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.
01/28/2021
Temenos’ enhanced corporate loan origination capabilities help banks manage the entire loan lifecycle, from pre-screening to underwriting, due diligence, document capture, credit administration, acceptance and closing.
01/28/2021
Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.
01/27/2021
Investcorp iPartners was developed in collaboration with iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries.
01/27/2021
Head-quartered in Tokyo, the global asset manager will use GoldenSource Nexus to gain operational efficiencies and focus on growing the business.
01/27/2021
The increase in assets reflects the continued success of UK wealth management clients supported by GBST’s robust, scalable technology.
01/26/2021
New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible
01/26/2021
How clients and financial advisors can benefit from online services