06/28/2021
Salerio provides seamless connectivity to DTCC’s CTM platform and Man Group was able to manage the transition of US equity trades processing via OASYS to the CTM utility without the need for vendor support.
06/28/2021
The new organizational structure will accelerate technology innovation and strategic product development in rapidly evolving markets and enhance the overall customer experience.
06/27/2021
Tanamduit claims to serve roughly 8% of the country’s 4.7 million mutual fund investors as of May.
06/25/2021
The announcement comes as the company continues to experience explosive growth.
06/25/2021
Existing investor, TTV Capital, leads round to fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform
06/25/2021
Hugo’s Gold Vault is backed by physical gold stored in an accredited LBMA (London Bullion Market Association) vault and insured by Lloyds of London
06/25/2021
The question of how to avoid greenwashing will become more prevalent as firms develop their ESG proposition.
06/24/2021
The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience.
06/24/2021
This will give Avaloq clients a direct, fully automated means of offering individual investment solutions.
06/24/2021
The bank is also hoping that the personalization of wealth management for each customer
06/24/2021
Hosted by Michelle Weber, Head of Wealth Product and Technology in Macquarie's Banking and Financial Services Group, this panel explores the trends and opportunities in the wealth platform market.
06/23/2021
The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment
06/23/2021
A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.
06/22/2021
Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth
06/22/2021
The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.
06/22/2021
Most of these can be mitigated with a combination of more data and modern technology, automating processes and bringing best practice.
06/22/2021
JPMorgan is acquiring online investment manager, Nutmeg, to augment its new digital bank for UK consumers, expected to launch later this year.
06/22/2021
Criptonite and Wave will address the increasing demand from European investors for new, secure and regulated crypto-asset investment products
06/22/2021
Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.
06/21/2021
The report is a must-read of any wealth manager in the region and provides a uniquely focused, accessible and relevant resource to support technology insights, planning, and strategy.