06/26/2017
Asset managers failing to adapt to digital world
We believe the financial industry is at of the beginning of a new, digital era.
Wealth & Asset Management
06/22/2017
Digital Wealth Management Key to Winning Asian Wealth
WeChat is the most important digital channel for wealth managers.
06/22/2017
Bravura Holdings says FY revenue of $6.8 mln
FY loss $1.7 million versus profit of $3.6 million for 8 months ended March 31, 2016
06/22/2017
Hearsay and Moz Rank SEO Winners in Wealth Management
We’re seeing a steady uptick in consumers going online
06/22/2017
$1bn Canadian robo giant set for September UK launch
Our mission is to make smart financial services accessible to everyone in the world.
06/22/2017
Old Mutual Wealth replaces consultants on replatforming project
Around 20 Accenture staff worked on Old Mutual’s replatforming, but have been sent home after IFDS was kicked off the project.
06/22/2017
Investec's digital boss on why robo launch took two years
‘Investec is all about service. What we didn’t want to do was dilute that approach.
06/21/2017
Australian high-net worth investors and family offices support growing local fintech
The financing has been completed via a special purpose bankruptcy remote structure with Perpetual as the trustee.
06/21/2017
Ketan Samani: «More Than 90 Pct of Fintechs Perish»
Speed remains an important factor in the innovation process, but this year we will probably progress a little more slowly.
06/21/2017
Shariah compliant Robo Advisor ‘Algebra’ to pilot in Asia before going global
A robo-advisor is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.
06/21/2017
Aité Group Ranks NexJ's Wealth Management CRM as Top for Functionality and Technology
Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.
06/20/2017
BlackRock takes Scalable Capital stake in Europe 'robo-advisor' push
Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.
06/20/2017
Tech-Savvy Advisors Are Outperforming Their Peers
The latest Fidelity data show these "eAdvisors" have higher AUM and more HNW clients.
06/20/2017
Vanguard rides robo-advice wave to $65B in assets
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch
06/19/2017
How robo-advice is evolving across the world
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/16/2017
Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency
The paper examines the demographic and psychological factors driving decision-making among Gen X, Gen Y and Gen Z clients—with a focus on investors with $5-25 million in investable assets.
06/16/2017
Jeff Bezos Wants Your Help Giving His Money Away
Bezos has in the past donated to cancer research and education issues
06/15/2017
UBS in Hong Kong Tech Move
The aim of Hong Kong X is to provide a platform for engagement, networking and knowledge sharing amongst the business community, and the tech start-up ecosystem.
06/15/2017
Pershing Launches Its Integrated Wealth Experience
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
Avaloq completes transaction with Warburg Pincus to accelerate growth
Under the partnership announced on 22 March 2017