Managers of Wealth

Why digital banking and robo advice are pairing up

Sometimes they are rivals, sometimes they are working as partners, and sometimes the lines are unclear.

Big banks have dire predictions for those who spend all day ‘keyboard hitting’

Throsby explained that machines will take over “lower-value tasks” and a smaller number of employees will be making more money.

Swiss Bank to Allow Business Accounts for Crypto Companies

While cryptocurrency and blockchain technology have been widely accepted in Switzerland, the banks have not been as friendly.

Avaloq Community Conference 2018

The one-day conference is packed with valuable sessions designed to help banks navigate the rapidly changing financial services industry.

Raymond James joins NEO Connect

Those benefits include more efficient, actively managed mutual funds for investors without having to meet minimum investment requirements or needing to link accounts to reach certain thresholds.

BlackRock Woos Wealth Managers With Risk ‘X-Ray’ Tool

Morgan Stanley, UBS wealth units among those who’ve signed on

FundCount Named Best Client Reporting Solution at the WealthBriefingAsia Awards

The annual WealthBriefingAsia awards from ClearView Financial Media recognize best of breed providers that have demonstrated innovation and excellence in the global private banking, wealth management and trusted advisor communities.

Facebook shared user details with firms after cutting developers' access

Wall Street Journal details access to data during 2015

How the tech tycoon you've never heard of changed the world

By the time Chang stepped down as CEO last week, at the age of 87 and after leading the company for 31 years

The bright future for digital in Asian wealth management

The message is that technological solutions must enable wealth managers to be flexible and to facilitate vital and useful communication

RIA Assets on BNY Mellon's Pershing Platform Cross the $600B Mark

As a result, Pershing is now one of the largest custodians of fiduciary assets in the nation.

IBM and Avaloq to jointly build the ‘Swiss Banking Cloud’

As part of the agreement, the Avaloq employees currently operating Avaloq’s data centres in Zurich and Lugano will join IBM in the existing locations.

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

Avaloq and IBM to build Swiss banking cloud

As part of the agreement, the Avaloq employees currently operating Avaloq’s data centers in Zurich and Lugano will join IBM in the existing locations.

ERI - Winner in the Transaction Processing category

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies which “have demonstrated innovation and excellence” during 2017.

SGG Group makes another acquisition

The transaction, which is subject to regulatory approval, is expected to be completed by August 2018.

Crypto-Focused Hedge Funds Keep Launching at Hectic Pace

The number of crypto-focused fund launches continues to accelerate this year despite the sharp drop in Bitcoin prices from 2017.

The Future For Automated Advice - Wealth Dynamics

Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship

Westpac lost files of hundreds of clients, whistleblowers say

BT Financial Group, the bank’s wealth management arm, reportedly discovered the loss while digitising its records

SST Awards 2018: Best Outsourcing Provider to the Sell Side—Broadridge Financial Solutions

As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.

FinTech