05/25/2017
It’s time to stop robo-advice mislabelling
‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’
FinTech
05/25/2017
Artificial Intelligence: Science fiction or a business reality?
Organisations already benefit from AI and we will likely see more businesses begin to implement the technology into their products moving forward.
05/24/2017
Dion Global launches Integrated Wealth Management and Trading Platform
Enabling stockbrokers to expand their business model into wealth management
05/23/2017
Bravura Solutions wins new client in South Africa with STANLIB Wealth
STANLIB is a leading South African wealth manager with a presence in nine African countries.
05/23/2017
ERI has joined the F10 FinTech Incubator & Accelerator
The accelerator already has a proven track record of innovation, acceleration and product creation for financial services.
05/23/2017
Smith & Williamson latest to embrace AI trend with new fund
Smith & Williamson is taking things a step further by harnessing AI technology in the investment process itself.
05/22/2017
Ayahuasca Shaman Dreading Another Week Of Guiding Tech CEOs To Spiritual Oneness
Once the ceremony begins, the visibly disgusted spiritual guide told reporters, his ancient shamanic chanting is invariably interrupted by the sound of his guests’ Snapchat and WhatsApp notifications.
05/22/2017
Singapore robo-adviser secures SGD3 Million in funding
StashAway was founded in 2016 to provide an efficient, low-cost and intelligent digital investment engine that empowers individuals of all net worth to build their wealth.
05/22/2017
Ignition wealth announces digital advice solution for users of leading platform
We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.
05/22/2017
How To Ensure Cloud-Based Tech Vendors Are Truly Secure Partners
If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.
05/22/2017
Bank of the West and BNP Paribas to Host Third Annual International Hackathon in San Francisco
Ten Cities Across BNP Paribas' Global Footprint to Participate in Hackathon Weekend June 9-11
05/20/2017
The onward march of low-cost robot services
A US financial giant has launched an online stock market fund platform. Will this spark a price war?
05/19/2017
Jabre Capital turns to Broadridge for risk management
Given recent regulatory changes and the challenging markets in which asset managers are now operating, we are increasingly seeing established groups replace their current infrastructure
05/19/2017
Robo-advising platforms carry new risks Hands off—guard up
Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
05/19/2017
How technology supports the regulatory evolution
The regulator now expects the wealth manager to deliver advice to the clients.
05/19/2017
European WealthBriefing Awards 2017 ERI wins the "Transaction Processing Solution" category
The judges’ citation reveals that for the OLYMPIC Banking System: “the speed and efficiency of the winner’s system was clearly demonstrated alongside an ability to deliver projects consistently over time”.
05/19/2017
The Cyber Menace And How Wealth Managers Should Face It by Jaco Cebula, Multrees
Understanding of different data domains – it is vital that individuals understand where and how corporate data is stored e.g. local devices, corporate network, cloud etc., as well as the risks inherent in each.
05/18/2017
Your bank tomorrow will be paperless, frictionless, and without a physical presence
Think about it, as a customer what do you need — a bank or banking services?
05/17/2017
Credit Suisse launches digital platform for Thai clients
The new platform gives the bank’s clients round-the-clock access to comprehensive information about their accounts, market insights and intelligence relevant to their portfolio.
05/17/2017
Old Mutual battles for reputation after dropping IFDS
Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.