05/13/2020
This success is due in part to the team’s expansion, customized portfolio management, ancillary services provided by leading industry partners, and enhancements to Brinker Capital’s advisor and end-investor platform, One Wealth Life.
05/13/2020
For SIEL’s CEO, Brett Williams, social distancing measures have shown the positive role of technology in enabling more face-to-face client service rather than replacing it.
05/12/2020
For Avaloq, this is the second deal closed with a Geneva-based private banking institution in 2020.
05/12/2020
Kids, anxiety, and distance from colleagues make investors ultra-vulnerable.
05/11/2020
The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.
05/11/2020
Van Oerle previously managed Robeco’s Global FinTech equities strategy, while Vondenbusch was a senior portfolio manager.
05/11/2020
By extending the principles of open banking to open finance we could deliver transformational benefits and improve financial awareness among consumers
05/11/2020
Koh told the South China Morning Post that after its launch in China, where UBS is targeting the growing middle class, the new platform could be launched globally.
05/11/2020
The startup offers banking and accounting services to startups, freelancers, and self-employed self traders.
05/09/2020
Some of the key benefits the FCA are reviewing include greater competition, improved innovation, better decision-making and the reduction of friction.
05/08/2020
Consolidation gives well-funded market leaders the opportunity to finally occupy the fintechs’ not-so-new space, and to secure market share with young and increasingly with older clients who fall well into the “over 50s” segment.
05/08/2020
The Virtual Asset (Service Providers) Bill 2020 (“VASP Bill”) is the latest legislative development in Cayman’s ambition to become a global technology hub.
05/08/2020
Partnership provides asset managers expertise and a comprehensive end-to-end solution
05/08/2020
The importance of what we do to power global trading and wealth management, enable safe and effective corporate governance, and keep investors informed has never been greater.
05/07/2020
Why new technologies have to master ethical questions, too
05/07/2020
AI and machine learning are likely to become mainstream and will drive the need for quality data and insights.
05/07/2020
Company honors 35 professionals from 12 countries, as new global survey shows benefits of diversity to AI -- but notes that work is still needed to close gender gap
05/07/2020
SEC holds firm on June 30, 2020 compliance date.
05/06/2020
The affiliation between the two companies' offerings will provide the strongest universal multi-asset front-to-back trading solution.
05/06/2020
One of the World's Largest Workday Services Partners Will Bring Expertise in Cloud Solutions for Human Resources and Finance