12/07/2018
RBC Wealth Management - U.S. launches Client Risk Prevention Division
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients
Wealth & Asset Management
12/07/2018
Folio Rolls Out Robo Platform for Advisors, Investors
The wealth management industry is experiencing a dramatic transformation.
12/06/2018
Avaloq Tackles Crypto Assets
Security and ease of use will be fundamental to the new solution
12/06/2018
Balancing the ‘digital’ and ‘human’ in the wealth management sector by Penny Lovell
We realised that the financial services community, and more specifically, the wealth management remits, were lacking any form of platform or conversation space to explore important areas.
12/05/2018
Standard Chartered plans to invest more in digital channels
With a renewed focus on strengthening its digital banking platforms to provide clients with multiple and convenient alternate banking channels
12/04/2018
SS&C Advent takes two AFTA awards
Credit for the product’s success, as the AFTA judges agreed, is directly due to the project team
12/03/2018
Football stars give backing to new app
Messi, Neymar and Beckham sign up to latest player-backed media venture
12/03/2018
Salesforce’s Chicago expansion spreads the tech wealth
Salesforce’s deals come as many of San Francisco’s 20th century corporate titans are seeking cheaper homes.
12/02/2018
TheWall: Wealth Management: It is time to go digital
They are familiar with the multitude of financial technology (fintech) offerings in the market and would not want to review hundreds of paper documents and wait for an account to be opened manually.
11/30/2018
Global Wealth Management Platform Market 2018-2025 Broadridge, Temenos, Finantix, Objectway, Dorsum
Wealth Management Platform Market 2018-2025
11/30/2018
Robo-adviser posts £3.1m loss
The company's expenses more than doubled from £213,418 to £472,832 in the 12 months to the end of May.
11/29/2018
Digitalization Is Reshaping Wealth Management - RESEARCH
In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play
11/29/2018
Advisor tech upgrades aim at 'dangerous gap' in client experience
“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
Europe’s fintechs head east to challenge Asia’s traditional banks
Nutmeg and Tandem to launch in HK while Revolut moves into Singapore and Japan
11/29/2018
RBC takes robo-advisor service national
RBC InvestEase brings convenience, speed and simplicity to fit Canadians’ busy lifestyles
11/28/2018
Old Mutual Int’l launches risk profiler app
Tool helps manage client expectations of potential returns
11/26/2018
Standard Chartered: The Bank of the Future is Platform-Based
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
BNY Mellon investing in more tech to boost private wealth and institutional business
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
11/21/2018
JHC Neon signs Ireland’s largest wealth manager
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 buys German robo-adviser
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.