02/16/2021
Social media ‘influencers’ are an untapped client pool
‘People aren’t taking them seriously’ and ‘do not understand the income that they can achieve’
02/16/2021
Silicon Valley wealth adviser Iconiq sets up European outpost
The San Francisco-based firm, which has about US$54 billion in assets under management, has backed companies including Snowflake, which went public in September, as well as Robinhood Markets and Epic Games, the creator of Fortnite.
02/16/2021
From employee health and safety protection to workforce planning, how workforce management technology can help you prepare for the future of work.
02/16/2021
These services include loan and deposit products
02/15/2021
Megan Jones comments on the latest OCC crypto bank approval and the post-Trump future
Despite this, Megan cautions that the future of digital assets in the US will likely involve strict enforcement and focus on anti-money laundering compliance and reporting requirements.
02/15/2021
Avaloq invests in Raquest
The German company's software promises to make it easy for financial institutions to get relief at source and reclaim withholding tax through automated digital processing.
02/15/2021
Other participants include the Swiss Investment Managers Alliance, comprising companies which together manage funds of over CHF 100 billion ($112 billion).
02/14/2021
The DIT’s RegTech Roadshow will take place virtually between the 22nd and the 26th February 2021
02/14/2021
Robo-advisory platform users are forecast to grow 28 per cent in 2021 while assets under management are projected to reach US$1.7 billion: Statista
02/11/2021
SS&C Health completed the new COVAX Program, focused on ensuring the successful completion of the COVID Vaccine series for members receiving the vaccination from SS&C Health partner pharmacies.
02/11/2021
All Level 4 training materials have been moved online, supported by videos, voice overs and questions to check understanding.
02/11/2021
In a note on Tuesday, UBS' Mark Haefele gave these three reasons why investors should practice caution before speculating in bitcoin.
02/11/2021
The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias.
02/11/2021
The cross-functional, cross-business team, which will be led by Mike Demissie, head of Advanced Solutions at BNY Mellon, is currently developing a client-facing prototype that is designed to be the industry's first multi-asset digital custody and adm
02/11/2021
Sending a strong signal to international open banking competitors
02/10/2021
27% of institutional investors in the U.S. hold crypto-assets
02/10/2021
A more conversational approach to even simple automated tasks can put the human touch – and a premium service level – at the heart of the next generation of digital wealth tools.
02/09/2021
The risks facing financial services players are multiplying and evolving. Creating a dynamic and proactive risk culture is essential to prevent serious losses.
02/09/2021
Lauxera Capital Partners is a new, independent investment firm focused on facilitating growth in healthcare companies.
02/09/2021
AutoRek was chosen following a highly competitive recruitment process.