06/08/2018
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 message is that technological solutions must enable wealth managers to be flexible and to facilitate vital and useful communication
06/07/2018
As a result, Pershing is now one of the largest custodians of fiduciary assets in the nation.
06/06/2018
Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship
06/06/2018
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 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 Ltd. has acquired Intelliflo, a market-leading UK provider of advisor-focused digital solutions.
06/06/2018
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
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
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
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
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
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
Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth
06/01/2018
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
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.
05/29/2018
KKR acquires BMC Software. Private equity firm attempts to accelerate BMC's digital transformation capabilities for IT service management (ITSM) and more.
05/29/2018
This approach has the added advantage of preventing inducement across the firm.
05/29/2018
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.
05/28/2018
The platform also comes with an automated reporting function, which the company says will help its institutional clients cut down on the manual work required to produce reports, thus saving time and boosting productivity.