03/02/2018
UBS Launches Robo-Advisor to Challenge Merrill Edge
The service costs 75 basis points, which FinaincalPlanning.com noted was higher than some of the other robo-advisory services on the market.
Wealth & Asset Management
02/23/2018
Shade Tree Advisors Selects Private Wealth Systems
"After assessing many different investment reporting solutions available in the marketplace, we determined that Private Wealth Systems was the best fit for our firm"
02/22/2018
KASIKORNBANK selects Avaloq to support future growth of KBank Private Banking
The project will be Avaloq’s first in Thailand, strengthening its position in the APAC region.
02/22/2018
Bank of the West Wealth Management launches new investment app
This unique, U.S.-specific version of the global Voice of Wealth app from BNP Paribas, Bank of the West's parent company, delivers exclusive domestic and global insights anywhere, anytime.
02/21/2018
Fidessa agrees takeover bid from Swiss banking software company
Analysts at Berenberg said the deal was consistent with Temenos’s strategy of expanding outside of core banking.
02/21/2018
Robo-adviser Wealthsimple raises $51 million to expand service
It currently manages $1.45 billion for more than 65,000 clients in the three markets it operates in.
02/20/2018
Wealth managers must go digital
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/20/2018
Keeping up with the robots
Automation may pose a threat to jobs, but it also puts an added psychological pressure on staff who have to keep pace with the robots
02/20/2018
Enough Disruption Talk, Let's Get Real
We asked Peter Schramme, Chief Business Development Officer, that question about disruption and he suggested to weaken the word a little, because every new thing that pops up is called disruption today.
02/20/2018
Swiss Fintech firm to bid for U.K. company
There can be no certainty that any offer will ultimately be made for Fidessa.
02/20/2018
BBVA Switzerland implements DocuSign tech
BBVA Switzerland is the first private banking organisation to adopt DocuSign in Europe.
02/16/2018
Edmond de Rothschild banks on LzLabs for modern mainframe alternative
Among these new features is the organization’s web terminal, designed and delivered by LzLabs
02/15/2018
OCBC Tracks Wealthy by Face
The technology recognizes customers in an instant, allowing relationship managers rapid access to their records.
02/15/2018
ERI wins Front-Office category award
The jury found that ERI “has a well-established system that is widely used and intuitive.
02/14/2018
Ultra-HNIs not keen on robo-advisors: report
Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India
02/14/2018
The Most Successful Financial Advisors Leverage Technology
In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.
02/13/2018
Kestra Financial to Offer eMoney Advisor’s Financial Planning Platform
Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors
02/13/2018
Ortec Finance becomes the latest official partner on Avaloq’s Software Exchange platform
Ortec Finance joins companies such as Thomson Reuters, Actico and UnaVista on the platform, which looks to connect the banks in the Avaloq Community with providers of specialist digital banking solutions.
02/13/2018
Indosuez Wealth Management goes digital but stays personal
Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.
02/13/2018
Kestra partners with eMoney Advisor
eMoney’s client portal will offers clients of Kestra Financial advisors a real-time, on-demand financial experience.