07/14/2017
The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.
07/14/2017
The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.
07/13/2017
Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.
07/13/2017
By 2030 it is predicted up to a third of British jobs could be done by robots
07/13/2017
This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.
07/11/2017
Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.
07/11/2017
Silverhorn is a leading wealth management boutique with a core focus in Asia
07/11/2017
Completion of a payment is now confined to a single page and takes just a few seconds.
07/10/2017
But is the future really cashless?
07/10/2017
We're halfway through 2017 and already a group of startups that together raised $1.48 billion have shut down.
07/10/2017
There has been enormous, international interest in our challenger bank, deVere Vault since its launch in April.
07/07/2017
Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.
07/07/2017
During the onset of the Industrial Revolution in the early 1800s, Luddites in England protested by smashing machines that were threatening their jobs.
07/06/2017
Wealthify is turning wealth management on its head with its innovative online investment service after raising £3m in funding.
07/06/2017
Technology will eventually become an issue.
07/05/2017
Bruno has surfaced as a startup coach at F10
07/05/2017
The insurer will offer the service under the brand name of Baloise Monviso. The company already has launched a website for the service, the two companies said in a statement today.
07/05/2017
The internet, Wi-Fi and smartphones have allowed us to do what we have always done but in more convenient ways.
07/05/2017
The Incubator is the next horizon of the company's significant investment in the Thomson Reuters Labs network.
07/05/2017
RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.