07/26/2017
What's Next for WealthTech?
On the one hand we see global firms actively embrace the rapidly evolving technological landscape
07/26/2017
On the one hand we see global firms actively embrace the rapidly evolving technological landscape
07/26/2017
“We are working with providers on an ongoing basis to extend our platform connectivity proposition"
07/25/2017
The investors included Isaac Dietrich, chairman of MassRoots and unidentified investors that include family offices and high-net worth individuals.
07/24/2017
As threats to personal privacy seem to increase every day, we look at some of the high-end phones and apps designed to see off those dastardly hackers, cyberpunks and data thieves
07/24/2017
Ignition Wealth said its digital financial advice technology will provide the Irish advice market with operational efficiencies and delivering greater compliance.
07/24/2017
The spectrum of specific knowledge allows the firm to combine technology.
07/24/2017
Many of the technologies operate at the frontier of the technologically possible, but as the price of hardware falls the case for their use gets stronger.
07/24/2017
Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.
07/21/2017
What we also heard – that may surprise the champions of change – is that many of the challenges faced by fintechs and the old guard are the same.
07/21/2017
“We’ve grown from $4 billion assets under management the last time we raised to nearly $10 billion now,’’ Jon Stein
07/21/2017
Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.
07/20/2017
"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."
07/20/2017
This includes requirements to comply with Know Your Customer (KYC) and beneficial ownership procedures.
07/20/2017
Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.
07/20/2017
Clear customer insight was also a focus
07/19/2017
The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.
07/18/2017
The bank is seeking talent spanning the seniority spectrum from junior engineers to senior vice presidents.
07/17/2017
Pure online wealth management platform that will serve retail investors all over the world.
07/17/2017
The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.
07/17/2017
Catella Bank has chosen to trust New Access for its ability to provide a comprehensive Front-to-Back solution compliant with MiFID II regulations and requirements, as well as the new IFRS 9 accounting rules.