06/21/2017
Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.
06/20/2017
Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.
06/20/2017
The latest Fidelity data show these "eAdvisors" have higher AUM and more HNW clients.
06/20/2017
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch
06/19/2017
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/16/2017
The paper examines the demographic and psychological factors driving decision-making among Gen X, Gen Y and Gen Z clients—with a focus on investors with $5-25 million in investable assets.
06/16/2017
Bezos has in the past donated to cancer research and education issues
06/15/2017
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.
06/15/2017
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
Under the partnership announced on 22 March 2017
06/15/2017
The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.
06/15/2017
Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.
06/14/2017
"Adapt or die" sentiment dominates fund management talks on digital
06/14/2017
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 offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
06/14/2017
Disruption is occurring. Here are steps to plot your path.
06/14/2017
Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum
06/14/2017
Could we see higher net worth clients switch to cheaper robo platforms?
06/14/2017
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/13/2017
Mr Port said: “The key challenge will be how the regulator incorporates data and personalisation."