Managers of Wealth Fintech

Citi Private Bank Issues New White Paper Family Offices and Cybersecurity

The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention

Rise of the technophobe - education key to tech adoption, says HSBC

The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people

Vanguard to seize wealth management industry with its digital platform

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years

Goal-based Investments in the Digital ERA

User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.

Wealth Platform Hits Record

The company’s growth has been underpinned by a strong team who are focussed on delivering better outcomes for advisers, their clients, licensees, fund managers, stockbrokers and shareholders.

Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing

There’s no hand holding for times when markets sag and the frightened flee.

SIX Financial Information sweeps the board at the Inside Market Data and Inside Reference Data awards

As the global regulatory landscape evolves, innovation is key to ensuring that market participants adjust seamlessly to new rules.

Tarrant: Artificial intelligence will disrupt the hedge fund model

Tarrant has also expressed confidence that it is the young and emerging fund managers who will eventually reap the full benefits of machine learning

WealthTech company is building a “hybrid robo” wealth manager

Over the last 18 months, the team behind Prumentum has been working on a dual-track strategy to provide a mix of technology and human advice

It’s time to stop robo-advice mislabelling

‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’

Will Robo-Advisors Disrupt Conventional Wealth Management? The State Of The Robo-Advisory Landscape

Consider these insights on the effects of robo-advisors on the traditional wealth management industry.

Dion Global launches Integrated Wealth Management and Trading Platform

Enabling stockbrokers to expand their business model into wealth management

People are twice as likely to trust a robot for heart surgery than with their savings, finds study

Just 7 per cent of people would trust a robot with their savings, versus the 14 per cent willing to submit to a machine for heart surgery

UBS SmartWealth: an ‘intrapreneurial’ success

Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.

Bravura Solutions wins new client in South Africa with STANLIB Wealth

STANLIB is a leading South African wealth manager with a presence in nine African countries.

Technology: reshaping the future of wealth management

Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.

Ignition wealth announces digital advice solution for users of leading platform

We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.

How To Ensure Cloud-Based Tech Vendors Are Truly Secure Partners

If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.

Wirehouses use predictive analytics to shore up goals-based planning

Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience

Robo-advising platforms carry new risks Hands off—guard up

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

Wealth & Asset Management