06/29/2021
Netwealth Investments extends strategic partnership with SEI
The SEI Wealth Platform is part of SEI’s Global Wealth Management Services business
06/29/2021
Artificial Intelligence, Ethics, Societal and Geopolitical Challenges: Striking a Balance in a Hurry
The impact of any new technology on society is primarily a function of the intention of those who own and control it.
06/29/2021
Cathie Wood, 21Shares Eye Crypto ETF in U.S.
However, Wood and 21Shares may have to wait a while before the fund can launch.
06/29/2021
After a year that disrupted the industry, global rankings show that fintech is thriving
The report also shows that significant investment came into the sector during the year.
06/29/2021
Banks to Move Online and Form Customer-Centric Digital Ecosystems Within Five Years, Finds Economist Intelligence Unit Report for Temenos
The report written by the Economist Intelligence Unit (EIU) entitled “Branching out: can banks move from city centres to digital ecosystems?” is based on a recent survey of 305 senior global banking executives.
06/29/2021
JP Morgan to acquire values-based investment specialist
Accelerates ESG investing capabilities for Wealth Management clients
06/28/2021
Just Wealth deploys Openwork-developed CRM system
These ensure wealth advisers can efficiently manage their time, and communicate effectively with clients.
06/28/2021
Introducing SS&C Lyric. Bold. Ambitious. Real.
Lyric is the natural—yet ambitious—next step to revolutionize the back end of the operation.
06/28/2021
The new organizational structure will accelerate technology innovation and strategic product development in rapidly evolving markets and enhance the overall customer experience.
06/28/2021
The funds the bank will offer include two from Galaxy Digital, a crypto firm founded by Mike Novogratz, while the third is a joint effort from asset manager FS Investments and Bitcoin company NYDIG.
06/25/2021
Hugo’s Gold Vault is backed by physical gold stored in an accredited LBMA (London Bullion Market Association) vault and insured by Lloyds of London
06/24/2021
This will give Avaloq clients a direct, fully automated means of offering individual investment solutions.
06/24/2021
Vendors in Switzerland – including H&M, Campz, Mango, and Calida – have already integrated Klarna's payments technology, but not the app itself. Its best-known feature is a «point of sale lending» function which enables cl
06/24/2021
The license of ATHEXCSD under CSDR as of April 12, 2021 is bringing new opportunities for servicing Issuers, Members and their clients.
06/24/2021
The Spanish banking group added that the extension of this service to other countries would depend on the demand and regulation.
06/24/2021
The firm announced Thursday morning the new group, dubbed Digital Assets Group, which will sit within its wealth management division, Citi Global Wealth Investments, according to the memo.
06/23/2021
"We are extremely proud that Broadridge continues to be the provider of choice for globally recognised financial institutions looking to streamline and de-risk their regulatory reporting process."
06/23/2021
The Robots Are Coming. Is Your Firm Ready?
The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment
06/23/2021
The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience.
06/22/2021
Most of these can be mitigated with a combination of more data and modern technology, automating processes and bringing best practice.