03/10/2017
Historically, the quality of your advice, investment performance, financial outcomes and administrative support were all key results that impacted the experience your clients had.
03/10/2017
Wealth advisers are doomed in our new artificial intelligence-enabled world
‘Humans are supposed to be the most sophisticated data-processing system, but this is no longer the case as AI ascends’
03/09/2017
The app provides clients with a comprehensive view of their investment portfolios and returns, while putting them into easy and swift contact with their personal investment advisers if they choose.
03/09/2017
InvestCloud was 'highly commended' in the CRM category
03/09/2017
The main changes and challenges relating to innovation and Fintech for the financial services industry;
03/08/2017
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
03/08/2017
The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.
03/07/2017
Ma, who founded New York listed Alibaba in 1999, has been leading the way
03/07/2017
How do you define a robot?
03/07/2017
One of the most pressing legal questions, of course, is: how do you define a robot? Does it have to walk and talk, or does an advanced computer count?
03/06/2017
Picking on robots won’t deal with job destruction
Robotics already help surgeons perform certain operations better than they can on their own.
03/06/2017
IT Risk Management practices – still fit for purpose?
A wave of change is coming that will make this challenge even more complex.
03/06/2017
Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says
Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.
03/06/2017
Governments can offset lost jobs by investing in education and retraining
03/03/2017
He made his stripes as an early Google employee, joining the search giant in 2003.
03/02/2017
Crypto Valley’s mission is to shape an open, free, and prosperous financial services industry of the future.
03/02/2017
Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience
03/02/2017
Available on both iPhone and Android devices, the improvements build on capabilities introduced late last year
03/01/2017
On Tuesday morning Microsoft announced it’s part of a new consortium called the Enterprise Ethereum Alliance.
03/01/2017
The blockchain is designed to provide real-time information and transparency to the private equity fund managers, their investors, as well as allowing regulatory access when required.