07/03/2019
Wealth manager moves service management to the Cloud
An existing user of Sunrise with an on-premise installation, Charles Stanley saw an opportunity to improve processes and align to the ITIL framework, while also grasping the benefits of a SaaS-based platform.
07/03/2019
We should not be scared of AI per se, but of its premature deployment in settings where it has not been thoroughly tested.
07/03/2019
This transaction is part of the Allfunds’ strategic plan to consolidate its position as a leading fund research provider for institutional investors.
07/02/2019
This includes things like how much they should be contributing to a workplace pension, how to build long-term savings and advice on investing their money.
07/02/2019
The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work, distinguishing them from their competitors and proving them worthy of recognition.
07/02/2019
Just hours after GBST revealed SS&C Technologies had beaten out local company Bravura's $3-per-share non-binding proposal by putting forward a $3.25-per-share offer, Street Talk revealed FNZ had swooped in with a $3.50- per-share offer.
07/02/2019
Digital transformation used to be thought of as simply “going paperless.”
07/01/2019
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.
07/01/2019
A new paper details the results of the survey alongside findings from other regional studies
06/29/2019
Bitcoin is the opposite of fiat currencies, which generally exhibit price-stability but are susceptible to periodic bouts of financial system instability.
06/27/2019
Blockchain appeared in 2008 with the peer-to-peer electronic cash system developed by Satoshi Nakamoto (called Bitcoin), and it is on the verge of revolutionising how we interact and conclude transactions in the digital world.
06/27/2019
The awards are based on the strength of a technology vendor’s ongoing development efforts and enhancements, and the impact of their specific solutions on the client experience.
06/26/2019
Broadridge to build out the platform to serve all PE market participants
06/26/2019
Four wealth managers detail their initial reactions towards Libra’s Swiss arrival, and what the future holds for cryptocurrency firms.
06/26/2019
Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.
06/25/2019
Waddell & Reed outsources transfer agency and compliance services mandate
06/25/2019
The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.
06/24/2019
Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.
06/24/2019
The move by FATF, which groups countries from the United States to China and bodies such as the European Commission
06/24/2019
The island’s ILS rules proved their worth, as Guernsey structures were tested by various weather events and were proven to function well in paying claims to underlying policy holders.