01/25/2019
In Asia, Southeast Asia particularly, we are seeing the rise of a new class of younger mass affluent investors who value customization, flexibility and cost efficiency in wealth management.
01/25/2019
The Life Capital platform brings together Swiss Re, primary insurers and online retailers to sell life insurance and soon also general insurance to the large number of people who do not insure.
01/24/2019
Research shows that better corporate security has resulted in some hackers shifting their sights to the estates and businesses of wealthy families.
01/24/2019
At the end of the day, the ultimate goal for investors — individual or institutional — is to maximize their returns.
01/24/2019
The asset manager is fortunate the exposed information wasn't more damaging
01/24/2019
Survey respondents are primarily focused on opening services to third-party developers and maintaining own product offerings while becoming an aggregator
01/23/2019
The new law will allow the formation of a contract through the interaction of electronic agents, on the presumption that natural persons intended to create a legally binding contract.
01/22/2019
French asset manager Amundi has bought the remaining 51% stake in fintech Anatec, as reported by Reuters.
01/22/2019
Commonly known for its success in the gaming world, virtual reality (VR) is increasingly being used to re-invigorate various industries
01/21/2019
The Group strengthens the leadership in the asset management segment
01/21/2019
To coincide with this launch, Appleby has also developed a dedicated microsite to showcase the latest legal updates, regulatory changes and other developments in the technology sector.
01/21/2019
Falcon Private Bank is poised to make cryptos "bankable"
01/21/2019
Big money managers could soon package crypto assets into mutual funds and ETFs, while paving the way for Bitcoin to enter 401(k)s and IRAs as regulated, mainstream investments.
01/21/2019
The project is not only acquiring early backing from fintech giant called Stripe, but it is also paving a path for Lumens to take part in the real world banking transactions.
01/21/2019
Data lakes will usher in the same type of dramatic change that was witnessed as asset managers moved from handwritten ledgers to PCs.
01/21/2019
Today, the savvy RM can look at a client’s digital footprint to find out so much more than they are told directly.
01/18/2019
An ‘optimal top tax rate’ is one that balances the welfare benefits from wealth redistribution with the costs of lower economic activity that a tax induces
01/18/2019
Consolidation will increase as more buy-side firms remove overlapping technology platforms and simplify IT infrastructure for more efficient straight-through processing.
01/18/2019
The service has been available since 2015 but it was the introduction of the strict new GDPR rules which has had the biggest impact in terms of advisers engaging with customers to use the portal.
01/18/2019
The firm’s new City of London office comes after the London team has already doubled in size over the past year and provides sufficient space for further growth.