04/08/2019
Walker Crips Commits to Dion’s Wealth Intelligence Platform
Walker Crips has been a client of Dion Global for over 20 years and this contract gives them access to new modules for Wealth Management
Wealth & Asset Management
04/08/2019
Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C
The same is happening in financial services outsourcing.
04/05/2019
Broadridge Launches Securities Lending Assessment Solution for Mutual Funds
The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.
04/05/2019
Top Image shareholders approve acquisition by Kofax
Quorum was achieved with 99% of the voting shareholders approving the merger.
04/05/2019
How Asian private banks are targeting the Mass Affluent segment- explains Avaloq’s whitepaper
This whitepaper strives to figure out the commonalities amongst the service models adopted by the banks as well as future trends.
04/04/2019
Brace For Holistic Advice ( And Please, Trash That Outdated Technology)
There are risks in scaling technology and maybe some resistance to change.
04/01/2019
Avaloq chairman unleashes entrepreneurial flair for social good
Financial technology is a big growth sector, and one hugely successful fintech player is utilizing his entrepreneurial flair and know-how to aid social ventures in rural India
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/29/2019
Goldman Sachs loves investing in “unloved” fintech firms
The PSI group was started in 1999 and has more than $1 billion worth of stakes in companies around the world.
03/29/2019
PINTEC Helps Bank of Nanjing Develop New Generation Digital Wealth Management Solution
PINTEC Helps Bank of Nanjing Develop New Generation Digital Wealth Management Solution
03/29/2019
Swiss fintechs team up to launch new platform
The tool, which will be available mid-May, will be used by Aquila.
03/28/2019
Digital wealth manager Nutmeg targets 'seven figure sum' in crowdfunding round
The company secured a £45m investment from Convoy and Goldman Sachs in January this year.
03/28/2019
The future is in the cloud, says Avaloq
Swiss-based software company Avaloq says the demand for technological-based financial services will grow with a new generation of wealth, such as the shift to cloud banking
03/28/2019
Addepar Expands Senior Services Leadership
Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations
03/27/2019
Objectway unveils Financial Chatbot at AI conference
A new service model for informative and proactive investment operations
03/27/2019
Technology Leaders Outline the Future of the Business
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Equisoft and VieFUND launch a one-stop back-office & wealth planning solution
Single-Sign-On and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform.
03/26/2019
Wealth managers can adapt to digital assets and thrive
The market has been volatile and many of the products are unregulated: digital assets are undoubtedly higher risk than traditional mainstream investments.
03/26/2019
Minority of Millennial Investors in U.K. Favor Robo-Advisors
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.