04/21/2021
HSBC adds live chat to robo-advice platform
Live chat will be available Monday to Friday from 8am-8pm, and Saturday and Sunday from 9am-5pm.
FinTech
04/21/2021
Tales From The Crypto
Are cryptocurrencies finally moving from fad to fundamental asset type? We take a look at why you might want to get involved, and the risks to steer clear of.
04/20/2021
True Wealth Manages Half a Billion Swiss Francs of Client Assets
The fact that the response has been so positive confirms our mission to make investing as efficient and simple as it gets for everyone.
04/20/2021
SS&C Moves Forward on Acquisition of Mainstream Group
The purchase will be subject to customary conditions, including approval by Mainstream shareholders, the relevant Australian court and certain regulatory approvals, and is expected to close in the third quarter of 2021.
04/20/2021
London-based wealthtech Bite Investments bags funding for its alternative investment platform
“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”
04/19/2021
Taurus launches the World’s first regulated marketplace for digital assets
The launch of Taurus' Digital eXchange “TDX” meets the increasing demand from banks and issuers alike to access an open and independent infrastructure for tokenized securities and private assets.
04/19/2021
Geneva fintech launches digital assets marketplace
TDX allows banks and sophisticated investors to trade and exchange any types of digital assets.
04/19/2021
3 WealthTech companies transforming the European financial market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
04/16/2021
Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities
As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.
04/15/2021
Introducing The Irish AML Regime For Crypto Providers
This update highlights the key requirements which will apply to VASPs and the new registration requirement.
04/15/2021
Julius Baer Rolls Out Digital Advisor in Asia
The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.
04/14/2021
Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report
WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem
04/14/2021
HSBC Swims Against Crypto Tide
The company adopted a policy last year to primarily hold bitcoin instead of cash, and has been purchasing the cryptocurrency with its extra cash and paying its directors in BTC.
04/14/2021
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
"This strong result suggests the positive trends in hedge fund asset growth and retention since the COVID-19 outbreak is still intact."
04/14/2021
Maverix Private Equity Chooses SS&C for Inaugural Fund Launch
Canada’s leading growth equity firm will leverage SS&C GlobeOp for $500M Maverix Growth Equity Fund
04/13/2021
Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
CLMi’s lean and agile infrastructure eliminates the need for complex and time-consuming configuration
04/13/2021
Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech
Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey
04/13/2021
Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution
The tool accounts for total household income, allowing clients to include loved ones in their financial plan and better take control of their finances, all at their fingertips.
04/12/2021
Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?
Find out how the investment platform compares to Vanguard, AJ Bell and more
04/12/2021
MyLife MyFinance Completes End-to-End Digital Transformation with Temenos SaaS
With Temenos’ front-to-back SaaS digital banking platform, MyLife MyFinance will achieve straight-through processing for 90% of new customers