03/27/2018
Nest Wealth, in partnership with Vanguard Investments Canada Inc., Morneau Shepell Ltd. and Canadian Western Trust, will allow companies to offer their employees group RRSP plans with fees under 1 per cent of assets administered through the plan.
03/27/2018
Swiss private bank Completes Rollout of Front-Office Solution
We have completed the migration of all existing front-end tools
03/26/2018
Wealth Dynamix is renowned as a market leader across Europe and helps financial services businesses meet shifting client and regulatory dynamics and has consistently pushed the boundaries of digital innovation and cloud technology on an international scal
03/26/2018
This will, for the industry, bypass all the onerous paperwork that involved filling multiple forms, taking signatures and signing photographs.
03/23/2018
Black Diamond is revolutionizing the wealth management experience with innovative, cloud-based tools that strengthen connections with clients and prospects.
03/22/2018
“People may roll their eyes in the land of wealth management and financial services, but it’s no longer a place for just banks. They don't own it anymore,”
03/22/2018
Such innovation assists clients as they invest in the opportunities arising from emerging technologies.
03/22/2018
Advice businesses are cautious about new technology
03/21/2018
Technology to Increase Transparency, Provide Seamless Client Experience
03/21/2018
A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.
03/21/2018
“The revolution in banking is that because of technology changes, customer behavior is changing every single day and their expectation is changing every day,” Carney said in an interview in Seoul. “I think we are the model for the future
03/21/2018
Unified Platform Continues Market Momentum in 2018, Providing Scalable Solution to Support Firm's Focus on Growth
03/21/2018
BML Istiharat works with more than 300 clients worldwide, including several Fortune 500 companies,
03/20/2018
"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."
03/20/2018
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
03/20/2018
It would seem that most organisations are stuck somewhere in the middle of digital explorer (26%) and digital player (29%) - some 55%, according to the opening speaker, Thomas Zink, Research Director of IDC.
03/19/2018
Adding quant-enabled wealth management capabilities to its digital platform
03/16/2018
Objectway is a TOP-100 global FinTech provider and a leader in the wealth and investment management software industry in Europe.
03/14/2018
The 2016 donations by Ballmer, Powell Jobs and Koum -- who are worth a combined $68 billion, according to the Bloomberg Billionaires Index
03/13/2018
Work is currently underway to launch the new solution to advisers of Italian lender Banca Generali.