Managers of Wealth

Transitioning from a registered investment advisor to a multi-family office

A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.

Will Robo-Advisors Replace Traditional Financial Planners?

The growth of robo advice has many wondering if human advisors face extinction.

AI in financial services: addressing the risk of bias

Businesses should also consider engaging with collaborative industry initiatives to share best practice and knowledge on the development of AI.

ICS Financial Systems: data-driven solutions are key to adapting to a new world

The wealth management industry has had to rapidly evolve as customers demand the latest digital solutions.

CLSA expands access for Asia rich to unicorn tech investments

CLSA says it is the first to offer such diverse access to private companies so widely in Asia.

Digital Wealth Maanagement: Automation And Cost Reduction To Create Value

One of the implications for financial institutions is the need for greater attention to the strategy of creating value: in a world where the speed of change is dizzying, operating as usual is no longer enough.

SS&C Algorithmics wins Risk Technology Awards 2020 Bank ALM system of the year

The judges were impressed with the “rich and comprehensive integrated functionality…It makes good use of technology

Forte Securities selects Axia for investment and custody operations

Forte Securities selected Axia platform as the core system for its custody services offering

Canoe Intelligence and SS&C team up

Canoe leverages a combination of industry expertise and advanced AI and machine learning techniques to eliminate the operational inefficiencies associated with alternative investment workflows.

InvestSuite joins Avaloq.one ecosystem

The company provides distinct automated investment products for private banks and wealth managers.

Oppenheimer & Co. Inc. Appoints Managing Director In The Technology Investment Banking Group

Berntzen joins Oppenheimer with almost thirty years of experience in strategic M&A advisory and corporate development across numerous technology verticals.

JBWere to continue using Praemium

The two initially partnered on client reporting and administration solution on JBWere's wealth management portfolios on in 2016.

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years

Web 3.0 and the return of privacy

Anyone old enough to remember life before the Internet became ubiquitous will be well aware of the many benefits it has brought.

Investment app Evarvest is teaching users the tricks of the trade

The investment space is attractive to many, but is also full of pitfalls and unexpected financial costs.

corfinancial inks partnership with technology consultancy

the software gives managers freedom within a framework to construct and manage portfolios in the context of risk, policy and mandate, so they achieve suitability whilst delivering control and transparency to management.

How fintech in finance has developed during lockdown, and what’s in store for the future By Saka Nuru, Intuit Quickbooks

A recent survey from Encompass Corporation even revealed that as many as four in 10 businesses were actually planning to scrap their banking provider due to slow services during Covid-19.

How Firms are Adjusting to their New Working Environment

They provide a range of services to private investors, trustees, charities, pension funds and institutional clients.

Digital WM launches think tank and names members

Kore Technologies is a blockchain focused software and infrastructure company.

First Swiss bank integrates with Europe’s largest crypto exchange

The bank announced a strategy to focus more on digital assets in June.

FinTech