03/16/2017
Uncluttering the Robo Space: What’s the Winning Model for Automated Advisors?
The new service is for clients with at least $25,000 investments.
Wealth & Asset Management
03/16/2017
Flynt: False Assurances
Flynt has enough capital to get a banking license.
03/16/2017
Nest Wealth Pro Selected by Leading Canadian Wealth Management Firm
Specifically, clients benefit from sophisticated portfolio management and increased functionality and transparency while advisors are supported with best-in-class technology
03/15/2017
Avaloq maps out Asian growth path
Peter Scott of Avaloq explains some of the firm's priorities in 2017 for growing the business in Asia, especially in terms of business process outsourcing (BPO).
03/15/2017
HUB24 wants to help stockbrokers become wealth managers
It's part of the market that hasn't been embraced by platform providers, and they need slightly different things because of their heritage and where they come from.
03/12/2017
What You Can Expect From FinTech in 2017
New doors has opened for finTech will be explored in 2017
03/10/2017
Wealth management goes digital with Bambu
Services include digital strategy and backend integration
03/09/2017
InvestCloud Wins Double at Family Wealth Report Awards
InvestCloud was 'highly commended' in the CRM category
03/09/2017
Connect by Crossbridge Introduces First Digital Onboarding to Singapore Accredited Investors
Digital onboarding will streamline the user sign-up journey by utilising e-sign technology for all required documentation.
03/09/2017
Van Lanschot launches interactive investment advice app
The app provides clients with a comprehensive view of their investment portfolios and returns, while putting them into easy and swift contact with their personal investment advisers if they choose.
03/09/2017
Wealth management goes digital with Bambu
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
03/08/2017
Breaching the mobile frontier for structured products
The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.
03/07/2017
City Financial teams up with Novia Global for DFM range
The funds will be marketed by Global Wealth Management Solutions which focuses primarily on global intermediaries.
03/06/2017
Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says
Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.
03/03/2017
Harrods Bank implements Temenos T24 core banking system
Harrods decided to replace it with FIS’s Profile core banking system.
03/03/2017
JPMorgan wealth management head casts doubt on robo advisers
Mary Erdoes says customers will want human interaction once markets become tougher
03/02/2017
Fiserv wins 2017 Private Asset Management award for best technology platform
Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience
03/02/2017
Summitas Wins Private Asset Management's 2017 "Best Cyber Security Solution" Award
Similarly, HPM Partners has been consistently ranked among the top wealth managers by PAM, Forbes, Financial Times
03/02/2017
Credit Suisse Asia Pacific partners fintech firm Mesitis to offer aggregation platform
The Swiss private bank is also pushing out in the region a fully front-to-back automated digital client onboarding application.
02/28/2017
Bravura continues to grow
Bravura Solutions recorded a 10% increase in wealth management revenue in the half-year to December 31 2016.