03/15/2021
Indigita and New Access partner to bring automated compliance controls to wealth management industry
The collaboration makes automated cross-border and suitability checks based on leading regulatory knowhow available in New Access’ award-winning suite of digital solutions.
03/15/2021
When soldiers return home from a deployment, there’s the elation that is often followed by a period of disruptive adjustment for service members and their families.
03/15/2021
Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends
03/12/2021
Real estate investment trusts (REITs) is one approach the markets took to solve some of these problems, they allow fractional ownership and in Asia are tradable on stock markets.
03/12/2021
The EU has also been taking an increasing interest in this area.
03/12/2021
Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements, and published only a few business days after they occur.
03/12/2021
Only 10% of board directors at leading banks have professional technology experience; one-third of banks have no board members with technology experience
03/12/2021
Moonfare oversees around €500m on its platform and will provide Fidelity's clients access to private market strategies
03/11/2021
Temenos receives the Bronze Class distinction for its excellent sustainability performance
03/11/2021
Industry targets tech-savvy younger generation in Hong Kong and mainland China
03/11/2021
When asked why they think professional investors will increase their exposure to cryptocurrencies, the main reason given was anticipated growth in valuations – highlighted by 56 per cent of those surveyed.
03/10/2021
A seasoned veteran of the European robo-advisory market, he too shared an interest in a different investment model because of his own experiences.
03/10/2021
The platform provides demand-driven scalability, high speed data transfers and processing capabilities designed to handle large data volumes.
03/10/2021
85% of Wealth Managers Who Hold Bitcoin Plan to Buy More
New research found that a majority of institutional investors already holding Bitcoin plan to increase their exposure to the asset.
03/10/2021
Our customers want to grow their client base reaching digital savvy people
03/09/2021
The partnership represents the latest development on Fortu’s journey to revolutionize the worlds of private banking and wealth management.
03/09/2021
Using algorithms to deliver tailored solutions, robo-advisors make investment affordable
03/09/2021
As part of the new financing, WeLab Bank intends to enter the digital wealth management and insurance market through a working alliance with Allianz Global Investors.
03/09/2021
The acquisition of Emphasys Technologies marks our entry into the US and will provide a foundation for the development of our capital markets services suite in the country.
03/09/2021
The Zurich-based boutique private bank NPB, founded in 2001, has been a partner of Incore since 2013.