12/06/2018
We realised that the financial services community, and more specifically, the wealth management remits, were lacking any form of platform or conversation space to explore important areas.
12/05/2018
With a renewed focus on strengthening its digital banking platforms to provide clients with multiple and convenient alternate banking channels
12/04/2018
Credit for the product’s success, as the AFTA judges agreed, is directly due to the project team
12/03/2018
Messi, Neymar and Beckham sign up to latest player-backed media venture
12/03/2018
Salesforce’s deals come as many of San Francisco’s 20th century corporate titans are seeking cheaper homes.
12/02/2018
They are familiar with the multitude of financial technology (fintech) offerings in the market and would not want to review hundreds of paper documents and wait for an account to be opened manually.
11/30/2018
Wealth Management Platform Market 2018-2025
11/30/2018
The company's expenses more than doubled from £213,418 to £472,832 in the 12 months to the end of May.
11/29/2018
In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play
11/29/2018
“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.
11/29/2018
Nutmeg and Tandem to launch in HK while Revolut moves into Singapore and Japan
11/29/2018
RBC InvestEase brings convenience, speed and simplicity to fit Canadians’ busy lifestyles
11/28/2018
Tool helps manage client expectations of potential returns
11/26/2018
Where banking is headed: creating and assembling platforms that go beyond the traditional financial services, writes Sebastian Wedeniwski, Standard Chartered’s Chief Technology Architect, on finews.asia.
11/23/2018
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
11/21/2018
They will also have access to clear, transparent analytics that can be accessed across all devices via Neon’s unique digital dashboard and understood by key investment personnel.
11/20/2018
Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.
11/19/2018
Cost-conscious breed of DIY clients have less capital
11/19/2018
Nucleus chief technology officer Andrew Smith says: “This new arrangement is of vital importance to the ongoing process and pace of development at Nucleus as we prepare the business for significant scale in our second decade of business.
11/16/2018
Creak has found that people have been on varying stages of the journey, having met a wealth adviser who had no access for clients online recently.