05/15/2017
Old Mutual's platform woes show advisers should care about tech
This is a big change – Old Mutual Wealth was £330 million into its project with IFDS, and the thick end of five years have gone by since it got on the road.
Wealth & Asset Management
05/15/2017
Digital Wealth Management platform was crowned “Best Front Office Solution”
The judging panel commented on the winning entry “Our winner has put a great deal of work into developing a user-friendly front office solution. Judges felt its focus on design and ease of use comes through very clearly.”
05/13/2017
RobustWealth Crosses $500 Million in Assets on Platform
The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017
05/12/2017
Temenos sunsets Trinovus core banking software business
A handful of banks were onboarded in 2013/14.
05/12/2017
Stacked up: Are technology providers up to the replatforming workload?
Fears grow over whether just four providers can handle the huge replatforming challenge
05/11/2017
How human financial pros can up their game to compete with robo advisers
Financial advisers need to have a strategy to deal with the advent of robo advisers
05/10/2017
New data feeds will save advisers time: ANZ
ANZ Wealth head of life insurance, Gerard Kerr, says these enhancements will save advisers time when preparing quotes for OneCare.
05/10/2017
Leveraging on India’s tech leaders
As a result, the firm quickly changed strategy to target the first-generation entrepreneurs, especially in the technology space.
05/10/2017
How artificial intelligence can give challenger banks an edge
Customers who are leaving their current bank are clearly saying that they need more value from their banks: both in monetary and experiential terms.
05/10/2017
RBC puts BlackRock-developed robo offering on hold
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
Implementing New Technology in Wealth Management Practices
At the end of the day, it’s people that determine the success of a technology investment.
05/10/2017
Trust Company Adopts SEI Wealth Platform
We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.
05/09/2017
SS&C Releases First Round of 2017 Product Upgrades
While we see other firms lagging behind on product investments, we are increasing the pace of innovation in our core solutions
05/09/2017
Asset Management Unit of Denmark’s Biggest Bank Adopts Bloomberg LQA
“Regulators are now more prescriptive about compliance requirements, urging financial firms to measure and report liquidity risk in a systematic way across their firm,”
05/08/2017
Robo advisers, digital advice, and the future of the advisory business
Financial advisers will need to develop new skills as the profession continues to evolve
05/07/2017
Defining Digital Innovation in Asian Wealth Management
Private banks and wealth managers are increasing their spending on technology at an unprecedented scale and speed.
05/05/2017
InvestCloud announces wealth aggreggation partnership with PCR
InvestCloud delivers these apps in a hyper-modular fashion using its patented Programs Writing Programs (PWP) technology.
05/04/2017
SS&C Study Reveals Private Equity Firms Increasingly Focused on Operational Efficiency, Governance & Transparency
62 percent of survey respondents cite governance and controls as why LPs would select a GP
05/03/2017
The fund managers winning from the rise of the robots
Assets in robotics-focused funds have leaped - but some analysts say the fever could be just a fad
05/02/2017
Advisors Have Benefitted From Innovation More Than Clients
Morningstar panelists agreed that improvements for customers aren’t evident yet.