01/14/2019
CreditEase Wealth Management is committed to becoming a long-term partner to our HNWs in terms of investment, quality of life, succession, education and philanthropy, and providing all-round services in all these areas.
01/11/2019
In previous years, traditional wealth managers across the globe had a widespread level of agreement that robo-advice would seize market share.
01/10/2019
The analyst is aware that IRESS is currently grappling with structural change in the investment management industry, including the loss of market share by active fund managers to passive and automated investment products.
01/10/2019
The fully-customizable platform is a trusted, flexible solution for financial institutions of all sizes and ensures a seamless online experience for end users.
01/09/2019
Customer service can be improved by better communications and management of the election / instruction processes, and potentially extended into the provision of proxy voting.
01/09/2019
Objectway has been working closely with Pershing since July 2017 to phase in all the required services.
01/09/2019
The acquisition will further strengthen Accentures ability to provide innovative services to clients in the private-banking and wealth-management space globally.
12/31/2018
When family investment portfolios lack allocation to private tech, it's a missed opportunity both for the families and the tech entrepreneurs in need of investment capital.
12/23/2018
Axia is an advanced web-based investment management platform that is continuously being enriched with new and innovative tools, offering a competitive user experience across functions, creating added value to the Firm’s internal operations, client-f
12/21/2018
Adviser Ratings chief executive of wealth Mark Hoven said the aim is to increase overall system transparency while lowering transaction costs through smart data and analytics for a range of activities that occur between participants in the channel.
12/21/2018
GeoWealth's cloud-based wealth management technology platform provides advisors a comprehensive suite of features to efficiently manage their practices.
12/20/2018
The awards were presented in Zurich on 12 December 2018.
12/20/2018
A separate survey of 90 European banks by Deloitte found that about half are planning to use PSD2 to become an Account Information Service Provider
12/19/2018
Avaloq firmly believes that institutions that provide greater access and engage openly with third parties will be in a better competitive position and will be able to turn PSD2 regulation into an opportunity to better connect to their clients’ needs
12/17/2018
The launch of the vision was headed by Ahmed Aboul Gheit, the Secretary General of the League of Arab States, and members of Arab States from Arab Ministers visiting Abu Dhabi and attending Arab Ambassadors to the UAE.
12/17/2018
Xen will be targeting accredited investors in Asia, including Hong Kong and Singapore, according to Katrina Cokeng, Singapore-based co-founder and CEO of the firm.
12/17/2018
This Market Guide provides Gartner’s initial coverage of the market and focuses on the market definition, rationale for the market and market dynamics.
12/17/2018
“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.
12/17/2018
The perception of reputational risk is also changing
12/16/2018
SS&C’s Bill Stone takes home Lifetime Achievement award as Pershing, Trident Trust, Ultimus, Digital Asset, BNP Paribas and Morgan Stanley all win big.