02/22/2019
Wealth managers face tsunami of change in digital age
A 2018 survey from fintech firm InvestCloud reported that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK.
02/22/2019
Why banks need to get personal
Banks must address these perceptions and learn to speak the same language as their SME customers
02/22/2019
Today, fintech firms must rely on advance tools for assessing the suitability of credit, financial product and insurance policies, with particular attention
02/22/2019
SS&C GlobeOp Forward Redemption Indicator
SS&C GlobeOp Forward Redemption Indicator: February notifications 3.42%
02/22/2019
Liechtenstein Bank Creates Cryptocurrency Trading Platform for Institutional Investors
A private bank in Liechtenstein has established a cryptocurrency trading platform for institutional investors. Balzers-based Bank Frick will offer the service through its new subsidiary DLT Markets AG.
02/21/2019
In 2018 results posted today, Iress reported a group revenue of AUD$464.6m (£252.8m), up 8 per cent on 2017.
02/20/2019
The launch of GFIN follows a successful year for the “sandbox” initiative that the Financial Conduct Authority in the UK brought to market around a year ago.
02/19/2019
Current estimates however indicate that by the end of 2020, 50% of the entire global workforce will fall within the millennial threshold
02/19/2019
The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.
02/19/2019
Baillie Gifford recognizes the benefits that straight-through-processing and scalability can deliver in helping the firm serve its growing international client base.
02/18/2019
Much of the technology that elite investors use isn't really new.
02/17/2019
Countering most operators offering a range of personalised experiences is a growing trend of establishments that feature check-in through an app
02/17/2019
It’s become clear that AI isn’t just another passing tech fad.
02/17/2019
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/17/2019
Move comes after CEO's dismisal of cryptocurrencies as "fraud"
02/15/2019
Historically, access to non-liquid alternative investments such as private equity has been limited to large institutional investors.
02/15/2019
In a statement Praemium CEO Michael Ohanessian said: "This compares dramatically to traditional wrap platforms that have tried to overlay SMAs into their technical and regulatory architecture."
02/15/2019
The major factors that influence the wealth management industry are information, analysis, decision-making, and infrastructure.
02/15/2019
They said the woman, who was not identified, was working with an “internationally active group” that also used spam emails in the scheme.
02/15/2019
There are also several white-label innovations which can be plugged in to private banking platforms