04/08/2021
Allfunds to list on Euronext Amsterdam
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.
04/08/2021
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.
04/07/2021
Stashaway offers 12 globally diversified growth-oriented investment portfolios targeting different levels of risk, with management fees of between 0.2–0.8 percent
04/06/2021
One challenge is addressing client investments that are more complex.
04/06/2021
We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.
04/06/2021
2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops
04/05/2021
The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities
04/01/2021
That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.
03/31/2021
Technology Designed to Help Advisors Build Better Financial Futures for Clients
03/30/2021
How hybrid advisory models are transforming the industry
03/30/2021
Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.
03/30/2021
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
03/29/2021
The app also enables customers to fund their portfolios from ATM machines, facilitating crucial offline-to-online interaction.
03/29/2021
The combination of our technology, solutions and people will unlock significant value for our clients and drive long-term growth for our combined business.
03/26/2021
92% of Asian consumers say that businesses need to enhance disinfection protocols if businesses wish to restore visitor confidence when visiting leisure and entertainment venues
03/26/2021
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.
03/25/2021
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
03/24/2021
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
The exact definition of non-bankable assets can vary from source to source.
03/24/2021
In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.