03/31/2017
Nutmeg: we are better in a crisis than traditional DFMs
Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis
03/31/2017
Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis
03/31/2017
Automation and big data mining are helping human planners compete
03/31/2017
Digital technology – the web-based channels, tools and applications that enable a more-transparent and real-time understanding of a client’s investments – make hybrid models possible.
03/30/2017
Since January 2017, the Finantix professional services team has led the implementation, initially based in Switzerland.
03/30/2017
Many fintechs rely on their users providing access to the data from their bank accounts, and use third-party intermediaries like Envestnet Yodlee and Intuit to access that data.
03/30/2017
Scalable Capital went live in the UK in summer 2016.
03/29/2017
DST expects the consolidated IFDS U.K. businesses to contribute approximately $440 million of incremental annual operating revenues upon acquisition
03/29/2017
“Is the risk of doing something greater than the risk of doing nothing?”
03/28/2017
The QIA has about $334 billion of assets according to industry tracker
03/28/2017
Automation would bring benefits
03/28/2017
While Humans is obviously a fictional construct, there is insight to suggest that it presents a not-too distant future.
03/27/2017
This is the first time UK employees from across the Allianz family have had access to a wealth management solution in this way.
03/27/2017
Private Equity Buys Avaloq Stake
03/27/2017
Netwealth is close to signing its first partnership with an IFA firm and has been working on building its professional connections
03/27/2017
AUA increased by 25 percent with Net Flows up by 21 percent
03/24/2017
Trading is not as easy as it sounds, you are not able to buy a book and become a super trader overnight
03/23/2017
The company will also target middle class Asian investors in countries such as India and Indonesia.
03/22/2017
What’s important to call out is the combo of authentication and aggregation.
03/22/2017
The transaction values Avaloq in excess of CHF 1 billion.
03/21/2017
Emerald also scales in line with need, and a low-friction implementation approach