04/03/2019
Mobile wealth management account openings soar in Europe
The number of mobile wealth management openings globally was 43% in 2019, which was boosted by Australia's 60%.
FinTech
04/03/2019
ABN Amro Selects Temenos
ABN Amro first implemented the Temenos T24 core banking platform “ the forerunner to Temenos T24 Transact “ for its corporate banking activities in 2009
04/03/2019
Charles Schwab sets roadmap for shift away from ad valorem charges
Netflix-style fees across the Atlantic could translate for UK intermediaries
04/01/2019
Avaloq chairman unleashes entrepreneurial flair for social good
Financial technology is a big growth sector, and one hugely successful fintech player is utilizing his entrepreneurial flair and know-how to aid social ventures in rural India
04/01/2019
Geneva Frosty on Crypto Rich
Geneva's discreet and worldly private banks are particularly sought out by the new crypto rich
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/29/2019
Ellevest Raises $33M in Funding
The company intends to use the funds to accelerate its growth — including investing in its technology, expanding into new product categories, and working with women to develop new, non-boring financial education.
03/29/2019
Swiss fintechs team up to launch new platform
The tool, which will be available mid-May, will be used by Aquila.
03/28/2019
Digital wealth manager Nutmeg targets 'seven figure sum' in crowdfunding round
The company secured a £45m investment from Convoy and Goldman Sachs in January this year.
03/28/2019
The future is in the cloud, says Avaloq
Swiss-based software company Avaloq says the demand for technological-based financial services will grow with a new generation of wealth, such as the shift to cloud banking
03/28/2019
New advisory capabilities for actively managed accounts
Robo-advisors make a lot of sense for investors with passively managed accounts who can be segmented into broad groups based on: age, projected retirement date and risk tolerance.
03/28/2019
FNZ becomes first Scotland-based fintech unicorn business
Scotland’s credentials as a leading fintech location were further reinforced recently with the news that the Edinburgh-based fintech giant FNZ has reached Unicorn status.
03/27/2019
Technology Leaders Outline the Future of the Business
Visionaries provide insights on emerging trends, how to run a better business in a world of change and cool new technologies.
03/27/2019
Digital aspirations within wealth management impaired by analogue approach to technology
Tim Waterton, VP of UK Business for M-Files, says: “Historically, wealth management has thrived on brand heritage, placing a high importance on the need to maintain solid relationships between the client and wealth manager.”
03/27/2019
Wealth Management Software Market to Witness Huge Growth
In this Research Report provides primary and secondary data for studies, the scope of the product and vendor briefings.
03/26/2019
Wealth managers can adapt to digital assets and thrive
The market has been volatile and many of the products are unregulated: digital assets are undoubtedly higher risk than traditional mainstream investments.
03/26/2019
Avaloq announces strong 2018 results
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
Milleis Banque chooses OLYMPIC Banking System
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam Asset Management selects AQMetrics
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/25/2019
What's the future of car tech? Remote controls, autopilots, cameras and more
If you've ever driven with the modern back-up cameras, it's a great feature, but there's still plenty of blind spots around us.