04/07/2019
Digital and remote sales: focus on the 3 “t’s” for a successful strategy
Remote sales, where the interaction between advisor and salesperson primarily occurs via phone or online, is hardly a radical idea.
FinTech
04/07/2019
Not Staying Neutral: Switzerland Paves the Way for Crypto Regulation
At the core of Switzerland’s ability to proactively develop its blockchain industry has been its decentralized political system.
04/05/2019
Pivoting to digital maturity - Deloitte
Seven capabilities central to digital transformation
04/05/2019
Top Image shareholders approve acquisition by Kofax
Quorum was achieved with 99% of the voting shareholders approving the merger.
04/04/2019
Gibraltar thriving as blockchain outshines Brexit
Rather, the government’s decision to introduce the world’s first comprehensive regulatory regime for distributed ledger technology, which includes blockchain and cryptocurrencies, has put the Rock firmly on the map.
04/04/2019
HSBC Bank Recognized for World Class Banking Innovation
We’re committed to transforming the entire banking experience for our customers
04/04/2019
Brace For Holistic Advice ( And Please, Trash That Outdated Technology)
There are risks in scaling technology and maybe some resistance to change.
04/03/2019
Temenos Releases 2019 State of Digital Sales in Banking Report
The matrix is the only tool of its kind to measure both the quality and the quantity of banks’ digital offerings.
04/03/2019
Can Regulations Bolster Cybersecurity for Family Offices?
According to data from the Symantec Corporation and the World Economic Forum, 30% of family offices have absolutely no cybersecurity defense measures in place. “
04/03/2019
Mobile wealth management account openings soar in Europe
The number of mobile wealth management openings globally was 43% in 2019, which was boosted by Australia's 60%.
04/03/2019
ABN Amro Selects Temenos
ABN Amro first implemented the Temenos T24 core banking platform “ the forerunner to Temenos T24 Transact “ for its corporate banking activities in 2009
04/03/2019
Charles Schwab sets roadmap for shift away from ad valorem charges
Netflix-style fees across the Atlantic could translate for UK intermediaries
04/01/2019
Avaloq chairman unleashes entrepreneurial flair for social good
Financial technology is a big growth sector, and one hugely successful fintech player is utilizing his entrepreneurial flair and know-how to aid social ventures in rural India
04/01/2019
Geneva Frosty on Crypto Rich
Geneva's discreet and worldly private banks are particularly sought out by the new crypto rich
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/29/2019
Ellevest Raises $33M in Funding
The company intends to use the funds to accelerate its growth — including investing in its technology, expanding into new product categories, and working with women to develop new, non-boring financial education.
03/29/2019
Swiss fintechs team up to launch new platform
The tool, which will be available mid-May, will be used by Aquila.
03/28/2019
Digital wealth manager Nutmeg targets 'seven figure sum' in crowdfunding round
The company secured a £45m investment from Convoy and Goldman Sachs in January this year.
03/28/2019
The future is in the cloud, says Avaloq
Swiss-based software company Avaloq says the demand for technological-based financial services will grow with a new generation of wealth, such as the shift to cloud banking
03/28/2019
New advisory capabilities for actively managed accounts
Robo-advisors make a lot of sense for investors with passively managed accounts who can be segmented into broad groups based on: age, projected retirement date and risk tolerance.