07/13/2017
Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.
07/13/2017
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/13/2017
Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet
07/12/2017
Underscores value of market-leading technology in providing retail access to alternative investments
07/11/2017
Quantifeed's model portfolio includes a selection of companies leading the development of self-driving cars, including technology providers and vehicle part suppliers.
07/11/2017
According to a white paper by Panoramix, performance reporting can costs hundreds of thousands of dollars per year.
07/11/2017
Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.
07/11/2017
Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.
07/11/2017
Silverhorn is a leading wealth management boutique with a core focus in Asia.
07/11/2017
The solution will provide more robust reporting and analytics, and will improve transparency and auditability.
07/10/2017
London-based Nutmeg will also benefit from access to Fidor’s digitally savvy customer base providing them with the opportunity to open fully managed investment portfolios on the digital wealth manager’s platform.
07/07/2017
Technology will eventually become an issue.
07/06/2017
RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.
07/06/2017
Natixis Asset Management has been testing a new blockchain-powered fund management tool. Moody's sees this as "credit positive" for asset managers.
07/06/2017
SEI has about 3,200 employees working out of its Oaks headquarters.
07/06/2017
We have always believed that our monthly topic meeting has been one of the keys to success of the program.
07/05/2017
The recent successes with our flagship solution, Figaro, taken up as a managed service by Alliance Trust & Savings and by James Brearley & Sons, proves that wealth management firms are keener than ever to de-risk their investments in technology.
07/02/2017
Robo-advisers are lying in wait to pick off clients from traditional wealth management firms which must modernise or face an uncertain future in a data-driven world
06/30/2017
Prabhakara says the consolidated view of their accounts helps clients gain insights into their assets and set better investment objectives.
06/29/2017
The technology enables banks to automate their offerings and integrate them fully in the core banking system