Managers of Wealth

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.

Removing the back-office burden for advisers

It can reduce data errors and free up advisers’ time – but only if done properly

Osirium Technologies Secures Two Annual Contracts For PxM Platform

The AIM-listed company noted the contract with the UK university is an upgrade from Osirium's free of charge PxM Express offering, and is for over 100 devices and covers software and technical support.

From hype to help: AI adds value to process automation

There’s been a lot of hype surrounding both in the past, but recent advances in tech are helping leading businesses find exciting ways to bring their value to process automation.

Kofax Establishes Leadership Position as the Only RPA Provider Delivering End-to-End Intelligent Automation

As part of Kofax’s Intelligent Automation platform, Kofax RPA uniquely addresses common limitations while digitally transforming operations at scale

London is now home to the world’s first A.I bar that serves drinks using facial recognition

With the help of a facial recognition system developed by DataSparQ that puts customers in an ‘intelligently virtual’ queue, customers can now get their order served to them based on when they arrived versus how loud they can shout.

Does blockchain have a place in wealth management?

While innovation could transform the industry, regulation may hold it back

Swissquote Bank’s H1 net profit falls due to ‘significant’ decline in crypto trading business

Earlier this year, the bank also announced the launch of cryptocurrency custody service for both retail and institutional customers, in an association with Crypto Storage AG.

The Why and How of Transforming Wealth Management for the Digital Age

To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.

Northern Trust launches new investment performance reporting tool

The introduction of persona-based set up enables speed of implementation while delivering the most relevant information to each user.

Fintech Platform Acquires Securities Firm

The acquisition «enhances the Group’s leading position in the alternative lending market and enables us to immediately ramp up our engagement with sophisticated investors via debt securities fundraising and credit fund management,» Helic

FinTech