08/09/2017
The changes in asset management are not only fundamental, they are life threatening: the latest wave of mergers and takeovers should set the alarm bells ringing for an industry which already sees itself under threat.
08/08/2017
In terms of number of clients
08/08/2017
LGT will be specifically using the Regulatory Reporting functionality for Singapore and Hong Kong.
08/07/2017
He makes it no secret that the BNP Paribas expansion strategy is deliberate and the company is exposed to blockchain "in every way possible."
08/07/2017
The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.
08/04/2017
New York startup aided Japanese company with successful financial tech fund
08/04/2017
The firm has reported total losses of £6.4 million in 2016, but claims this was in line with its agreed targets.
08/04/2017
Trio of partnerships offers Thomson Reuters customers the resources to grow managed accounts revenue; bolsters portfolio of service provider partnerships.
08/03/2017
UBS Chief Operating Officer Axel Lehmann says AI will "fundamentally change the banking business"
08/03/2017
This means that users can now download global financial data for pricing for all security types, benchmark yield downloads and corporate actions.
08/03/2017
SEI currently manages retirement plan assets for over 350 plan sponsors worldwide, representing over $60 billion in assets.
08/03/2017
The service can be easily deactivated and reactivated as needed and is available within the latest release of XPLAN.
08/02/2017
APX and Geneva prove unstoppable this year as SS&C Advent looks at new ways of serving new clients
08/02/2017
To Enhance Risk Oversight on £21.8 Billion of Private Client Assets
07/31/2017
Swedbank AB is adding to the skills of its virtual assistant, Nina.
07/28/2017
Assets under administration increased by 46.8 per cent from the 2015 result
07/28/2017
The new product sits within the cantonal bank’s e-banking system and allows customers to implement online asset allocation via ETFs.
07/28/2017
The inspiration for wealthlab.io came to the FinFolio team as they reviewed the internal tools the company used to operate on a day to day basis.
07/27/2017
Closes Acquisition of Archway
07/27/2017
This global interest reiterates the importance many are placing on new technologies to help them solve complex business challenges.