08/29/2017
Top China-based Asset Management Firm Extends Partnership with SS&C
Financial services organizations in China have been leveraging SS&C HiPortfolio for more than a decade.
Wealth & Asset Management
08/29/2017
Wealth manager lets clients see all assets in one place
The portal safeguards data by using bank-level security and 128-bit encryption.
08/28/2017
Ex-Merrill Lynch WM Chief Raises $32.5M for Robo
Ellevest is entering a crowded space that includes venture capital-backed robo-pioneers Wealthfront and Betterment
08/28/2017
ERI and SWISSCOM unveil ITO & BPO offering
Financial institutions will be able to pick and choose the services they require and by doing so, fine tune their business model to their specific needs.
08/28/2017
How Canadian online investment manager is preparing to break the UK
The Canadian investing platform is coming to the UK next month, can it blow the competition out of the water?
08/28/2017
AnalytixInsight Announces Content Agreement With Africa Investor
The partnership will kick-off with the participation of AnalytixInsight in the Ai CEO Institutional Investment Summit meeting on September 18-19 in New York.
08/28/2017
RBC pilots AI-based financial insight tools
Innovations such NOMI, with its related NOMI Insights and NOMI Find & Save, are provided to clients through our RBC Mobile app
08/24/2017
SEI sees assets grow 20%
“With regulatory pressure mounting and a client desire for a multi-channel experience, we believe it is becoming a question of when – not if – to outsource non-core functions.
08/24/2017
Wealthsimple launches portfolio for Muslims adhering to Islamic banking laws
Katchen said there are only a handful of Islamic-compliant portfolio options available in Canada
08/24/2017
Bank CIC unveils robo-advisory platform
The new digital offering is an important initiative for the bank and comes in response to growing demand from younger clients.
08/24/2017
Avaloq confirms momentum with strong rise in profitability
In the first half of 2017, Avaloq continued the positive trend and further reinforced its growth strategy.
08/23/2017
China expected to be a key AI player in five years: UBS
Major application areas range from self-driving cars to speech and image recognition to personal assistant.
08/21/2017
Taiwan goes in big on AI craze
According to the China Post, the AI development plan will come from Taiwan’s flagship infrastructure bill
08/18/2017
Investment banks revive structured finance repack market
The structured securities allow buyers to alter parts of the profiles of underlying bonds, by for example turning coupon payments into floating from fixed or switching returns into other currencies.
08/18/2017
Barclays Puts in Sensors to See Which Bankers Are at Their Desks
Heat-sensing ‘OccupEye’ records usage, promotes ‘hot-desking’
08/17/2017
Digital Strategy, Legacy Systems & John Lewis – The Inconvenient Truth
The number one priority for many wealth management and advisory companies is around focusing on the customer and finding ways to differentiate themselves against the competition.
08/17/2017
Iress H1 profits down ten percent year-on-year
Our global market information platform for institutional and retail brokers, investment managers and advisers.
08/16/2017
Falcon PB adds three new currencies to bitcoin AM services
We are pleased to add Ether, Litecoin and Bitcoin Cash to our services
08/15/2017
Challenger shows the banks how it's done on wealth management
The best way to illustrate the failure of the banks to adequately capitalise on the wealth-management opportunity is to compare their recent performance in wealth against life insurer and funds manager Challenger.
08/15/2017
ClearView selects Iress Prime for scaled advice
XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.