Managers of Wealth

South African robo-advisors, compared

They’ll typically ask a few questions designed primarily to understand risk tolerance and time horizon.

IRESS wealth management revenue shows uptick

The reported results of South Africa and the United Kingdom were negatively impacted by foreign exchange movements during the half.

Ex-Close wealth boss launches robo adviser

The service has been launched in conjunction with SEI Wealth Platform.

Openwork’s platform assets hit £4bn

It is particularly pleasing that growth has been consistently strong across both platforms despite a backdrop of heightened volatility and market uncertainty.

Robo-Advisers: Seeking Cover

Felix Niederer, the company's founder and CEO, fueled expectations, saying that his company would have 1 billion francs in assets by the end of 2017.

New Avaloq Special Service Partner Announced

All consultants are seasoned professionals and have many years of experience in management positions at banks, system integrators and consultancies.

Fintech bubble? What fintech bubble?

If this is the peak of the fintech bubble, that has to be good news for banks looking for new ideas on the cheap.

New T24 core banking software client for Temenos in Ghana

Global Solutions says the bank is the first live site in West Africa for Temenos’ latest Java-based version of T24

Rise of the machines: Chinese investors flock to robo-advisors

Chinese retail investors like Ma are flocking to automated advice and trading programs, so-called robo-advisors, looking for affordable access to advice to improve returns at a time of low interest rates, weak domestic equity markets and pressure on real

London entrepreneur launches The New Rich List, a funding and accelerator programme

It will also give them the opportunity to collaborate with other businesses in the portfolio, according to a report from Market Watch.

German Bankers Turn Tech Entrepreneurs

Trend picks up as many European leaders call for more homegrown tech champions

New core banking software project for Temenos in Canada

The vendor is already well established in Canada’s credit unions space

Munnypot Starts Low-Cost Robo-Advice Service For Mass Market

Financial services entrepreneurs Simon Redgrave and Andrew Fay co-founded Munnypot.

Smead Capital "Goes Live" with SS&C's Global Wealth Platform

The firm was formed in July 2007 by CIO Bill Smead, who first created the firm's investment discipline in 1993.

DriveWealth Expands API Portfolio with Wealth Management Services

DriveWealth has announced a number of wealth management partners in recent months.

Digital adoption lags in wealth management industry

This is largely driven by the misconception that wealth management is, and needs to remain a human-led business, and technology is only an adjunct to this.

Vanare, Redtail Streamline Account Opening for Financial Advisors and Their Clients

The moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.

Northern Trust Partners with BEx to Provide Enhanced Foreign Exchange Solutions

Partnership Enhances Capabilities for Northern Trust’s Capital Markets Group

Savvy clients want instant, dynamic reports By: Mike Kendall, SS&C

Today’s investors want instant, easy-to-understand, dynamic, and informative reports on their investment activity.

SS&C wins $244bn Russell Investments middle office mandate

Admin will provide services across Russell’s range of traditional and alternative assets

FinTech