03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Objectway WealthTech Suite Commended For Completeness And Usability
03/04/2021
We’re already seeing signs of challengers entering the wealth space
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Taking portfolio management activities to the next level
03/04/2021
Researchers suggest communicating in ‘bursts’.
03/04/2021
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 be one of the largest providers of integrated, end-to-end consulting, digital, cloud and IT transformation services at scale
03/03/2021
AssetMark will acquire Voyant for $145 million in a cash and stock transaction.
03/03/2021
Financial services leaders are taking steps to gain a clear advantage.
03/03/2021
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
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
The requirements have now become more closely integrated and will be delivered to the customer step by step.
03/02/2021
What fintech firms have is the cool interfaces – we know because we looked at them,» said Stefan Lecher
03/02/2021
Independent report on the UK Fintech sector by Ron Kalifa OBE.
03/02/2021
How asset managers are adjusting their IT priorities in response to COVID-19.
03/02/2021
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 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
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
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.