04/26/2021
The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.
04/26/2021
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.
04/26/2021
Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences.
04/23/2021
We are a B2B Fintech company, providing our partners with leading-edge technology for offering mobile-first and cloud-only savings and investments services
04/22/2021
A further 76% added that they are more productive, due to the lack of commute and fewer distractions – a sentiment echoed by Rathbones fund manager Alexandra Jackson, who has experienced tangible improvements in both work performance and family life
04/22/2021
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the r
04/22/2021
Our long-term success is built on a strong foundation of advancing our suite of solutions
04/21/2021
Industry analysts predict the pandemic will only help these new, digital trends become a reality faster.
04/21/2021
Its other offerings serve wealth managers, retail brokers, custodians, and margin lenders, officials say.
04/21/2021
Total Bookings growth of 105% SaaS ACV growth of 130% Total Software Licensing growth of 26% EBIT growth of 31% FCF growth of 28%
04/20/2021
“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”
04/19/2021
As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.
04/19/2021
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
04/16/2021
Deutsche Bank’s new global head of securities services, Paul Maley, shares his thoughts on building Asia and the promise of digital in disrupting the custody business in an exclusive interview with The Asset
04/15/2021
WealthKernel works alongside ikigai’s other API financial partners, such as Railsbank, so that ikigai can focus on delivering best-in-class, premium products and services to its clients.
04/15/2021
The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.
04/15/2021
To attract and retain digitally-native consumers, Detalus taps Marstone to ensure financial wellness can be easily accessed and managed from a single platform
04/14/2021
Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey
04/14/2021
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors
04/14/2021
WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem