05/29/2017
Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing
There’s no hand holding for times when markets sag and the frightened flee.
Wealth & Asset Management
05/26/2017
SIX Financial Information sweeps the board at the Inside Market Data and Inside Reference Data awards
As the global regulatory landscape evolves, innovation is key to ensuring that market participants adjust seamlessly to new rules.
05/26/2017
Tarrant: Artificial intelligence will disrupt the hedge fund model
Tarrant has also expressed confidence that it is the young and emerging fund managers who will eventually reap the full benefits of machine learning
05/25/2017
WealthTech company is building a “hybrid robo” wealth manager
Over the last 18 months, the team behind Prumentum has been working on a dual-track strategy to provide a mix of technology and human advice
05/25/2017
It’s time to stop robo-advice mislabelling
‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’
05/25/2017
Will Robo-Advisors Disrupt Conventional Wealth Management? The State Of The Robo-Advisory Landscape
Consider these insights on the effects of robo-advisors on the traditional wealth management industry.
05/24/2017
Dion Global launches Integrated Wealth Management and Trading Platform
Enabling stockbrokers to expand their business model into wealth management
05/24/2017
People are twice as likely to trust a robot for heart surgery than with their savings, finds study
Just 7 per cent of people would trust a robot with their savings, versus the 14 per cent willing to submit to a machine for heart surgery
05/23/2017
UBS SmartWealth: an ‘intrapreneurial’ success
Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.
05/23/2017
Bravura Solutions wins new client in South Africa with STANLIB Wealth
STANLIB is a leading South African wealth manager with a presence in nine African countries.
05/22/2017
Technology: reshaping the future of wealth management
Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.
05/22/2017
Ignition wealth announces digital advice solution for users of leading platform
We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.
05/22/2017
How To Ensure Cloud-Based Tech Vendors Are Truly Secure Partners
If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.
05/22/2017
Wirehouses use predictive analytics to shore up goals-based planning
Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience
05/19/2017
Robo-advising platforms carry new risks Hands off—guard up
Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
05/19/2017
How technology supports the regulatory evolution
The regulator now expects the wealth manager to deliver advice to the clients.
05/19/2017
European WealthBriefing Awards 2017 ERI wins the "Transaction Processing Solution" category
The judges’ citation reveals that for the OLYMPIC Banking System: “the speed and efficiency of the winner’s system was clearly demonstrated alongside an ability to deliver projects consistently over time”.
05/17/2017
Digitalisation pioneer additiv secures multi-million Swiss franc investment
Recent successes include the launch of Natwest‘s new robo-advice offering for the UK savings and investments market using additiv’s Digital Finance Suite
05/17/2017
Old Mutual battles for reputation after dropping IFDS
Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.
05/16/2017
Third Financial Breaking New Ground with Tercero Cloud
For the hundreds of UK firms with sub £1 billion AUM, Tercero Cloud offers the three major benefits of superior technology, a low, all-inclusive charge and a completely personalised service.