11/22/2019
Silicon Valley firm helps keep track of $1.7 trillion of assets
Addepar says assets linked to its technology are growing at an average of $10 billion a week
Wealth & Asset Management
11/22/2019
A Schwab-TD Ameritrade deal would shift 'balance of power' in digital advice
Schwab grew its digital assets by 23% year-over-year, according to the firm.
11/22/2019
Wealthspire Advisors launches Wealthspire Pathways digital wealth management solution
Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor
11/22/2019
Quilter 'not scared' ahead of its re-platforming move
Quilter platform Old Mutual Wealth (OMW) head of proposition marketing Jeremy Mugridge has said the team are "not scared" as it prepares re-platform from one technology to another.
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
New GPP Cheltenham office
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
Embark buys Zurich platform
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
Broadridge Expands Asset Management Technology Suite With Acquisition
"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 a New Top Client in Asia
Avaloq has been selected to help the bank capitalise on market opportunities and the need for enhanced, digital-led service capabilities.
11/19/2019
Fintech on a roll – but it’s not just about technology
Fintechs – the abbreviation combines “financial services” and “technology”
11/19/2019
Banks of 2030 will be in the ‘palm of your hand,’ PwC associate director says
That means the shift toward all-digital banking may accelerate.
11/19/2019
Allianz Life Partners With SS&C’s Black Diamond Wealth Platform
Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System
11/19/2019
The impact of low automation, value drivers & risk factors on digital transformation investment
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
Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance
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
Finzo selects JHC’s Neon
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
ADAM releases Code of Conduct for digital asset markets
New member firms join leading market participants to advance and align on standards of conduct
11/15/2019
Avaloq completes acquisition
The acquisition puts Avaloq at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
11/14/2019
‘Nothing is stopping’ Google from entering wealth management
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios
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.