10/30/2015
SEI bring associates programme to the UK
The six successful applicants in the UK will undertake a two-year rotational placement, where they will be given the opportunity to work across a number of SEI’s private banking business sectors
FinTech
10/29/2015
Advent: In a Diverse Industry, Customization is Key
Advisors can set up different profiles for individuals or groups of clients
10/28/2015
Leveraging Social Media
Half of the 6,000 brokers at Raymond James use a desktop application that collects and manages what clients post on Facebook, LinkedIn and Twitter
10/27/2015
Sodexo achieves ISO accreditation for global asset management
Sodexo received the accreditation for its global asset management framework and for the application of the framework at AstraZeneca’s Alderley Park and Macclesfield sites.
10/26/2015
Old Mutual joins FE model portfolio data service
FE Trustnet has added Old Mutual’s WealthSelect range to its ‘Transmission’ service, which provides comparative data on providers of model portfolios.
10/26/2015
The rise of fintech in wealth management: the rise of the robo-advisor?
Fintech looks set to disrupt every financial sector you can think of: so how will its effects of increased automation be felt within wealth management?
10/25/2015
Big data killed the private banking star
Blind digitisation will not solve the existing problems of wealth management, says Yuri Bender
10/23/2015
Wealth managers struggle with modern technology
Senior family members inevitably get to the stage where they just can’t keep up with new technology.
10/22/2015
Fiserv Partners with InvestEdge to Expand Reporting Capabilities for the Wealth Management Industry
Wealth advisors must have easy and immediate access to information about their customers to provide advice at the point of thought, and our partnership with InvestEdge makes this possible.
10/22/2015
Old Mutual Wealth selects Eagle for Solvency II
Eagle's knowledge and experience in Solvency II compliance was a key consideration for Old Mutual Wealth.
10/22/2015
Ageas Insurance selects Verizon cloud for wealth management
i-Invest was developed by Ageas to enable the company to offer its customers, agents and partners diversified investment instruments, such as mutual funds and bonds.
10/21/2015
AIM Software successfully re-certifies GAIN platform with Avaloq
This year, AIM Software’s data management solution “GAIN Data Management” has earned the certificate for the adapter to the Avaloq Banking Suite Release 3.10, the latest version of the solution.
10/19/2015
Innovative NEV technology remakes future of luxury cars
The vehicle is the latest achievement of BMW Brilliance in electric mobility.
10/19/2015
UBS Launches Nobel Perspectives
The online archive ubs.com/nobel, will host both newly commissioned and newly edited interview footage and material.
10/19/2015
Jersey leverages alternative funds appeal to attract leading asset manager technology business
Jersey is successfully leveraging its appeal as a leading alternative funds domicile to attract innovative technology and software businesses that support the European asset manager community.
10/16/2015
New web portal on automatic exchange of information
The Standard calls on governments to obtain detailed account information from their financial institutions and exchange that information automatically with other jurisdictions on an annual basis.
10/16/2015
Making Sense of Robo Tools for Advisors
When the first robo advisors appeared a few years ago, they seemed intent on cutting traditional advisors out of the equation.
10/16/2015
SS&C's Advent Releases Second Major Round of Product Upgrades for 2015
Upgrades include new features and functionality, as well as enhancements to the underlying technologies needed for seamless integration with other critical solutions.
10/14/2015
Investing in Tech: Fortune Favors the Informed - Credit Suisse
Developing an effective investment strategy can seem like an inexact science at the best of times
10/13/2015
SOFGEN completes T24 upgrade at Banque Zitouna
The project started in October 2014 and went into production on 24 August 2015.