08/10/2020
Jung said Russell Investments’ PMA aims to serve wealth management firms and their advisors with the institutional-caliber solutions that have made the firm a global leader in outsourced investment management.
08/10/2020
These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.
08/09/2020
The awards are dedicated to businesses that are redefining finance and banking for the modern age and for the modern consumer.
08/07/2020
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes
08/05/2020
Through the interview William and Amrik talks about the background and origins of Contemi,
08/03/2020
Alternatives manager chooses SS&C Eze for reliability and support
07/31/2020
The three ecosystems are market ecosystems, digital ecosystems and village ecosystems.
07/31/2020
Open Banking payments use banks’ APIs to initiate a transfer from one account to another.
07/31/2020
SAP is seeking to maintain ownership of at least three quarters of Qualtrics although its plans aren’t finalized and could still change, the people said, asking not to be identified because the matter is private.
07/30/2020
The Tokyo location will initially accommodate nearly 42 employees, mostly new hires.
07/30/2020
There are two main lines of attack for cyber criminals: hacks and scams.
07/29/2020
The past five months has presented unique challenges, both professionally and personally
07/29/2020
Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.
07/29/2020
The Covid-19 pandemic could have a lasting impact on the way we live and interact.
07/28/2020
Precision LM to support combined $115 billion loan servicing portfolio
07/27/2020
Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s online retail broker.
07/27/2020
Changes in how investors and financial advisors collaborate, at first caused by Covid-19
07/27/2020
The Singapore-based asset manager has teamed up with FNZ Group to offer an app for retail investors to construct individual portfolios.
07/27/2020
StashAway currently operates in Singapore and Malaysia but plans to broaden its footprint across South East Asia on the back of the new funding.