11/21/2019
New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector
This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between.
11/21/2019
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
"This acquisition aligns to Broadridge's strategy of providing a true cross-asset platform to enable asset management clients to have a single view into their entire book of business."
11/19/2019
Avaloq has been selected to help the bank capitalise on market opportunities and the need for enhanced, digital-led service capabilities.
11/19/2019
Fintechs – the abbreviation combines “financial services” and “technology”
11/19/2019
That means the shift toward all-digital banking may accelerate.
11/19/2019
Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System
11/19/2019
A recent study commissioned by SS&C, a survey of more than 90 senior technology and data management executives, revealed that only 18% of respondents reported full end-to-end automation at their organizations.
11/19/2019
And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.
11/18/2019
Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon – a digital dashboard for instant portfolio monitoring, risk analysis and suitability checking.
11/18/2019
New member firms join leading market participants to advance and align on standards of conduct
11/15/2019
The acquisition puts Avaloq at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
11/14/2019
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.
11/14/2019
The ‘One to Watch’ designation recognises firms for pioneering innovative technologies that solve some of the industry’s biggest regulatory challenges
11/13/2019
By 2020, consulting firm PwC expects the global asset management industry to reach $111.2trn in assets under management
11/12/2019
The portal was already based on the Avaloq platform and offers customers self-service functionalities such as a financial assistant or foreign currency orders.
11/12/2019
It will form a key component of our compliance reporting for DIMS licensing and FAP requirements across Finzo member firms.