12/22/2017
Experiential marketing such as pop-ups require a big investment on behalf of the brand—real-estate, staffing, training—while limiting how many audiences can reach the physical engagement.
12/20/2017
The win also acknowledges Avaloq’s market success with private banks and wealth managers choosing Avaloq technology and services to accelerate their profitable growth.
12/20/2017
There will always be a vital role for the human connection in the wealth management equation, not just in Asia but worldwide.
12/20/2017
Investors with at least $1 million are eligible for the automated investing platform’s private wealth management service.
12/20/2017
Crescent claims tracker will offer secure exposure to 20 coins
12/19/2017
For a moment on Sunday, Bitcoin’s mysterious, anonymous founder was the 44th richest person in the world
12/18/2017
Finantix wins Award for Excellence in Customer Experience
Finantix sales and advisory software is trusted by financial institutions in more than 40 countries
12/18/2017
It’s a classic tale of a start up, with the founders nutting out the idea over a game a squash, leaving their secure jobs to take a big gamble.
12/18/2017
He also holds several patents and is credited for being the creator of Heatmap technology, used in a wide array of analytics and reporting all over the world.
12/18/2017
Another banker has come out on the bearish side of bitcoin.
12/16/2017
Wealth Migrate said that since its launch in 2010 it has enabled more than 1,500 transactions across 46 countries to a value of over $390 million executed on the blockchain.
12/15/2017
An outside approach to make sure your domain is safe is more and more becoming a smart cyber security practice.
12/15/2017
It sounds a bit like timeshares for posh people.
12/14/2017
SEI Wealth Platform Ranked as a Leading Wealth Management Solution
SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent
12/14/2017
Clients can upload any file format, for any asset, in any currency for standardization and presentation by the platform.
12/14/2017
Vehicle purchase is first of its kind made with bitcoin-rival Litecoin
12/13/2017
Chilton Trust Company selects digital wealth platform
Allows Chilton Trust’s clients to benefit from a highly personalized and intuitive digital experience.
12/13/2017
November performance -0.40%; Capital Movement Index: December net flows decline 0.18%
12/11/2017
Clade: 24/7 Think-Tank for Ultra-Rich
It isn’t easy to get hold of Jonathan Lipton these days.
12/10/2017
Danske Bank's Wealth Management Robot Now Has 11,500 Clients
Customers encountering June for the first time are asked how much they want to invest (the limit is 1 million kroner, or about $160,000 per person).