Managers of Wealth

SS&C Technologies - Revenue Is Trending Higher

Q2 GAAP revenue $373.1 million, Fully Diluted GAAP Earnings Per share $0.14, Adjusted revenue $384.4 million, Adjusted Diluted Earnings Per Share $0.39

Fintech luring more bank customers, says UBS

Local UBS banking analyst Jonathan Mott along with analysts in London, New York and Tokyo contributed to the global report, titled Global banks: Is fintech a threat or an opportunity?

The rise and rise of Mexican fintech

While ecosystem observers may have predicted this momentum, it’s worth taking a step back to analyze the forces driving Mexico’s fintech ascent in order to provide a framework for other industries and countries in the region.

WealthTrust lunches zero-commission wealth management app

The app allows investors to invest in direct plans of mutual funds of 25 fund houses, where no commission is paid to a distributor.

Three Tips To Remain Relevant In The Robo Era

Every generation of advisors has faced its share of challenges.

SEI clients gain access to Broadridge Global Securities class actions

Broadridge’s solution includes case and settlement research, class action notifications and distribution, loss calculation, completion and submission of claims forms, collection of payments, and associated recordkeeping and reporting.

London-based advisory firm chooses SS&C

APX and Moxy were selected not only for proven stability but also for the high-quality equity and multi-asset investment strategies

UHNIs swear by fitness tech, 57% wear smartbands daily, says new Kotak Wealth Management report

Their plan involves identifying potential leaders, grooming them, encouraging them to look beyond their immediate responsibilities.

London Fintech Week 2016 Innovation In Regtech

We see our work on innovation as integral to our duty to promote competition in the interest of consumers.

Wealth management firms must pursue automation strategies to meet digital demands - Syntel

Robo-advisors and other emerging technologies are shaping the future of wealth management interactions

Is Digital Banking Living Up To The Millennial Hype?

Growing up in this digital era has left millennials with an ease and familiarity with technology unlike previous generations.

Digital Marketing – the saviour of Swiss private banking? by Paul Das

The staged end of banking secrecy has transformed the Swiss private banking landscape, a change accelerated by the legal disputes with the United States and the European Union.

4 steps for marketing in the digital world

Clients are online, whether it is creating a Pinterest board for a new outfit.

UBS issues siloed platform warning

UBS Fin Tech boss Gary Chu warns banks of the dangers of going it alone when developing new blockchain-based platform projects.

“The UK doesn’t understand investment, it’s scary”

Despite robo-advice only just emerging in the UK, Cunningham explored how “the robo phenomenon is more mature in the US”

The Central Bankers’ Bold New Idea: Print Bitcoins

Bank of England economists advocate central banks issue their own digital currency

Finding innovation in fee-based and digital trends

The advisory industry has been moving from commission-based sales to fee-based and fee-only advice, and the pace is accelerating.

Ex-Credit Suisse Bankers Launch Roboadvisor with Sex Appeal

The firm will launch in coming weeks in Germany, as well as in Switzerland at a later date.

Westpac Puts Robots On Trial In Digital Banking Platform

As consumers do more of their banking digitally, especially on smartphones, the bank's general manager of consumer digital, Travis Tyler, said it was looking at using "bots" to respond to customers with simple questions.

How Digital Challengers Are Redefining Luxury

Today, the laws of luxury are in flux.

FinTech