03/27/2017
Netwealth proves HNWs are hungry for digital
Netwealth is close to signing its first partnership with an IFA firm and has been working on building its professional connections
Wealth & Asset Management
03/27/2017
SEI Wealth Platform Delivers Another Year of Increasing Flows
AUA increased by 25 percent with Net Flows up by 21 percent
03/24/2017
“Thanks to pressure from fintechs, wealth management services are finally being forced to offer good products for their clients”
Trading is not as easy as it sounds, you are not able to buy a book and become a super trader overnight
03/23/2017
Lufax plans online platform as part of transformation from P2P to wealth management company
The company will also target middle class Asian investors in countries such as India and Indonesia.
03/22/2017
Sofi, Quovo Show Off New Wealth Management API
What’s important to call out is the combo of authentication and aggregation.
03/22/2017
Avaloq partners with Warburg Pincus to accelerate growth
The transaction values Avaloq in excess of CHF 1 billion.
03/21/2017
InvestCloud launches Emerald for robos and hybrid wealth managers
Emerald also scales in line with need, and a low-friction implementation approach
03/20/2017
ANZ inks deal with IT platform
We have some exciting developments planned for this year to enable more knowledge-based solutions to become mainstream in many organisations.
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.
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.