05/03/2018
Wealth manager acquires Finland’s first robo-advisor wealth management company
The acquisition is subject to approval by the Finnish Financial Supervisory Authority.
Wealth & Asset Management
05/02/2018
Private Wealth Systems names top FinTech solution
The company’s private cloud-based system reduces the technology costs for private banks and investment managers, while allowing for global scale in a highly secure environment.
05/02/2018
CAIS Selects SEI to Provide An Innovative Front-Office Technology Solution for Alternative Investment Platform
Strategic Relationship Significantly Enhances Advisor and Fund Manager Transaction Experience by Intelligently Digitizing Subscription Documents and Automating Manual Processes
05/01/2018
Check Point co-founder Nacht invests in Swiss fintech firm Numbrs
Billionaire entrepreneur says digital banking platforms, independent of banks, can reshape the global financial sector
04/30/2018
Stanford University Physicists Uncover Correlation between Bitcoin Transactions and Laws of Nature
According to the study, these findings may help validate and streamline procedures in the developments of drugs, and even help explain a new theory for the universe.
04/30/2018
World’s first bank where robots manage everything
The bank says the new set up will be able to handle 90 percent of the cash and non-cash demands of traditional banking outlets.
04/30/2018
ERI Wins A Prestigious Award
WealthBriefing European Awards 2018
04/30/2018
6 Billionaires Whose Fear of Death Is Fueling a Boom In Biotech Startups
Ultra-rich individuals often employ a team of professional money managers to take care of their personal wealth through what’s called a family office.
04/27/2018
HBKS buys stake in K·Coe Wealth
HBK, short for Hill, Barth & King, ranked No. 56 on Accounting Today’s 2018 of the Top 100 Firms, with $80 million in annual revenue, while K·Coe Issom ranked No. 69, with $64.55 million in annual revenue.
04/27/2018
How AI in Wealth Management Could Lead to Job Cuts
Changes in administrative functions will also transfer to compliance departments.
04/25/2018
Schwab Intelligent Advisory™ Named Winner of a Celent 2018 Model Wealth Manager Award
Celent is a global research and advisory firm for the financial services industry.
04/24/2018
Avaloq’s BPaaS solution chosen by Intesa Sanpaolo Private Bank Suisse
Intesa Sanpaolo Private Bank Suisse is the Lugano-based branch of the Fideuram - Intesa Sanpaolo Private Banking Group, the largest Italian private bank and the fourth biggest in the Euro zone. As at the end of 2017, the group had EUR214 billion in client
04/23/2018
Taviq signs product distribution deal with Singapore's New Wealth
“TAVIQ SaaS solution is the result of a collaboration with distinguished academics in psychology research and practicing wealth managers and it took us more than a full calendar year to perfect the underlying scoring system mechanism."
04/19/2018
Wealth management products make big leaps in digital sales readiness
Avoka commissioned a research team to trawl through each banking product listed on the websites of the 50 banks.
04/18/2018
UBS aims for 25% increase in advisors at wealth center
UBS Advice Advantage, built in collaboration with tech developer SigFig over a roughly 18-month period, has a minimum investment of $10,000 and an advisory fee of 75 basis points.
04/18/2018
CreditEase Wins Major Awards at LendIt Fintech USA 2018
LendIt Fintech conference is recognized as one of the largest global Fintech industry events that gathers industry leaders to explore the latest trends of financial technology
04/17/2018
Openbank extends Temenos partnership with WealthSuite
Temenos’ WealthSuite allows for a significantly enhanced client engagement through advisors or self-service digital execution.
04/17/2018
Geneos Wealth Management Inc. Joins cleverDome Inc.
Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats
04/16/2018
SS&C completes acquisition of DST
We are pleased to move forward as one company following the combination of two highly complementary market leaders,” said Bill Stone, Chairman and Chief Executive Officer of SS&C.
04/13/2018
LGT taps Appway to digitalise client lifecycle management
The vendor said that its platform will support internal collaboration across the bank’s various units by orchestrating its systems and applications, including the Avaloq core platform.