08/17/2017
The number one priority for many wealth management and advisory companies is around focusing on the customer and finding ways to differentiate themselves against the competition.
08/17/2017
Our global market information platform for institutional and retail brokers, investment managers and advisers.
08/16/2017
We are pleased to add Ether, Litecoin and Bitcoin Cash to our services
08/15/2017
The best way to illustrate the failure of the banks to adequately capitalise on the wealth-management opportunity is to compare their recent performance in wealth against life insurer and funds manager Challenger.
08/15/2017
XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.
08/14/2017
Here are some of the ways blockchain could revolutionise wealth management.
08/13/2017
Finance industry says artificial intelligence will create more opportunities
08/11/2017
This is the first time that wealth managers and private bankers will be able to access detailed and timely risk data on-the-go
08/10/2017
What about investing in bespoke digital initiatives to win a new generation of wealthy clients?
08/09/2017
The changes in asset management are not only fundamental, they are life threatening: the latest wave of mergers and takeovers should set the alarm bells ringing for an industry which already sees itself under threat.
08/08/2017
In terms of number of clients
08/08/2017
LGT will be specifically using the Regulatory Reporting functionality for Singapore and Hong Kong.
08/07/2017
He makes it no secret that the BNP Paribas expansion strategy is deliberate and the company is exposed to blockchain "in every way possible."
08/07/2017
The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.
08/04/2017
New York startup aided Japanese company with successful financial tech fund
08/04/2017
The firm has reported total losses of £6.4 million in 2016, but claims this was in line with its agreed targets.
08/04/2017
Trio of partnerships offers Thomson Reuters customers the resources to grow managed accounts revenue; bolsters portfolio of service provider partnerships.
08/03/2017
UBS Chief Operating Officer Axel Lehmann says AI will "fundamentally change the banking business"
08/03/2017
This means that users can now download global financial data for pricing for all security types, benchmark yield downloads and corporate actions.
08/03/2017
SEI currently manages retirement plan assets for over 350 plan sponsors worldwide, representing over $60 billion in assets.