06/11/2021
Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.
06/10/2021
Digital anchoring of savings into investments now also in Germany and Italy thanks to targeted partnerships.
06/10/2021
Jack of All Trades vs Best Of Breed – it’s a choice
06/10/2021
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/10/2021
The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.
06/09/2021
Scalable Capital, a fast growing neo-broker and one of Europe's largest digital wealth managers, has raised more than USD180 million (EUR150 million) in a Series E funding round led by by China’s leading technology company Tencent.
06/09/2021
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
06/09/2021
Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.
06/09/2021
Article based on TWM’s webinar on moving from people vs tech to people & tech
06/08/2021
Clients will be able to schedule appointments to talk to their relationship managers online
06/08/2021
Latest release adds connectivity to existing industry tools and technologies
06/08/2021
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement
06/07/2021
Offshore Chinese asset manager replaces legacy system with Eze Investment Suite
06/03/2021
Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction
06/03/2021
Nova Ljubljanska banka and SDC implement SS&C Algorithmics' Fundamental Review of the Trading Book solution ahead of the deadline
06/03/2021
Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.
06/03/2021
New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences
06/02/2021
Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement.
06/02/2021
The hybrid platform allows the existing architecture to be combined with new applications, which is both cost-efficient and offers additional scaling potential.