Managers of Wealth Fintech

Wealth Management Clients Want Simple and Connected Solutions

More people are willing to pay for financial advice, but what clients value is changing rapidly.

Think you're ready to automate your client reports? by Marc Dukes

It may sound over-simplistic, perhaps even trite, but investment managers must be clear about why they want to automate and have defined the outcomes they are seeking.

Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is facing the same disruption and challenges being felt across the wealth management industry.

Making the switch from PortfolioCenter to Black Diamond

The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.

Banking on the Future of Women

Digital financial services are cutting out the middleman to equalize opportunity

Empowering women is critical for the world’s economy and people

If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.

Hardly Anyone Is Too Poor to Share

A basic level of social protection is affordable nearly everywhere

Is there a role for the branch in the digital world?

In the past few years several opinion surveys have come back with similar responses to this question. Americans surveyed say that they still want bank branches for when they have issues with the bank, or because they still frequent the bank for their ever

Dublin fintech outfit snapped by Broadridge

Acquisition of Rockall Expands Capabilities and Advances Broadridge’s Wealth Franchise

A Corporate Finance Approach To High-Net-Worth Individuals

These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll.

Brooks Macdonald launches Decumulation – a new approach to retirement planning

The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.

Robo-adviser expands into Asia in B2B partnership

Nutmeg has been appointed as investment adviser

JHC transforms digital landscape for wealth managers

This means wealth managers will be freed up to focus on what really matters – client relationships and retention.

Wealthfront’s new high-yield accounts bring in $1 billion in just a few months

“As fintech and client-friendly companies come into the banking space there’s been a rude awakening,” Carroll said.

Connected Wealth Management

This is all achievable due to technology and it is this technology that those in the private client industry wish to exploit.

How tech founders are trying to disrupt — and replicate — the Giving Pledge

Silicon Valley billionaires can make promises to give away fortunes to charity. Why can’t the rest of us?

Enterprise Risk Management Software Market to Witness Huge Growth by 2025 with Key Players like IBM, Oracle, SAP, KPMG, Misys, Experian, Riskdata, and Fiserv

Enterprise Risk Management Software Market Report includes a comprehensive analysis of the present market. The report starts with the basic Enterprise Risk Management Software Market overview and then goes into each and every detail.

Envestnet Selects INVENT for Systems Architecture and API Strategy Partnership

Innovative software development consulting firm will help service and deliver Envestnet's OpenENV API for Enterprise Clients

Avaloq unveils fintech platform

avaloq.one aims to seamlessly connect leading fintechs and their solutions, to Avaloq’s global financial clients.

Wealth & Asset Management