Managers of Wealth

Broadridge Reports First Quarter Fiscal Year 2021 Results

Recurring fee revenues increased 8% to $671 million from $623 million.

Bankmed embarked on digital transformation with Acumennet

Acumennet has been deployed as a Front-Middle-Risk Treasury system across a comprehensive spectrum of asset classes

Northern Trust Front Office Solutions Delivers Advanced Research Management and Investment Analysis Features for Asset Owners

New modules arm complex asset allocators with centralized investment research and analytics capabilities.

Avaloq pairs with Investment Navigator for wealthtech compliance

The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.

UBS to Invest $200M in Fintech Firms

Already, “several direct investments are in evaluation” by UBS, it said, but didn’t name any of the firms it set its sights on.

CSX digital bank offering available from today

Through its partnership with "blue", Credit Suisse is also offering its CSX clients discounted access to Swisscom's new entertainment world.

Brooks Macdonald Partners with SS&C to Transform Wealth Business

This partnership is the next step in delivering Brooks Macdonald’s vision as the leading investment manager for intermediaries, providing best-in-class adviser experience and client service through technology and innovation.

First comprehensive digital asset wealth management platform receives regualatory clearance

Opalesque Industry Update - Two Ocean Trust, a Wyoming-chartered trust company that provides wealth management services for high-net worth individuals, family offices, and advisers, announced the launch of a comprehensive suite of digital asset products a

SEI Enhances Archway Platform through Strategic Partnership

Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency

Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.

BITA Risk wins the most innovative client solution award

BITA Risk now brings practical ESG (Environmental, Social and Governance) management to the desktop for wealth managers.

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

The ascendance of a new generation of retail investors has enhanced the spotlight on this fast growing area, as has COVID-19.

What advicetech trends can we expect to see in 2021? by Emily Chen, Iress

While consumer data rights legislation officially kicked off in July this year, it won’t be until next year we’ll begin to see some of the benefits of Open Banking.

AI, or a thousand shades of grey? by Russ Bryan

With AI, after a time we may start to receive different answers from the same inputs because it generally involves broader data sets and far higher volumes, with all the associated probabilities.

Where Have All The Robos Gone?

Build it and they will come.

SS&C GlobeOp Forward Redemption Indicator: October notifications 2.84%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds.

Cidel wins Digital Innovator of the Year

This helped Cidel grow its AUM even during the initial stages of the implementation

Digitizing and Streamlining Securities-Based-Lending from End-to-End in the Cloud

New technology provides a fully digital SBL process, from origination to collateral monitoring to loan servicing with advisor and client self-service capability

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.

Is it time for an agile Revolution in Financial Services?

Fintech is booming, and digital financial services (digital wealth, online insurance, online trading etc.) are an integral contributor to that boom.

FinTech