Managers of Wealth

PINTEC Announces First Half 2020 Unaudited Financial Results

Total revenues in the first half of 2020 decreased by 65.0% to RMB251.6 million (US$35.6 million) from RMB719.7 million in the same period of 2019.

How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based Portfolios

Big firms are using AI and machine learning to help clients build individualized portfolios that align with their values.

Adriano Lucatelli: «Picked on Bitcoin, But Meant Investors»

There are too many cryptocurrencies – several thousand of them.

Mitigo joins as latest PIMFA Plus partner to help members combat alarming new trend in ransomware attacks

Ransomware is a type of malicious software which encrypts a firm’s data so it is impossible for them to access any information.

New Wealth to Grow Distribution in Indonesia

CEO Löic Pitrou said the company is currently expanding its ability to deliver multiple digital finance projects in Indonesia to support the fast-growing digital savings and wealth management sector there.

Decentralized Finance: evolving to optimize investment and maximize returns

Decentralized finance uses smart contracts and blockchains to provide financial services previously only available from centralized regulated businesses.

Iress wins ‘Best Adviser Solution’ at the Goodacre virtual awards

The awards ceremony was held virtually for the first time in its 18-year history.

New WealthTech Views Report: How Distributed Ledger Technology & Blockchain are shaping the future of wealth & asset management

The report was created because the wealth and asset management sector continues to face challenges due to the unstoppable digitalization that is threatening traditional business models in finance.

The fintech barbarians are no longer at the gate - they’ve been invited inside

The success of fintech has made banking better.

Bitcoin on its Solution to Turning into Credible Protected-Haven Asset, Says Investor

Inexperienced believes it’s only a matter of time earlier than bitcoin, the most important digital forex by market value, turns into a safe-haven.

SS&C Launches Accredited Financial Services Education Library

SS&C Learning Institute’s new digital library, GAMMA, powers continuing education remotely for clients

Crealogix recognised for “Best Client Self Service System” at Goodacre Financial Technology Awards 2020

The judging panel awarded CREALOGIX with the “Best Client Self Service System” award for its innovative digital wealth management products.

Temenos Banking Software available on Alibaba Cloud to Power Banks’ Digital Transformation

Temenos partners with Alibaba Cloud to offer financial institutions scalability, performance, resilience and innovation

Refinitiv expands its digital capabilities for Wealth Managers

Refinitiv continues its commitment to the Wealth Management industry with the launch of Refinitiv Digital Investor.

What Family Offices Should Consider When Investing In Digital Assets Such As Cryptocurrencies

Bitcoin, whose value increased from zero to $10,000 in the last 10 years, along with other cryptocurrencies, can generate yields between 7% to 12% through open finance products

Oppenheimer announces new strategic alliance with InvestCloud

Oppenheimer's New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience

Razer Fintech and Franklin Templeton to Offer Digital Wealth Management Services to Millennials in Singapore and other Asian Countries

Both companies said that customers will be able to access various digital wealth offerings, which will feature multi-asset solutions across both theme-centered and goals-focused investment portfolios.

FinTech