06/12/2018
Avaloq Community Conference 2018
The one-day conference is packed with valuable sessions designed to help banks navigate the rapidly changing financial services industry.
Wealth & Asset Management
06/12/2018
BlackRock Woos Wealth Managers With Risk ‘X-Ray’ Tool
Morgan Stanley, UBS wealth units among those who’ve signed on
06/11/2018
Robots will help to boost wages, says Deutsche Bank
Rather than taking jobs, this should enhance them, just as previous waves of technology have, they claim.
06/08/2018
Revolut: Fintech Unicorn to Disrupt Wealth Management
Storonsky plans to provide an online equity trading platform without charging any commissions
06/08/2018
South Africa’s Central Bank Debuts Interbank Settlement System on JPMorgan’s Quorum
The South African Reserve Bank (SARB) has released its report on Project Khokha, a Proof-of-Concept designed to simulate a real-world trial of a distributed ledger technology (DLT)-based wholesale payment and settlement system.
06/07/2018
The bright future for digital in Asian wealth management
The message is that technological solutions must enable wealth managers to be flexible and to facilitate vital and useful communication
06/07/2018
RIA Assets on BNY Mellon's Pershing Platform Cross the $600B Mark
As a result, Pershing is now one of the largest custodians of fiduciary assets in the nation.
06/06/2018
The Future For Automated Advice - Wealth Dynamics
Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship
06/06/2018
Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®
Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application
06/06/2018
Broadridge partners StatPro for performance analytics
Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced a new strategic partnership with StatPro Group, the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management ind
06/06/2018
Invesco acquires Intelliflo
Invesco Ltd. has acquired Intelliflo, a market-leading UK provider of advisor-focused digital solutions.
06/06/2018
Fifth Third Bank launches digital advice platform
The platform offers 14 investment portfolios and charges an annual advisory fee of 50 basis points, “a fraction of the cost of traditional investment management fees,” the bank said in its announcement.
06/06/2018
Avaloq and IBM to build Swiss banking cloud
As part of the agreement, the Avaloq employees currently operating Avaloq’s data centers in Zurich and Lugano will join IBM in the existing locations.
06/06/2018
Avaloq and IBM to build Swiss banking cloud
The Swiss Banking Cloud will be ready for on-boarding Avaloq’s new SaaS and BPaaS clients in Switzerland in the second half of 2018.
06/06/2018
Robotic Process Automation Software - Promising New Technology
The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions
06/05/2018
ERI winner in the Transaction Processing category
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies which “have demonstrated innovation and excellence” during 2017.
06/05/2018
Credit Suisse Adds Fintech to Hong Kong Digital Push
The Zurich-bank is releasing Canopy's technology in both traditional and simplified Chinese for the Hong Kong market – a nod to Credit Suisse's biggest market in Asia.
06/05/2018
BBVA Compass Adopts SEI Wealth Platform
Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth
06/01/2018
Principal Financial Group Acquires Digital Advice Platform
The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.
05/30/2018
Basler Kantonalbank partners with Vontobel on digital distribution
Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions.