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.
03/24/2021
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months
03/24/2021
Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side
03/24/2021
The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.
03/22/2021
The concept of a paperless society was conceived in 1978 by Frederick Wilfrid Lancaster
03/22/2021
Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry
03/19/2021
The portfolios are comprised of funds managed by JP Morgan AM, Natixis IM’s Mirova, Pimco, Schroders and UOB Asset Management-Robeco.
03/19/2021
Holistic wealth management. Digitally enabled. Data driven
03/19/2021
We look forward to discussing these topics
03/19/2021
The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.
03/19/2021
We’re still some way off achieving Lancaster’s paper-free vision, but the electronic world and a digital presence in everyday life is getting notably stronger each year.
03/18/2021
Fintech venture fund Illuminate Financial has closed the lid on a $100 million war chest with backing from Barclays, JPMorgan, Deutsche Boerse and IHS Markit.
03/18/2021
Our customers want to grow their client base reaching digital savvy people
03/18/2021
Achievement Demonstrates Continued Commitment to South African Economic Empowerment
03/18/2021
Julius Baer has become one of the first wealth managers to introduce a guided digital onboarding solution for clients, including a complete video identification service.
03/17/2021
High levels of volatility also affected post-trade activities.