Managers of Wealth

Global Custodian’s Industry Leaders award winners announced

SS&C’s Bill Stone takes home Lifetime Achievement award as Pershing, Trident Trust, Ultimus, Digital Asset, BNP Paribas and Morgan Stanley all win big.

80% of Wealth Managers Think Their Firm's Technology Is Not Good Enough

InvestCloud launches The State of Digital Investment Management report 2018

As Cybercrime Costs Soar, Wealthy to Get New Tool From Norton, Aon

One research firm says the price tag for cybercrime could hit $6 trillion by 2021; New York's Global Cyber Center picks up steam.

UBS Said to Prepare Cloud Move to Secret Microsoft Data Centers

Banks in Switzerland, the world’s largest center for offshore wealth, are under pressure to cut costs as low interest rates and the dismantling of the nation’s banking secrecy squeeze profits.

Morgan Stanley Announces Technology Partnership with Yext to Enhance Financial Advisors’ Digital Presence and Increase Prospecting Success Through Intelligent Search

By maintaining current page design on the front end and using the Yext Knowledge Engine for our backend website management technology, Morgan Stanley Financial Advisors will now be able to quickly and seamlessly engage with clients and prospects in the mo

Finantix announces a strategic growth investment by Motive Partners

Finantix founders and the management team will continue to lead the company to achieve a shared vision and to ensure high service quality to all existing and future clients.

How Cyberattacks Hurt the Wealthy

This is particularly true for ultra wealthy individuals and celebrities with active social media accounts, which some protect with easy-to-decipher passwords, despite their importance.

The 2019 investment horizon – the big trends coming down the track

Ideas from the CIO at Canaccord Genuity Wealth Management

$1 Million Bet: Crypto Hedge Fund Wagers Crypto to Outperform Stock Market This Decade

The cryptocurrency investment firm is calling the challenge the Buffett Bet 2.0, mimicking Warren Buffet’s 2007 decision to bet $1 million that the S&P 500 would do better than a group of hedge funds against asset manager Protégé P

Is technology the climate saviour?

This is close to the emissions reduction targets of 2050, but misses the Paris Agreement climate targets for 2030.

IRESS launches client portal through XPLAN software

IRESS has launched a customisable client portal via its XPLAN software.

Robo-Advisers Brace for a Downturn With Less Risky Options

Robo-adviser startups have greatly benefited from the boom times by referring people to high-performing, low-cost exchange-traded funds.

Cryptocurrency and Digital Asset Custody – Solving the Security Conundrum

Cryptocurrencies - he reported - have had a major struggle this year

Avaloq and Gazprombank go crypto for wealthtech

Security and ease of use will be fundamental to the new solution

HSBC targets 2.7m account holders with robo launch

A spokesperson for the group said users would be charged a one-off fee of 0.5% of assets.

Banking Giant State Street Acknowledges Clients’ High Interest for Crypto Custody

State Street recently dethroned BNY Mellon, a firm that previously held the title of the world’s largest custodian for three straight years. The famous bank currently handles just over $33.12 trillion in assets under custody.

SS&C Advent takes two AFTA awards

Credit for the product’s success, as the AFTA judges agreed, is directly due to the project team

Chambers Ranks Top US Blockchain/Crypto Lawyers

Blockchain is a relatively new sector falling in the Fintech industry

Three ways to get started with AI-powered marketing by SS&C Technologies

You can’t implement sophisticated personalization across your entire audience with traditional marketing.

How Game Theory and Blockchain Can Help Support a Better Banking Network

Modern banking, the type that you access on your phone when you deposit a check with a photo or when you send money using Venmo, often functions according to a Banking as a Service model.

FinTech