05/16/2019
The future rich of this world expect what is perhaps better termed «traditional qualities» of their relationship managers, a study compiled by Credit Suisse and the Young Investors Organization showed.
05/15/2019
Technology can help plan sponsors and advisors, and others, respond more swiftly to market shifts and changes in accounting procedures.
05/15/2019
The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.
05/14/2019
Taken together, these capabilities allow wealth managers to enrich their client interactions with better, more timely information
05/10/2019
Judo Bank selects cloud-native, cloud-agnostic Temenos T24 Transact to transform the SME experience
05/10/2019
MADA Capital is a financial group based in Dubai, providing financial services and advisory including asset management, fund management and growing wealth for individuals, family offices and institutional investors through tailor-made solutions and global
05/09/2019
It is not possible to even list all the features in a review of this length, but this is a system for firms who want to engage with wealth clients across all generations.
05/09/2019
Forty per cent of existing jobs at financial firms could be automated with current technology, McKinsey said.
05/08/2019
The two companies have collaborated to integrate Integraal’s Solutions for Finance suite into ERI’s OLYMPIC Banking System software package using an API.
05/08/2019
Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets
05/08/2019
You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.
05/07/2019
We’re making progress on understanding our contribution to climate goals, but cannot go it alone
05/07/2019
Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.
05/07/2019
Acumennet will also support flexibility and efficiency of operations by integrating several dealing platforms currently used by SuMiTB.
05/07/2019
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.
05/07/2019
The report covers the competitive landscape, which includes M&A, joint ventures and collaborations, and competitor comparison analysis.
05/03/2019
More people are willing to pay for financial advice, but what clients value is changing rapidly.
05/02/2019
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.
05/02/2019
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.
05/02/2019
The RIA market is facing the same disruption and challenges being felt across the wealth management industry.