12/13/2018
Banks in Switzerland, the world’s largest center for offshore wealth, are under pressure to cut costs as low interest rates and the dismantling of the nation’s banking secrecy squeeze profits.
12/12/2018
This survey shows that there is a clear need from both managers and investors alike not just for more digital adoption, but also for improving the overall quality of digital offerings.
12/12/2018
As part of this phase of the journey, Mashreq has adopted Microsoft Surface devices and Microsoft 365 (Windows 10, Office 365 and Enterprise Mobility and Security) – a solution that brings together productivity and collaboration capabilities with de
12/12/2018
Ranked just as high by clients are trust and transparency.
12/12/2018
The Risk Scanner is easy to include in the website of any financial media and is available in two versions: a white-label solution on a subscription basis, or a branded version with a revenue-sharing model.
12/10/2018
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/07/2018
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients
12/07/2018
The wealth management industry is experiencing a dramatic transformation.
12/06/2018
Security and ease of use will be fundamental to the new solution
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