Managers of Wealth

Morgan Stanley Wealth Management Partners with Twilio

New partnership allows Financial Advisors to interact with clients through text message capabilities

Leading Swiss bank selects Appian to undertake digital overhaul

Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.

Morgan Stanley is turning to text messages to keep in touch with wealthy clients

The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.

Calastone completes first phase of blockchain project

“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben

International business law firm launches new integrated platform for private clients

The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.

InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards

Annual awards program recognizes outstanding organizations and technologies that support financial advisor success

Billionaire VC Draper shifts attention from China to Indonesia

Indonesia has the second-highest dependency on cash in the world after India, according to the World Bank

When Robos Go Bad

Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest.

Adapting new technologies, firms challenged to keep it simple

The drive for simplicity is also rippling into how the industry adapts to the ongoing fintech revolution.

Swiss Fintech Giant Cuts a Third of its Jobs

The firm is a global distribution platform for banking products, a super market for customers of retail banking services ranging from loans to car insurance and funds.

Avaloq report cites failure of digital banking to impress some clients

A study within the paper also puts the spotlight on clients’ views of robo-advisers.

Here are the 50 hottest fintech firms in Europe right now

One of its prominent clients is the OakNorth challenger bank which is aimed at entrepreneurs.

Wealth firms ‘unprepared’ for game-changing data regulation

Most wealth managers are unaware of the need to prepare for game-changing new data protection rules coming into force in less than a year’s time according to two industry consultants.

NAB private banking in alliance with Israel's OurCrowd

The deal was announced during an Australia-Israel Chamber of Commerce's women leaders delegation in Israel, that was attended by NAB Private executive general manager Christine Yates.

Anti-Money Laundering and AI at HSBC

HSBC saw past this false choice and transformed its AML process using enterprise grade AI.

Would you take financial advice from a robot at your bank?

It added that customers will be given their costs in a pounds and pence figure.

The rush to digital banking has failed to impress some clients

The paper highlights the banking industry’s rush to digitisation, which has left some clients feeling overwhelmed by features and banks undertaking digital projects ‘in the dark’ with no concrete strategy.

Digital with a human touch

This person, being accustomed to how quickly we can access information in today’s world, also expects to access the information immediately without logging into various systems

PlaySight Announces Investment from Verizon Ventures and Greg Norman

Strategic Partnership Will Aid in Global Expansion and Introduce Revolutionary Technology in Golf and New Sports Verticals

ACOLIN InfoTech AG launches new publishing platform

ACOLIN is accessing a new market segment and expands its service package for asset managers by the addition of another important building block.

FinTech