08/11/2020
Swiss digital bank doubles profit
The bank employs 722 staff, and is headquartered in Gland.
Wealth & Asset Management
08/11/2020
Broadridge Reports Fiscal 2020 Results
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.
08/10/2020
Russell Investments selects Vestmark to power personalised managed accounts with tax-managed overlays
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
SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center
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
Yolt wins best personal finance app at the Wealth & Finance FinTech Awards
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 Next Evolution of Wealthtech Integrations
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
Italian WM tech firm opens Zurich branch
Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes
08/05/2020
The Drivers, Challenges, Opportunities, Steps and Technologies & Tools for Wealth Management Firms
Through the interview William and Amrik talks about the background and origins of Contemi,
08/03/2020
BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management
Alternatives manager chooses SS&C Eze for reliability and support
07/31/2020
BRI announces Three Ecosystem Strategy to Accelerate Digitalisation
The three ecosystems are market ecosystems, digital ecosystems and village ecosystems.
07/31/2020
Nutmeg introduces Open Banking payments
Open Banking payments use banks’ APIs to initiate a transfer from one account to another.
07/31/2020
SAP Taps Morgan Stanley, JPMorgan for Qualtrics IPO
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
Wealth services provider Wilmer Gibson sets up new Tokyo outpost
The Tokyo location will initially accommodate nearly 42 employees, mostly new hires.
07/30/2020
Family offices need to stay cyber-vigilant in this fast-changing world
There are two main lines of attack for cyber criminals: hacks and scams.
07/29/2020
SS&C Technologies Earnings and Revenues Beat Estimates
The past five months has presented unique challenges, both professionally and personally
07/29/2020
Channels don’t tell you enough about advisor business models
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
Global internet companies: Set for a quantum leap
The Covid-19 pandemic could have a lasting impact on the way we live and interact.
07/28/2020
SS&C Expands Services to JLL
Precision LM to support combined $115 billion loan servicing portfolio
07/27/2020
KBC Bank Launches Smart Investment Assistant Matti from Bolero, Supported by Objectway
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
Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey
Changes in how investors and financial advisors collaborate, at first caused by Covid-19