06/06/2019
Step by Step, Wealth Dynamix Rolls out its Client Lifecycle Management Solutions Across Asia
Advisers can sit at their desk, get alerts from the system on what products are suitable for this client,
FinTech
06/06/2019
Arbuthnot Latham moves to Euroclear’s investment fund service
Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.
06/05/2019
Managing machines: the governance of artificial intelligence
Large established firms seem to be most advanced in deployment.
06/05/2019
How to Improve Vital Touchpoints in Wealth Management through Digitalisation
He explained that these generations are highly focused on technology.
06/05/2019
‘Switzerland needs national cryptocurrency’: think tank
In a report entitled “Blockchain After The Hypeexternal link”, Avenir Suisse argues that it is time for the talking to stop and for the SNB to take the plunge into a centrally issued digital currency.
06/05/2019
Broadridge using blockchain to address Shareholder Rights Directive
The new offering includes a range of process enhancements and a new blockchain-based platform
06/04/2019
Artificial Intelligence: a disruptive force in the UK financial services sector
AI is seen as a tech disruptor frontrunner but firms are hindered by a skills shortage
06/04/2019
World FinTech Report 2019
It explores how the future is moving to a shared marketplace
06/03/2019
SS&C’s Global Wealth Platform crowned ‘best portfolio management solution’ at WealthBriefing Asia Awards
The award was presented at an awards dinner held at the Westin Singapore hotel on May 30th.
06/03/2019
A Billionaire Reportedly Wants 25% of all Available Bitcoin
No matter how small the change is in the price, it will impact the trade value because a huge amount of bitcoin is involved.
06/03/2019
Swiss wealth manager launches WM app
Vontobel Volt clients can invest on the basis of Vontobel’s proven 3α Investment Philosophy
05/31/2019
HSBC brings Pepper the robot to Miami
Miami is an up and coming hub for innovation
05/31/2019
Profile Software sponsors FinanceMalta’s 12th Annual Conference 2019
During the event, Profile will be presenting its innovative and award-winning fintech solutions for the Banking and Investment Management industries
05/30/2019
Fintech solutions step up to support wealth management sector
EY’s 2018 wealth report found that the global volume of net investable assets of high net worth individuals will increase by around 25 per cent to almost USD70 trillion by 2021.
05/30/2019
Objectway Ranks 1st in the IBS Global Sales League Table 2019
The Private Banking Systems category was particularly competitive with a higher number of participants and deal volume compared to last year’s Sales League Table.
05/30/2019
Iress launches software to target hybrid advice model
Up to 5.8 million people would be willing to pay for advice if it was cheaper
05/30/2019
SSGA launches Australian market ETFs
The new suite of ETF model portfolios would be founded with an open architecture investment structure
05/29/2019
Inside HSBC’s digital hub with CTO Jack Bennie
HSBC Origination’s CTO and Global Head of Product adopt tech methods and re-invent the digital journey
05/29/2019
Robo-Advisors Started Fighting over the HNWI Market
High-net-worth individuals (HNWIs) are still keeping their millions away from startups, as these involve risk.
05/28/2019
Fintech Is Putting The Bank Of Mom And Dad Out Of Business
The biggest problem is debt.