Managers of Wealth

Robo targets ‘emerging HNWIs’

The market segment is believed to be underserved by boutique wealth managers.

Deposit Solutions partners with Close Brothers to collect from Switzerland

The new partnership comes at a time, in which banks in Switzerland are not paying interest on euro savings accounts.

Finance Needs People Who Work Well With Robots

Artificial intelligence is displacing jobs, but also creating new ones.

Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months

The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv

Mauritius to embrace Blockchain Technology

Considerable technological investment and appropriate employee training will need to be implemented in the coming months.

Swissquote gets the green light to expand into Asia

This move comes one year after Swissquote pushed for a greater share of the European market by acquiring Luxembourg-based competitor Internaxx.

China Central Bank Crypto Can Canabalize Alipay, Wechat Pay -Analyst

In addition, the digital currency could help limit capital outflows.

China’s New Model of Blockchain-Driven Philanthropy

Blockchain has done more than simply enable Chinese social entrepreneurs to improve the transparency, trustworthiness, and fundraising of the country’s charitable causes. It has helped launch a more decentralized and autonomous philanthropic sector.

Can RPA Tools Transform Investment Management, Creating Winners, Losers and New Players?

It is easy to see how bots can bring even greater efficiency here.

Portuguese banks back Open API platform

The promise is that the platform acts as a hub that lets startups and other fintechs tap into bank data to provide consumers with new services, boosting competition while also offering opportunities for collaboration.

Paid blogging is ‘big business’ for robo advisors

Wealthfront was among the first of two robos to settle an enforcement action with the SEC in part for failing to fully disclose that it paid for referrals.

Aberdeen Standard Investments Successfully Integrates and Extends Investor Servicing with SS&C

SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.

SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIA Compliance Software

The integration is now live and available to RIA in a Box MyRIACompliance clients.

Potential models for a global transfer agency

A global technology platform is considered by many to be the ideal form of global transfer agency.

Q2 2019 Cryptocurrency Anti-Money Laundering Report

Rivalling robberies in the first quarter, hackers stole more than $124 million from exchanges and infrastructure in Q2, making a total of $227 million stolen from exchanges so far this year.

LPL Financial Selects Wealthbox CRM for Vendor Affinity Program

Vendors are selected for inclusion in the program based in part on the interest of LPL-affiliated advisors as well as technology security and compliance requirements.

46 Percent of Legal Organizations to Experience a Cybersecurity Incident in the Next Year

The need to protect sensitive business and personal data made the legal industry one of the earliest adopters of Managed Detection and Response technologies

Welsh Fintech Eyes Global Expansion With £3+Million Investment Boost

Over the last year, the company has been recognised both regionally and nationally, named one of 20 UK fintech companies to watch

CIBC Selects SEI Wealth Platform to Power Growth Strategy

SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals

Apex and eFront partner to deliver portal access solution to asset managers

Teamed with Apex’s ability to support the broadest range of private equity technology platforms in the industry, eFront Investment Café provides managers with a tailored platform solution to best suit their structure.

FinTech