06/15/2017
UBS in Hong Kong Tech Move
The aim of Hong Kong X is to provide a platform for engagement, networking and knowledge sharing amongst the business community, and the tech start-up ecosystem.
Wealth & Asset Management
06/15/2017
Pershing Launches Its Integrated Wealth Experience
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
Avaloq completes transaction with Warburg Pincus to accelerate growth
Under the partnership announced on 22 March 2017
06/15/2017
Macquarie shuts down direct robo-advice service
The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.
06/15/2017
Robots aren't coming – they're already here
Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.
06/14/2017
Race to harness AI dominates as digital tidal wave washes over fund management
"Adapt or die" sentiment dominates fund management talks on digital
06/14/2017
Aegon in talks with FNZ about £40bn Cofunds institutional assets
L&G's financial reports show Cofunds had £40.3 billion of institutional assets at 30 June 2016, just ahead of the sale of the platform.
06/14/2017
Robo-advising platforms carry new risks
Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
06/14/2017
How to Achieve Digital Transformation
Disruption is occurring. Here are steps to plot your path.
06/14/2017
FOX to Present Technology and Other Critical Updates for Family Offices
Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum
06/14/2017
Wealth managers shun the digital revolution
Could we see higher net worth clients switch to cheaper robo platforms?
06/14/2017
SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/13/2017
Nutmeg insists raw data beats adviser annual reviews
Mr Port said: “The key challenge will be how the regulator incorporates data and personalisation."
06/13/2017
Digital delivery of wealth management - the era of the platform?
The evolution of business models is already underway.
06/13/2017
Observations on the Asian robo market
While robo-advisory can increase productivity, instead of fully automating that process, advisers can review the client portfolio and get pre-processed advice to relay to clients.
06/13/2017
Zuger Kantonalbank Introduces Advisory e-Tool
Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.
06/13/2017
Tilney and SEI Private Banking extend contract by six years
The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.
06/13/2017
Vontobel selects Appian to undertake digital overhaul
Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.
06/12/2017
InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards
Annual awards program recognizes outstanding organizations and technologies that support financial advisor success
06/12/2017
Additiv Asia and iKonsultan Inovatama strengthen ties
The local presence of IKON’s consultants in Jakarta and their knowledge of local specificities of the Indonesian financial sector combined with Additiv’s successful track record in delivering digital investment solutions for both end-investors