04/05/2017
JHC’s proven, highly-scalable and automated technologies—combined with their track record of working with financial institutions like ourselves and the high and sustained levels of investment in their business — gives us a huge amount of
04/04/2017
Industry leader's entry into business could fuel decline in costs
04/04/2017
Regtech, cloud solutions key to scaling advisors’ practices
04/04/2017
Management giant becomes latest to surrender to quantitative push
04/04/2017
Family offices in Singapore recorded an average return of 1.2 per cent in 2015, according to the Global Family Office Report by Campden Wealth Research and UBS.
04/03/2017
Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.
04/03/2017
Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.
03/31/2017
Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis
03/31/2017
Automation and big data mining are helping human planners compete
03/31/2017
Digital technology – the web-based channels, tools and applications that enable a more-transparent and real-time understanding of a client’s investments – make hybrid models possible.
03/30/2017
Since January 2017, the Finantix professional services team has led the implementation, initially based in Switzerland.
03/30/2017
Many fintechs rely on their users providing access to the data from their bank accounts, and use third-party intermediaries like Envestnet Yodlee and Intuit to access that data.
03/30/2017
Scalable Capital went live in the UK in summer 2016.
03/29/2017
DST expects the consolidated IFDS U.K. businesses to contribute approximately $440 million of incremental annual operating revenues upon acquisition
03/29/2017
“Is the risk of doing something greater than the risk of doing nothing?”
03/28/2017
The QIA has about $334 billion of assets according to industry tracker
03/28/2017
Automation would bring benefits
03/28/2017
While Humans is obviously a fictional construct, there is insight to suggest that it presents a not-too distant future.
03/27/2017
This is the first time UK employees from across the Allianz family have had access to a wealth management solution in this way.
03/27/2017
Private Equity Buys Avaloq Stake