06/20/2018
Regulatory changes and the emergence of digital entrants into the wealth management space have affected the industry in several ways. These - along with the business objective of expanding the potential client base through the provision of better and more
06/19/2018
Financial services software provider Bravura has made a number of updates to its wealth management platform Sonata.
06/18/2018
Last year, mobile phone operators handed Sh500 million in mobile money deposits whose owners were not found.
06/18/2018
“When it comes to sustainable funding, African tech hubs tend to focus on demand-driven service models that solve problems and support the specific needs of an ecosystem.”
06/15/2018
The expanded solution addresses a key demand by Australian boutique fund managers – the ability to leverage proven platforms and fully service the Australian fund management sector.
06/14/2018
Younger customers demand different services, funds and approach than their wealthy parents
06/14/2018
The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.
06/13/2018
Firm betting tech will increase wallet share and move brokers towards financial planning
06/13/2018
The software was the star of BlackRock’s biannual investor day last week.
06/12/2018
The one-day conference is packed with valuable sessions designed to help banks navigate the rapidly changing financial services industry.
06/12/2018
Morgan Stanley, UBS wealth units among those who’ve signed on
06/11/2018
Rather than taking jobs, this should enhance them, just as previous waves of technology have, they claim.
06/08/2018
Storonsky plans to provide an online equity trading platform without charging any commissions
06/08/2018
The South African Reserve Bank (SARB) has released its report on Project Khokha, a Proof-of-Concept designed to simulate a real-world trial of a distributed ledger technology (DLT)-based wholesale payment and settlement system.
06/07/2018
The message is that technological solutions must enable wealth managers to be flexible and to facilitate vital and useful communication
06/07/2018
As a result, Pershing is now one of the largest custodians of fiduciary assets in the nation.
06/06/2018
Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship
06/06/2018
Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application
06/06/2018
Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced a new strategic partnership with StatPro Group, the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management ind
06/06/2018
Invesco Ltd. has acquired Intelliflo, a market-leading UK provider of advisor-focused digital solutions.