07/05/2023
Wealth managers need to get with the tech programme
Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services
FinTech
07/05/2023
Need for educated financial decision-making as DWP launches Midlife MOT
It is a reminder to everyone that it is worth taking stock of these things well before retirement is on the horizon in order to make important decisions – like when to retire, how much to save and whether to pay down the mortgage.
06/29/2023
TISE & Shieldpay announce strategic partnership to transform private market transactions
Through this partnership, more businesses will have the opportunity to benefit from the efficiency and cost-effectiveness the integrated platform offers
06/28/2023
Smart wealth is doing pioneering work
This advance offers investors a new level of security, transparency and accessibility.
06/26/2023
Schroders announces blockchain digital asset project with Singapore's monetary authority
Schroders says MAS's Project Guardian aims to support global efforts in testing the feasibility of tokenised assets while “managing risks to financial stability and integrity”.
06/23/2023
US asset managers apply to SEC for bitcoin ETFs
The SEC maintains that digital assets should be treated the same way as conventional securities and subject to the same rules.
06/23/2023
Demystifying the Technology Transformation Gap in Wealth Management
He offered delegates at the Hubbis Independent Wealth Management Forum his views on these questions.
06/22/2023
Should asset managers be afraid of artificial intelligence?
The whole thing has become a joyful cacophony, alternating between utopian dreams and more or less orchestrated catastrophic gloom.
06/22/2023
Colbr taps Powens for real-time wealth management
Colbr users will now benefit from an intuitive interface, making it a valuable tool among high-income Millennials.
06/22/2023
Investment app Plum expands offering
In addition, Plum is introducing ‘Price Alerts’, which will allow customers to set target prices on stocks.
06/21/2023
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/20/2023
Backbase acquires digital wealth platform Nucoro
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
06/20/2023
How wealth tech improvements will enhance this advisor's personalized service
'We'll spend less time on administration and more helping them get where they want to be'
06/16/2023
Between Buffett and ChatGPT: Syz's Monchau on the future of AI
Charles-Henry Monchau talks about the artificial intelligence buzz gripping the industry and its impact on investment processes going forward.
06/15/2023
Should wealth managers fear robo-advisory?
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
06/14/2023
Avaloq Partners With World's Largest Asset Manager
Avaloq’s software will dock onto Blackrock’s investment engine Aladdin
06/13/2023
Sygnum Singapore receives in-principle approval of Major Payment Institution Licence from the MAS
Sygnum Singapore further leverages the group’s regulated banking infrastructure, product portfolio and digital asset technology expertise
06/12/2023
Success for Temenos at Global Private Banking Innovation Awards 2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager
06/12/2023
HSBC channels former SVB UK arm into 'Innovation Banking' division
HSBC channels former SVB UK arm into 'Innovation Banking' division
06/08/2023
Three wins for Temenos at WealthBriefingAsia Awards 2023
Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards