06/05/2018
The Future For Automated Advice - Wealth Dynamics
Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship
06/04/2018
BT Financial Group, the bank’s wealth management arm, reportedly discovered the loss while digitising its records
06/04/2018
As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.
06/01/2018
In particular, the Leasing Management module ensures end to end automation from the Origination, through the activation of Lease and up to the Debt Collection and Recovery operations.
06/01/2018
Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.
05/31/2018
SKYdeals allows travellers to take advantage of private sales during their flight using their smartphone.
05/30/2018
Codify, which launched last April, provides participants business resources and development opportunities, including office space, mentors, access to a network of partners and customers
05/30/2018
An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better
05/30/2018
The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.
05/30/2018
Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions.
05/29/2018
The news comes as deVere release the findings of a new international poll in which it is revealed that 35 per cent of high net worth individuals are now already invested in or will make investments in cryptocurrencies before the end of 2018.
05/29/2018
The company’s CIO, Romain Decorps, said: ‘Many investors are interested in blockchain, but it is hard to find firms they trust and that are properly regulated.’
05/29/2018
This approach has the added advantage of preventing inducement across the firm.
05/29/2018
Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.
05/28/2018
8 Securities and Nomura Asset Management will launch new digital wealth management services
05/28/2018
Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.
05/25/2018
The website will be edited by Vicki Owen, previously a journalist at the Mail on Sunday, and will publish articles written by millennials across all parts of the business at Schroders.
05/24/2018
VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.
05/24/2018
Already, the country's DNB bank has stopped handling cash, with Trond Bentestuen, group executive vice president of wealth management and insurance at the bank, telling local media as far back as 2016
05/24/2018
The bank focuses on providing high-end services and in-depth advice to clients around the world.