11/12/2020
Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.
11/12/2020
KBC shifts digital transformation and customer experience up a gear with ‘Differently: the Next Level’
KBC Group is today announcing its updated strategy and non-financial guidance.
11/12/2020
Cumulatively, the SS&C GlobeOp Capital Movement Index for November 2020 stands at 130.52 points, an increase of 0.31 points over October 2020.
11/11/2020
Swiss private bank signs with FundApps
FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face.
11/11/2020
Ennio Carboni to Lead Product & Engineering as SS&C Eze Continues Expansion
11/11/2020
This prize is awarded to organisations that have best harnessed technology and digital solutions in the wealth management sector in Canada over the last 12-18 months.
11/10/2020
Citi calculates the number of financial advisers in Australia continues to decline and advisers remain key to choosing a platform
11/10/2020
This new partnership is set to enable financial institutions to use the Avaloq Banking Suite and other Avaloq platforms on Google Cloud.
11/10/2020
In response to a higher volume of finance requests, they must facilitate trade more efficiently and with greater connectivity to the broader trade finance ecosystem.
11/10/2020
Both partners see major benefits in such a collaboration.
11/09/2020
Wine is a US$300 billion industry, and only a few startups have been making big waves in this niche.
11/06/2020
CISI offers new e-learning course on vulnerable customers
This e-learning assessment will help identify vulnerable customers and explain the necessary practices and guidance which are necessary for finance professionals to demonstrate their duty of care.
11/06/2020
Members will identify areas in which the conditions for green fintech in Switzerland could be improved, offering concrete proposals to both the government and the private sector.
11/06/2020
Moving to a new engagement model…digital first!
The need for increased sales efficiencies and effectiveness is not/will not go away.
11/06/2020
Digital shift could cut costs and open sector for broader range of clients
11/06/2020
Forget what you know about digital asset infrastructures.
11/05/2020
ESG investing has grown significantly over the past few years as investors, businesses, governments and a range of stakeholders look to address critical challenges such as climate change, environmental damage, social inequality and discrimination.
11/05/2020
The arrival of broader data sets, new technologies, and more sophisticated data modelling techniques has been transformative.
11/04/2020
Current times call for remote working, communication, and networking
11/02/2020
The deal has been funded from the platform’s existing reserves and is expected to complete by the end of the year.