08/30/2016
Pershing Offers New Mutual Fund and ETF Solutions for Emerging and Mass-affluent Investors
New offering from Lockwood also assists registered reps looking to transition to fee-based advisory mode
08/30/2016
Platform Avalon switches to FNZ technology
The Avalon platform was its own platform but it plugged into Cofunds for downstream services. We are now moving to FNZ.
08/29/2016
Wealth management industry is one of the least tech-literate sectors - PwC
Expectation for wealth managers to be technologically proficient growing
08/29/2016
This is a further key step in Avaloq's internationalisation, and consolidates the company's positioning in private banking.
08/29/2016
The boss of challenger bank Monzo has warned that major British banks face ruin as they are swept away by new technology.
08/28/2016
To analyze unstructured financial data
08/26/2016
In this post, you will be introduced to three new ways through which the fintech sector enables us to invest our money.
08/26/2016
The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisors address a variety of investment needs for end investors.
08/26/2016
Osirium said the three-year deal was expected to deliver a material financial contribution in the current year.
08/25/2016
Innovest is on track to continue growth into 2017 with an updated wealth management end-client portal experience
08/25/2016
Credit Suisse and UBS invest in ‘accelerator’ to help develop 30 start-ups
08/25/2016
The service is expected to be available to U.S. Bancorp Investments clients in 2017.
08/25/2016
The addition of Allfunds brings the panel up to four subcustodians, including the Cofunds platform and HSBC.
08/25/2016
Only 23% of clients with assets worth over USD 10 million would choose to recommend their current advisor, according to the report.
08/25/2016
The study’s authors attribute the spike to the proliferation of automated advice offerings geared toward retirement plan participants and to the growing use of online and app-based financial account access tools.
08/24/2016
The approach regulators take will have a significant impact on how big fintech gets and how fast it gets there.
08/24/2016
Access to investment portfolio anywhere, anytime
08/23/2016
OLYMPIC Banking System OLYMPIC Banking System in Indonesia OLYMPIC Banking System is now playing an important role in one of the major brokerage firms in the Indonesian capital, Jakarta.
08/23/2016
Appway built a solution for universal banks, private banks, and wealth managers
08/23/2016
Land Bank of the Philippines launched its custody operations in the country recently.