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.
11/13/2018
Bringing together the ‘best in class’ software available on the market and offering cutting-edge technology, it allows wealth managers to deliver exactly what their clients need all in one place.
11/13/2018
The conclusion was that private banks’ drive to boost recurrent revenues through advisory and discretionary mandates continues to be largely thwarted, due to the continuing preference of Asia’s wealthy clients for more control of their investm
11/13/2018
Digital Wealth Insights found that Tiller excels in several areas and applauded the fact that their system enabled customers to create tailored risk-graded portfolios using life goals-based financial planning.
11/09/2018
Financial firms get feedback from disparate sources — email, chat, call center and web forms.