annex IV regulatory reporting
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/26/2019
Avaloq announces strong 2018 results
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.