Managers of Wealth

SoFi moves into wealth management

SoFi Wealth users can access their accounts via the web, as well as the SoFi Wealth app, available now for both Android and iOS.

Acadian Asset Management Live on SS&C's Administrator Platform

As part of the agreement, SS&C will provide Acadian its world class long/short fund administration services with Syncova, a powerful end-to-end margin management and financing software.

Old Mutual's platform woes show advisers should care about tech

This is a big change – Old Mutual Wealth was £330 million into its project with IFDS, and the thick end of five years have gone by since it got on the road.

Facebook’s Q1 results and five things for financial services

Facebook’s vision in the space is to “automate beyond buying” – providing transparent and convenient payment transfers and we could speculate potential consumer lending at marginal costs for the user, with the transaction informati

Digital Wealth Management platform was crowned “Best Front Office Solution”

The judging panel commented on the winning entry “Our winner has put a great deal of work into developing a user-friendly front office solution. Judges felt its focus on design and ease of use comes through very clearly.”

In Cashless Sweden, Even God Now Takes Collection Via an App

Swedes’ aversion to cash is increasingly showing up in money supply data.

Swiss EY Team Joins Polybius Cryptobank as Advisors, ICO to Follow

The Polybius Cryptobank project attracted the attention of Swiss financiers at the BlockchainUA conference held in Kiev in March.

Why Apple Pay is poised to beat PayPal in the luxury fashion space

Of the retailers who don’t currently support Apple Pay, 22 percent said they plan to accept the service within the next 12 months.

SJP strikes deal with fintech firm for new service

The wealth firm noted that this diversification also increases the protection that client deposits are afforded collectively by the Financial Services Compensation Scheme.

Could Cryptocurrencies be the Ultimate Tax Haven?

What makes it all worse is that under a Liberal government, you’ll end up being worse off.

Why Fintech Struggles to Make It

Large corporations have taken the initiative and successful startups are those who seek refuge under the wings of a bank or insurer.

NY Green Bank Selects SS&C for Loan Servicing, Investment Servicing, and Fund Administration

SS&C GlobeOp selected as the preferred provider of services and technology pursuant to a competitive solicitation issued by state-sponsored entity

10 mistakes you can make with a new IT asset management system

Adams has been a research analyst/director with Gartner from 1996 prior to joining Ivanti in May 2015.

KPMG Buys Fintech Innovation Firm

Fintech companies and solutions are reviewed and undergo a curation process in order to qualify to appear on KPMG's innovative Matchi platform.

How artificial intelligence can give challenger banks an edge

Customers who are leaving their current bank are clearly saying that they need more value from their banks: both in monetary and experiential terms.

BNY Mellon advances artificial intelligence tech across operations

BNY Mellon said 20 bots have been placed in production since the start of the year.

Trust Company adopts SEI Wealth Platform

We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.

Swiss Fintechs Launch Asia Service

They therefore are targeting less wealthy client groups to keep the momentum going.

CEO Of Chinese Fintech Firm Creditease On The Future Of P2P Lending In China

I met with Tang this week to discuss his firm’s position as a financial innovator in an industry where firms lacking best practices have crashed and burned.

How human financial pros can up their game to compete with robo advisers

Financial advisers need to have a strategy to deal with the advent of robo advisers

FinTech