09/01/2019
The software supports Rowan Dartington’s multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the
08/30/2019
Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.
08/29/2019
The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.
08/29/2019
Has achieved rapid growth with both top tier and mid-market banks in the US and internationally
08/28/2019
We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.
08/27/2019
"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."
08/26/2019
Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.
08/25/2019
Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).
08/23/2019
“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”
08/23/2019
Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.
08/22/2019
INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.
08/22/2019
The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.
08/20/2019
The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv
08/19/2019
Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.
08/15/2019
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.
08/15/2019
The integration is now live and available to RIA in a Box MyRIACompliance clients.
08/13/2019
SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals
08/13/2019
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.
08/13/2019
We were looking for a business management system