02/04/2021
For the 2021 programme, the award’s judges commented on the strength of Avaloq’s submission, highlighting the evidence the firm provided on reversals and efficiency as well as the emphasis on the importance of both data integrity and speed.
02/04/2021
The quarter also took a 120bps impact from the exit of certain content services.
02/04/2021
The U.S. data security firm is reportedly planning to build its European hub in a Swiss tax haven.
02/04/2021
The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.
02/04/2021
The reports highlight that innovations in payments and digital currencies will ultimately allow banks to make domestic and cross-border transactions faster, more frictionless, efficient, transparent and cost-effective
02/03/2021
Moving Traditional Passive Investing and Personalization Forward through Individual Stock Ownership
02/02/2021
The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.
02/02/2021
The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.
02/02/2021
The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.
02/02/2021
Total revenues increased 9% to $1,055 million from $969 million in the prior year period.
01/29/2021
The study finds that self-directed and advisory clients’ needs are rapidly changing.
01/29/2021
Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness
01/29/2021
LSEG is focused on delivering the benefits of the transaction helping customers to access data, trading tools, analytics and risk management across the financial markets
01/28/2021
SEI Investments Company today announced financial results for the fourth-quarter 2020
01/28/2021
Scalable is one of the largest of a group of so-called robo-advisers in Europe which offer wealth management tools online and at relatively low cost.
01/28/2021
The segment of one concept may at first seem daunting for any institution
01/28/2021
The ability to use data analytics to improve financial awareness and planning for customers, and to help businesses improve customer personalisation and cross-selling through different channels - mobile, desktop, contact centre agents or advisors - was pa
01/28/2021
With flexible technology and extensive connectivity to post-trade applications, the solution will allow firms to leverage the benefits of a central clearing model while freeing up credit lines
01/28/2021
Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.
01/28/2021
As a result, wealth management clients are ready for more support throughout their family’s financial lives.