01/09/2021
One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.
01/09/2021
The bank aims to raise this figure to between 45 per cent and 65 per cent by offering new services
01/08/2021
A key takeaway for advisors is the case for a strong digital presence in clients’ lives.
01/08/2021
In the latest Tour de Suisse roundtable, private bankers discuss how the entrance of new players such as fintechs is impacting the private banking industry.
01/07/2021
The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.
01/06/2021
Advisory firms today are deploying cutting-edge technology to offer convenience to customers on personal financial management
01/06/2021
Some 60% of Brits want to see the growth of fintech, through the expansion of mobile payments, online investing platforms and online banking, compared to just 10% who are opposed.
01/06/2021
While the situation should be kept under review, the temporary arrangement preserves the status quo, such that it is not currently necessary to implement data transfer mechanisms such as Standard Contractual Clauses in respect of data transfers to the UK.
01/06/2021
More than 80 emerging funds leverage the deep integration of Eze technology and SS&C’s fund administration services.
01/05/2021
The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.
01/04/2021
The Link Group board will continue to consider all alternatives to maximise value for shareholders.
01/04/2021
Commercial banks have been promoting their online deposit business, which helps improve the efficiency of financial services.
01/04/2021
A sluggish Swiss response to PDVSA and a stalled revision of money rinsing laws don't bode well for a looming exam. Switzerland's warm embrace of cryptocurrencies add yet another potential avenue for criminals to launder money.
01/04/2021
This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios
12/23/2020
The funding allows us to hone in on these opportunities.
12/22/2020
Avaloq and NEC will be placing great emphasis on building a strong long-term relationship.
12/21/2020
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
12/18/2020
The integration will leverage TrueLayer’s Data and Payment APIs for enabling Numbrs’ users to combine their external bank accounts in one place.
12/17/2020
Open-source: the missing piece in your digital transformation puzzle
Rapidly shifting business conditions are compelling organisations to rethink how they operate.
12/17/2020
Greater than the sum of the parts - excellence through collaboration
FinTech innovation and the need for agile, flexible wealth management operating models means technology providers should combine forces to create valuable services, says Tom Williams, CEO of Point Group