11/27/2019
Wealth management startup prepares for 2020 launch
The London-based firm said it is also working on a series of short form animated videos to help people learn how different asset classes work.
11/27/2019
An agreement has been signed between the two parties to extend the promotion of EOS Portfolio Management
11/27/2019
HSBC swaps paper records for blockchain to track $20 billion worth of assets
The HSBC platform will digitise paper-based records of private placements, using blockchain to reduce the time it takes investors to make checks or queries on holdings.
11/27/2019
No wealth manager left behind?
Many businesses are struggling against a wave of digitisation in the wealth management arena
11/27/2019
UBS global bank executive Claude Waelchli to launch Tokenyz digital securities blockchain to rival Securitize, SharesPost and OpenFinance.
11/25/2019
The up-surging trends predict the new age technologies like big data will soon become mainstream while further helping conceive novel business models.
11/25/2019
By combining the talent, expertise and market knowledge of both companies
11/25/2019
The good news is that there are steps you can take to minimize the risk to your firm.
11/22/2019
Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor
11/22/2019
Quilter platform Old Mutual Wealth (OMW) head of proposition marketing Jeremy Mugridge has said the team are "not scared" as it prepares re-platform from one technology to another.
11/22/2019
We’ve done the hard work for you, so just sit back and enjoy the light reading.
11/21/2019
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Axess IQ helps streamline order flow and enhance execution performance
11/21/2019
Addepar says assets linked to its technology are growing at an average of $10 billion a week
11/20/2019
"This acquisition aligns to Broadridge's strategy of providing a true cross-asset platform to enable asset management clients to have a single view into their entire book of business."
11/19/2019
The origin of Bitcoin might have caused many to doubt its efficacy.
11/19/2019
Avaloq has been selected to help the bank capitalise on market opportunities and the need for enhanced, digital-led service capabilities.
11/19/2019
Fintechs – the abbreviation combines “financial services” and “technology”
11/19/2019
A recent study commissioned by SS&C, a survey of more than 90 senior technology and data management executives, revealed that only 18% of respondents reported full end-to-end automation at their organizations.
11/18/2019
The bureau may launch its own investigation into the sale of OneCoin, which falsely claims to be a digital currency similar to Bitcoin