06/15/2017
Aegon in talks with FNZ to power £40bn institutional platform
The institutional platform is understood to hold around half of the total £83.6 billion Cofunds assets under administration.
FinTech
06/15/2017
Pershing Launches Its Integrated Wealth Experience
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
Avaloq completes transaction with Warburg Pincus to accelerate growth
Under the partnership announced on 22 March 2017
06/15/2017
Macquarie shuts down direct robo-advice service
The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.
06/15/2017
Sanlam announce the First ever Balanced UCITS Fund managed solely by Artificial Intelligence
The financial markets have been through significant change in recent years.
06/15/2017
Gamekeeper to poacher: should a CIO cross the IT divide?
As IT leaders switch jobs more often after completing major change programmes, should they consider moving to work for suppliers?
06/15/2017
BlueRock Wealth Management Partners with FutureVault
The BlueRock Vault will be available to select members via the BlueRock Wealth Management site.
06/15/2017
Robots aren't coming – they're already here
Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.
06/15/2017
Digital Banking: Spanner in the Works
The big players already have been in the process of implementing their strategies for quite some time.
06/14/2017
Race to harness AI dominates as digital tidal wave washes over fund management
"Adapt or die" sentiment dominates fund management talks on digital
06/14/2017
Washington Trust Wealth Management Adopts SEI Wealth Platform
The Platform will help enable Washington Trust to provide a significantly improved end-client experience.
06/14/2017
Wealth managers shun the digital revolution
Could we see higher net worth clients switch to cheaper robo platforms?
06/14/2017
Could Switzerland Become Home to the First-Ever Crypto ETF?
This development would bring a new level of investment transparency to the digital asset class market.
06/14/2017
Race to harness AI dominates as digital tidal wave washes over fund management
Improved communication methods being explored as millennials’ wealth grows
06/14/2017
SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/14/2017
Report: SS&C in early talks seeking buyout
First quarter revenue and profits surged this year.
06/13/2017
Digital delivery of wealth management - the era of the platform?
The evolution of business models is already underway.
06/13/2017
UBS Gets More Social in Asia
Swiss bank UBS claims these are important channels for their clients and the preferred channel for millennials.
06/13/2017
Zuger Kantonalbank Introduces Advisory e-Tool
Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.
06/13/2017
Tilney and SEI Private Banking extend contract by six years
The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.