06/11/2021
Why All RIAS are on a Digital Transformation Journey
An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.
Wealth & Asset Management
06/11/2021
Refinitiv Workspace for Wealth Advisors chosen for Nomura's International Wealth Management business
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
everyoneINVESTED included in WealthTech100 list
Digital anchoring of savings into investments now also in Germany and Italy thanks to targeted partnerships.
06/10/2021
Objectway & FSL Strengthen Relationship
Jack of All Trades vs Best Of Breed – it’s a choice
06/10/2021
Online trading group plans expansion into wealth management
“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
Instant Payments: Innovating the Way We Pay
The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.
06/09/2021
Scalable Capital raises more than USD180m in Series E round
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
Broadridge Expands Wealth Management Capabilities
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
06/09/2021
Democratizing Wealth Management
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
Playing to strengths – How can technology and people work best together?
Article based on TWM’s webinar on moving from people vs tech to people & tech
06/08/2021
Standard Chartered unveils wealth management app
Clients will be able to schedule appointments to talk to their relationship managers online
06/08/2021
Broadridge Collaborates with AWS to Extend its Private Market Hub, the Industry-Leading Private Equity Blockchain Solution
Latest release adds connectivity to existing industry tools and technologies
06/08/2021
Mashreq partners with Comarch to digitize wealth management and enhance customer experience
A comprehensive suite of new digital technologies as well as a strong client experience
06/08/2021
Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement
06/07/2021
CSOP Asset Management Ltd. Chooses SS&C to Support Operations
Offshore Chinese asset manager replaces legacy system with Eze Investment Suite
06/03/2021
Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital
Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction
06/03/2021
SS&C Signs Multiple Clients to its FRTB Solution
Nova Ljubljanska banka and SDC implement SS&C Algorithmics' Fundamental Review of the Trading Book solution ahead of the deadline
06/03/2021
Effective change – the importance of aligning strategy, culture and compensation
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
What’s the new digital playbook for wealth management?
New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences
06/02/2021
Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform
Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement.