03/04/2021
Objectway recognised by Celent among the leaders in Wealth Management Solutions in North America
Objectway WealthTech Suite Commended For Completeness And Usability
Wealth & Asset Management
03/04/2021
Open Finance - a game changer for wealth?
We’re already seeing signs of challengers entering the wealth space
03/04/2021
Wealth Management: Winning transformation strategies for a decade of major change
Swiss Financial Services in 2030
03/04/2021
Moscow-based ATON selected Axia to automate and digitilise their wealth management services
Taking portfolio management activities to the next level
03/04/2021
The communication habits of successful remote teams
Researchers suggest communicating in ‘bursts’.
03/04/2021
MoneyLion Unlocks the Exclusivity of a Private Banking Experience for All with Acquisition of Wealth Technologies Inc.
Data-driven, digital financial platform utilizes AI and predictive analytics to bring institutional quality, personalized short- and long-term advice to hardworking Americans
03/04/2021
WIPRO to Acquire CAPCO
Wipro to be one of the largest providers of integrated, end-to-end consulting, digital, cloud and IT transformation services at scale
03/03/2021
AssetMark to acquire Voyant
AssetMark will acquire Voyant for $145 million in a cash and stock transaction.
03/03/2021
Broadridge Next-Gen Technology Adoption Survey
Financial services leaders are taking steps to gain a clear advantage.
03/03/2021
SS&C Completes Acquisition of Capita's Life Insurance and Pensions Servicing Business in Ireland
The acquisition provides global solutions for SS&C clients and their customers and complements SS&C's wider asset servicing and technology offerings
03/03/2021
Broadridge's LTX Granted Patent for Innovative RFX Protocol to Significantly Improve Corporate Bond Trading
Patent covers next-generation AI and cloud technology to power RFX digital trading protocol capabilities, going beyond the limitations of other trading platforms in measuring pre-trade liquidity and promoting best execution
03/03/2021
CREALOGIX to be future partner of savings banks in private banking
The requirements have now become more closely integrated and will be delivered to the customer step by step.
03/02/2021
UBS's Stefan Lecher: «Fintech Firms Have the Cool Interfaces»
What fintech firms have is the cool interfaces – we know because we looked at them,» said Stefan Lecher
03/02/2021
The Kalifa Review of UK FinTech
Independent report on the UK Fintech sector by Ron Kalifa OBE.
03/02/2021
Harvey Nash / KPMG CIO Survey 2020: Asset Management
How asset managers are adjusting their IT priorities in response to COVID-19.
03/02/2021
SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021
We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.
02/28/2021
Profile sponsors the Digital Integration in Wealth Management 2021
Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry
02/28/2021
Front-to-Middle Office Platforms: North American Wealth Management Edition
Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.
02/26/2021
InvestCloud- emergent giant?
The combination will create a best-in-class digital advice platform for advisor networks and advisors, as well as manufacturers looking to offer their products.
02/26/2021
Millennials and financial advisors: what can wealth managers learn from growing disruptive competition
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.