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
Wealth & Asset Management
05/02/2017
Advisors Have Benefitted From Innovation More Than Clients
Morningstar panelists agreed that improvements for customers aren’t evident yet.
05/02/2017
New wealth management technology platform launched by RBC
"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."
05/02/2017
I Never Knew How Screwed Up Global Banking Was Until I Started My Own Bank
The deeper I went, the more overwhelming my discoveries of how shockingly inept, obsolete, and out of touch the industry is.
05/01/2017
Financial technology provider delivers next generation wealth technology platform to independent wealth management firm
Wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.
05/01/2017
An Inflection Point for Wealth Management?
Wealth management fintech solutions also seeing far less investment than products for other banking applications.
05/01/2017
Credit Suisse has deployed 20 robots within bank, markets CEO says
Chin said although technology has allowed Credit Suisse to cut back and middle office staff, headcount has remained flat
04/29/2017
BNP Paribas Wealth Management launches four new digital platforms
As a wealth manager, we develop very close relationships with our clients
04/28/2017
Financial Advice from a Robot Launches in Lux.
These systems started to emerge early this decade, but they are still a niche activity.
04/27/2017
BNY Mellon's Pershing Expands Third-Party Model Providers
The expansion of third-party model provider offerings, which include a range of ETF and mutual fund portfolios
04/27/2017
MASECO Private Wealth Selects InvestCloud
It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.
04/27/2017
WisdomTree and AdvisorEngine Strengthen Advisor Growth Program Through Key Technology Acquisition
In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine
04/27/2017
SS&C Technologies Reports 20th Straight Quarter of Revenue Growth in Q1 2017
Q1 GAAP revenue $407.7 million, Fully Diluted GAAP Earnings Per Share $0.23, Adjusted revenue $409.5 million, Adjusted Diluted Earnings Per Share $0.44
04/26/2017
Scivantage Advances the Digitization of Wealth Management with Wealthsqope
Consumers are comfortable living digitally and want to manage all aspects of their financial lives online.
04/26/2017
Why aren’t wealth managers seizing digital opportunities?
This is a serious concern for banks
04/26/2017
Avaloq introduces a new era of trustworthy banking
Investment performance is an area with significant relevance in this respect.
04/25/2017
Providing competitive asset and wealth management with in-memory computing
The investment services provider landscape itself has significantly evolved.
04/25/2017
Rise of the robot fund manager
The app will be launched in Thailand once the company wins permission from the Securities and Exchange Commission.
04/23/2017
National Bank takes minority stake in robo-advisor Nest Wealth
Canada's big banks have been ramping up their investments in technology in the face of competition from low-cost robo-advisers and other technology providers.
04/21/2017
BMO Harris Bank Launches FinTech Partnership Program with 1871
Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.