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.
11/15/2018
The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed
11/14/2018
As such, banks like Standard Chartered have to digitize front-facing processes or risk losing their customers.
11/14/2018
Increasing headcount is no longer the answer, but reducing investigation time and making smarter decisions is.
11/14/2018
Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.
11/14/2018
Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.