10/19/2017
Big Tech Threat Creeping Up On Wealth Managers
Big Techs Could Emerge As Formidable Competitors
Wealth & Asset Management
10/19/2017
Temenos Targets Further Growth in Americas
Temenos Targeting Banks With More Than $10 Billion In Assets
10/19/2017
IRESS helps advisers go virtual with video meeting tool
The integration will be available to XPlan users on version 2.21 or higher.
10/19/2017
IRS Hunt for Cryptocurrency Isn’t Going Away: Expert Blog
You have to send the IRS money from something else. You either pay the employee some cash and some Bitcoin, and withhold extra on the cash.
10/18/2017
Wealth-management Venture Sees Boost from China's Belt and Road Initiatives
Partnering with FWD Group, PIVOT is banking on Southeast Asia's fintech potential, bolstered by the Chinese government's Belt and Road program
10/18/2017
Network Online With Our New Coutts Connect Service
Clients can now interact with other clients online using our exclusive networking site
10/18/2017
Appway Announces New Solutions for Financial Services
The new solution for the retail banking industry is driven by learnings from clients
10/18/2017
Temenos reports very strong Q3 results
Strong momentum across all KPIs, FY 2017 guidance raised
10/17/2017
Moneyfarm is changing the face of wealth management
Technology is an enabler, and through these firms, people are taking their financial affairs into their own hands.
10/17/2017
Standard Chartered releases digital wealth management tool
Following a conversation with their RM, a client is emailed a report with suggestions for buy/sell/hold, backed by rationale.
10/16/2017
Li Ka-shing Backs Fintech
MioTech's ability to capture, aggregate and dissect the data helps the asset managers and financial advisors to have deeper insights in serving their clients.
10/16/2017
SS&C Closes Acquisition of fund services firm
The newly acquired business expands SS&C's footprint in Canada and adds a talented management team and staff.
10/16/2017
MUFG to Focus on Wealthy Clients
The bank hopes this will make resources available to better serve the bank's wealthier clients.
10/12/2017
China's PINTEC launches Singapore robo advisor backed by insurer FWD
The firm’s technology already runs the robo services for Chinese companies including Minsheng Securities and Anbang Insurance Group.
10/09/2017
A former Goldman Sachs VP who founded a crypto hedge fund says betting on bitcoin is like betting on the internet in the 90s
It's up over 450% this year at near $4,400 per coin.
10/09/2017
How to get smarter about using data
Today, such tools are not only more economical but also help professionals make recommendations that are more rooted in fact than in intuition.
10/09/2017
Temenos Wins Major Contract
Temenos Core Banking allows banks to gain a deeper understanding of their customers, offering a highly interactive digital experience at a very low Total Cost of Ownership.
10/06/2017
BNY Mellon’s Pershing launches integrated digital front-end solutions
The technology for both solutions is supported by Objectway, an award-winning digital software solutions provider to the financial services industry.
10/06/2017
SS&C Second Annual Study Reveals Top Concerns of CECL Transition
Despite initial plans to begin early, only eight percent of banks are actively implementing requirements
10/06/2017
Digital wealth manager acquires tech behind fintech chatbot Ernest
After connecting to your bank accounts, the chatbot used natural language processing to answer questions on your financial well-being and transactions