05/16/2017
SoFi moves into wealth management
SoFi Wealth users can access their accounts via the web, as well as the SoFi Wealth app, available now for both Android and iOS.
Wealth & Asset Management
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.
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