11/16/2015
Praemium extends partnership with Infocus Wealth
Investment administration provider Praemium has enhanced its partnership with financial advice group Infocus Wealth Management.
11/13/2015
The platform’s bi-directional, workflow-oriented integrations with complementary advisory solutions enables wealth managers to offer their clients a completely tailored experience.
11/13/2015
The incident occurred when the 32 clients were placed in an incorrect group to receive messages from the Nutmail system, therefore having unintentional access to other people's personal data.
11/13/2015
This award, in the Risk Management category, is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive Market/Investment Risk Management space for the Buy-Side sector.
11/11/2015
The system has been put in place after a six month implementation period and is designed to support the rapid growth Nutmeg is anticipating.
11/10/2015
Leading Italian robo-advisor secures £11m backing for UK launch
Launched in Italy in 2012, the company now claims around 50,000 registered users
11/10/2015
The blockchain a sort of ledger that tracks transactions without an intermediary like a bank, and it's the something that the financial industry is excited about.
11/10/2015
The awards were presented on Friday, November 6, 2015, during the Buy-Side Technology Awards luncheon at Le Meridien Piccadilly in London.
11/05/2015
Swiss mandate for SimCorp
The implementation of a fully integrated solution is aligned with our strategy, which aims at focusing our resources on core business.
11/02/2015
From the humble telephone to the endless reach of mobile devices, advisors’ technology has changed a lot
11/02/2015
The new eXimius system is part of the bank’s strategic IT simplification and renewal program.
10/30/2015
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
10/29/2015
Advisors can set up different profiles for individuals or groups of clients
10/28/2015
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 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
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
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
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.