Managers of Wealth

Wealth Managers Using Tech to Catch Massive Asset Wave

Regtech, cloud solutions key to scaling advisors’ practices

Breaking into Deutsche Bank: This German giant has found a way to reach out startups

For those less familiar with Germany’s tech scene, Frankfurt is fast becoming a hub for B2B and fintech startups

Is your workplace AI ethical, or even useful?

So what does AI mean for the future of our workplaces? Everything – if we use it right.

SIX Securities Services partners with DTCC

This partnership comes as Europe readies itself for the implementation of MiFID II on 1 January 2018.

8 Best Personal Finance Apps: Opportunity or Threat For Asset Management Companies?

Another job that has vanished due to technology is the tax collector, as companies chose to digitize their taxes, saving money that would’ve been otherwise spent on hiring more employees.

Did JPMorgan Chase Just Start A Digital Advertising Revolution?

Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.

Banking Outpacing Wealth Management on Digital

Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.

Objectway announces distribution agreement

Peter Schramme, Chief Business Development Officer for Objectway, commented, “The partnership with CPB will allow us to extend our market to the DACH region.

Nutmeg: we are better in a crisis than traditional DFMs

Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis

Inevitable architecture: Complexity gives way to simplicity and flexibility

Systems are loosely coupled and, increasingly, automated to be self-learning and self-healing

Robots are coming to courts – but they won't replace judges: BCG

The "burning platform that drives most commercial organisations to adopt radical change"

Technology offers critical solutions to prevent, identify and tackle tax evasion and tax fraud, says OECD

Technology Tools to Tackle Tax Evasion and Tax Fraud demonstrates how technology is currently being used by tax administrations in countries worldwide to prevent, identify and tackle tax evasion and tax fraud.

Robots Are Replacing Humans at All These Wall Street Firms

The layoffs due to automation are an industry-wide shift.

Banks are using data access to disrupt their disruptors

Many fintechs rely on their users providing access to the data from their bank accounts, and use third-party intermediaries like Envestnet Yodlee and Intuit to access that data.

Asia's first family office robo adviser platform due for launch

Marvelstone Capital is regulated by the Monetary Authority of Singapore, which approved its licence as a registered fund management company in August last year.

Avaloq concludes migration of Axion Swiss Bank

The Avaloq BPO solution fully covers banking processes and back-office services in an integrated way

Old Mutual and SJP platform tech provider bought by US firm

DST expects the consolidated IFDS U.K. businesses to contribute approximately $440 million of incremental annual operating revenues upon acquisition

Rothschild Bank selects Finantix

Since January 2017, the Finantix professional services team has led the implementation, initially based in Switzerland.

Digital wealth manager Moneyfarm launches partnership with Allianz Global Investors

This follows Allianz’s strategic investment in Moneyfarm, which was announced in September 2016.

UBS deploys electronic signature technology

As one of the world’s largest banks, UBS is transforming its services through digitization and now offers clients the convenience and efficiency of remote electronic signatures

FinTech