11/03/2016
SS&C Evare Integrates with Schwab PortfolioCenter
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
Wealth & Asset Management
11/01/2016
Pershing Enhances its Lockwood Managed Solution
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
11/01/2016
Crossbridge Capital unveils CONNECT, Singapore’s first digital advisory platform for accredited investors
CONNECT is being launched by an established independent wealth manager; Crossbridge Capital, which has US$3 billion under advisement.
10/31/2016
The robots are coming! Insight from Fintech Europe 2016 by Nick Baker
The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.
10/27/2016
Wise Media Group announce new information portal “fintech-news”
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
10/26/2016
Technology Disruption Driving M&A in Wealth Management
Firms are responding to changing client expectations by snatching up other tech providers
10/26/2016
UK Government to stage fintech conference
At the moment, the UK FinTech sector is falling behind other countries’ sectors in capital investment.
10/24/2016
SS&C Technologies acquires leading CRM solution firm
Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.
10/22/2016
Blockchain – wealth managers will observe from safe distance
Wealth managers are reserved when it comes to exploring the potential use cases for blockchain, says Bartosz Golba.
10/22/2016
Focus, service and flexibility produce Fintech success for ERI
In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.
10/20/2016
Client Portal: Delivering the complete wealth picture
Go through our infographic and see how a client portal can support your business priorities, and ultimately give you a competitve edge over other organisations.
10/16/2016
Using technology in the Age of Emotion
These new entrants are taking a new approach using technology to empower customers on how to use money.
10/13/2016
The Co-operators Selects its Advisor Wealth Planning Platform
The partnership will enhance the wealth planning process for Co-operators financial advisors and clients across Canada.
10/13/2016
Which private bank has a winning strategy in Asia?
The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.
10/08/2016
Becoming a Digital Wealth Firm
Every industry has an “innovation threshold”, to borrow a term from the great management thinker
10/08/2016
Leading independent wealth management firm to Launch Online Investment Platform for High Net Worth Investors in Singapore
Crossbridge Capital, an independent wealth management firm which provides investment solutions for ultra-high net worth families, today announced plans to launch Singapore’s first digital advisory platform for accredited investors*.
10/08/2016
Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".
10/08/2016
Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent
It is important to be aware that these trends are structural and, consequently, unavoidable.