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
Wealth & Asset Management
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.
10/25/2019
Good Capital, EMVC write cheque to wealth management startup Wealthy.in
Wealthy.in, which is operated by Buildwealth Technologies Pvt. Ltd, was co-founded by Aditya Agarwal and Prashant Gupta.
10/24/2019
Allfunds Bank SA’s Strategic Partnership With BNP Paribas
As a result of this transaction, which is subject to regulatory approvals and any required consultations and which is expected to close before the end of 2020, Allfunds will open new offices in Paris and Warsaw.
10/24/2019
Quantifeed partners with Everbright Sun Hung Kai to launch robo-investment solution in Hong Kong
EBSHK Direct AI-Portfolio Investing provides investors access to an entire portfolio of 5 to 20 Hong Kong stocks or Hong Kong ETFs developed using smart analytics and quantitative research, according to a press release by Quantifeed.
10/24/2019
Morgan Stanley Wins Three Industry Awards
Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and Morgan Stanley Impact Quotient are cited
10/24/2019
Avaloq joins UK’s Fintech Alliance
Avaloq has seen its UK presence expand significantly over the past two years
10/23/2019
Culture change is the biggest barrier to digitisation
The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.
10/22/2019
How Principal is ramping up its wealth management as other insurers exit
Other insurers are staying or boosting their investment.