12/18/2019
Netwealth losses rise 24% as it ploughs cash into hire spree
Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.
FinTech
12/18/2019
The Wealth Management Firm of 2025 Is Preparing Today
One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise
12/17/2019
LV-backed fintech firm Wealth Wizards seeks £30m to fund expansion
Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.
12/17/2019
Robo-adviser seeks £30m to expand advice arm
LV invested in the Leamington Spa-based company in 2015.
12/16/2019
Revealed: Top 10 countries leading the race of quantum computing technology
Canada is planning to invest $1 billion in quantum computing technology research.
12/13/2019
Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”
This largely has to do with the Chinese peer to peer lending industry which once was the largest sector of Fintech in the world but has collapsed in spectacular fashion.
12/13/2019
Zug crypto bank expands into nine new countries
Seba, which is based in Zug, received a licence from Finma in August.
12/13/2019
Envestnet | MoneyGuide partners with Buckingham Wealth Partners
MoneyGuide was created to ensure individual complex planning needs could be met, and we are thrilled to partner with Buckingham Strategic Wealth to provide scalable and efficient financial planning software
12/13/2019
TAG Bill Pay Named Finalist for PAM Awards 2020
TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.
12/12/2019
MyState launches new managed fund platform
TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions
12/11/2019
Considerations when Expanding into Adjacent Asset Classes and Fund Structures
The move accelerated Acadian’s expansion from traditional long/short portfolios into areas such as futures, futures on swaps, and commodity swaps.
12/11/2019
Killik & Co chooses CREALOGIX
The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.
12/10/2019
Nucoro completes first wealth management project in the insurance sector
Launching under a new brand name, Opsion, SRC were able to add an additional revenue stream and new clients, operating as a disruptive challenger in the retail asset management sector, without sacrificing the established expertise of its main business and
12/10/2019
Blockchain Investment Opportunities for HNW Clients
Accredited investors have access to a broad array of blockchain-focused vehicles, and some have nothing to do with cryptocurrency.
12/10/2019
DBS Wealth Management expands strategic partnership with Avaloq
The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans
12/10/2019
StanChart taking digital route to expansion in Asia and Africa
He told The Straits Times that his bank's digital push into markets like Hong Kong and Singapore is to target a different group of customers
12/10/2019
Nucoro launches wealth management offering for Swiss insurance broker
Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”
12/09/2019
Financial Abuse in the Age of Smartphones
Keystroke-monitoring software, hidden cameras, GPS tracking devices: Survivors chronicle their abuse—and escape
12/06/2019
Limitations of Bitcoin and Anti-Money Laundering Rules in Europe
From November 10, 2019, the new AML regulations regarding cryptocurrencies, exchange and wallet providers came into force
12/06/2019
The Power of Integration : All the Right Connections
Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.