11/15/2016
Nutmeg raises £30m and forms key Asian strategic alliance
The fundraising comes after the digital wealth manager recently published its full-year results, which showed losses had widened to £9 million.
11/15/2016
The fundraising comes after the digital wealth manager recently published its full-year results, which showed losses had widened to £9 million.
11/14/2016
The exhaustive report provides comprehensive answers and data on how to optimize the individual onboarding stages and details five best practices for each stage.
11/10/2016
Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being
11/10/2016
Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.
11/08/2016
This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.
11/08/2016
It also enables Redmayne-Bentley to comply with client reporting requirements under MiFID II.
11/04/2016
Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards
11/03/2016
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
11/01/2016
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
11/01/2016
CONNECT is being launched by an established independent wealth manager; Crossbridge Capital, which has US$3 billion under advisement.
10/31/2016
The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.
10/27/2016
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
10/26/2016
Firms are responding to changing client expectations by snatching up other tech providers
10/26/2016
At the moment, the UK FinTech sector is falling behind other countries’ sectors in capital investment.
10/24/2016
Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.
10/22/2016
Wealth managers are reserved when it comes to exploring the potential use cases for blockchain, says Bartosz Golba.
10/22/2016
In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.
10/20/2016
Go through our infographic and see how a client portal can support your business priorities, and ultimately give you a competitve edge over other organisations.
10/16/2016
These new entrants are taking a new approach using technology to empower customers on how to use money.
10/13/2016
The partnership will enhance the wealth planning process for Co-operators financial advisors and clients across Canada.