10/22/2020
Global household wealth holds steady in 2020 despite economic turmoil
Estimates for Q2 2020 suggest that total household wealth is slightly up on the level at the end of last year, while wealth per adult is slightly down.
Wealth & Asset Management
10/22/2020
Cidel wins Digital Innovator of the Year
This helped Cidel grow its AUM even during the initial stages of the implementation
10/22/2020
SS&C GlobeOp Forward Redemption Indicator: October notifications 2.84%
Movements in the Indicator reflect investor confidence in their allocations to hedge funds.
10/22/2020
SEI Reports Third-Quarter 2020 Financial Results
Words can’t express our appreciation for their efforts, along with all of the healthcare and service providers who look after our health and well-being,” said Alfred P. West, Jr., SEI Chairman and CEO.
10/21/2020
How open banking is powering the future of wealth management
User onboarding, withdrawals and account aggregation all key areas for the technology
10/21/2020
Islamic finance tech giant Path Solutions crowned Best Islamic Technology Provider
FDIC board votes 3-1 to approve final rule for net stable funding ratio
10/21/2020
RPA, the software robots that finance and banking professionals need to hear about.
Imagine if processes such as invoicing, but also loan processing, credit card disputes and many more, could be automated.
10/21/2020
CH & Co. bolsters CLM offering with Wealth Dynamix alliance
Its clients span many of the top brands in retail and wholesale banking, insurance, wealth management and fintech.
10/20/2020
Why digital advisory may be future of wealth management
Digital services help cut operational costs by a significant margin, making wealth management solutions affordable and accessible
10/20/2020
Welcome to the future by Andrew Walsh, CEO, IRESS
To perform at our best we need to have the discipline to switch off and focus - we’re humans, not machines.
10/20/2020
Boosting Women in Technology in Southeast Asia
Shifting from Awareness to Action on Gender Diversity
10/20/2020
Refinitiv, NRI Launch Refinitiv BETA and I-STAR/GX
The high-volume solution offers a single-stock record across all asset classes and markets, driving domestic and international corporate actions processing.
10/16/2020
Asian banks must get digital strategy right to keep edge over virtual peers
Shares of Asian banks have been hit this year amid high provisions to cover for potential bad loans due to the coronavirus pandemic, prompting banks to reduce dividend payments.
10/16/2020
London fintechs weather the storm as digital adoption accelerates
San Francisco follows with 107 deals and Paris comes in second in Europe, with 40 deals.
10/15/2020
Avaloq signs its first Taiwan-based client
The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore.
10/15/2020
What we’ve learned so far from the nextgen wannabes by Martin Whybrow
The other big question is how will the existing suppliers react?
10/15/2020
UBS Helpetica – the new platform for volunteering
UBS is launching "UBS Helpetica", a new platform for volunteering in Switzerland.
10/15/2020
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships
10/14/2020
The New Customer Relationship in Wealth Management
Whilst the promise of new products has been largely unrealised, banks have been forced to embrace digital to stay ahead of the disruptors, and arguably are providing a better service as a consequence.
10/14/2020
Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace
Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio