06/02/2017
The paper highlights the banking industry’s rush to digitisation, which has left some clients feeling overwhelmed by features and banks undertaking digital projects ‘in the dark’ with no concrete strategy.
06/02/2017
This person, being accustomed to how quickly we can access information in today’s world, also expects to access the information immediately without logging into various systems
06/02/2017
Strategic Partnership Will Aid in Global Expansion and Introduce Revolutionary Technology in Golf and New Sports Verticals
06/01/2017
ACOLIN is accessing a new market segment and expands its service package for asset managers by the addition of another important building block.
06/01/2017
The march toward a cashless society, it seems, is unstoppable. Young people especially, as well as the better off and better educated, are increasingly at ease paying by card or mobile phone.
06/01/2017
Financial providers have looked for ways to leverage the power of Big Data by implementing new digital ecosystems intended to take advantage of increased data volume.
06/01/2017
The integration of the basic infrastructure generated an enormous advantage in terms of costs, Zeltner said.
05/31/2017
Several banks and global wealth management firms have made co-investments in wealth tech.
05/31/2017
Top firms are making bets in wealth tech including Goldman Sachs, JP Morgan Chase, Blackrock, and others.
05/30/2017
Louis Vuitton and Dior brands are reportedly testing demands for their products through flash sales on the app.
05/30/2017
Nigel Green, the founder and CEO of deVere Group, comments: “Our extensive market research and our 15 years’ experience of offering cross—border financial advice to internationally-mobile individuals, globally-focused firms and expats in
05/30/2017
Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years
05/29/2017
User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.
05/29/2017
Wealth Platform Hits Record
The company’s growth has been underpinned by a strong team who are focussed on delivering better outcomes for advisers, their clients, licensees, fund managers, stockbrokers and shareholders.
05/29/2017
There’s no hand holding for times when markets sag and the frightened flee.
05/28/2017
Technology helps advisors identify clients’ blind spots
05/26/2017
Regulations (e.g. Basel III) have made banks more conscious of their costs and margins, so they are prioritising work with larger tier-one/tier-two asset management firms instead of boutiques.
05/25/2017
Over the last 18 months, the team behind Prumentum has been working on a dual-track strategy to provide a mix of technology and human advice
05/25/2017
‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’
05/25/2017
Organisations already benefit from AI and we will likely see more businesses begin to implement the technology into their products moving forward.