06/22/2017
Hearsay and Moz Rank SEO Winners in Wealth Management
We’re seeing a steady uptick in consumers going online
FinTech
06/22/2017
Old Mutual Wealth replaces consultants on replatforming project
Around 20 Accenture staff worked on Old Mutual’s replatforming, but have been sent home after IFDS was kicked off the project.
06/22/2017
$1bn Canadian robo giant set for September UK launch
Our mission is to make smart financial services accessible to everyone in the world.
06/21/2017
Vertu Signs Deal with Tech Giant
It is the first of many, considerable investments we are making into the business.
06/21/2017
Ketan Samani: «More Than 90 Pct of Fintechs Perish»
Speed remains an important factor in the innovation process, but this year we will probably progress a little more slowly.
06/21/2017
Vanguard rides robo-advice wave to $65B in assets
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch
06/21/2017
SS&C GlobeOp Forward Redemption Indicator: June notifications 3.59%
SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.
06/20/2017
Tech-Savvy Advisors Are Outperforming Their Peers
The latest Fidelity data show these "eAdvisors" have higher AUM and more HNW clients.
06/19/2017
SIX Securities Services launches its Advanced Settlement service
As the pilot client for Advanced Settlement, Vontobel has been heavily involved in the development of the new service.
06/19/2017
How robo-advice is evolving across the world
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/18/2017
Meet Anna Haotanto, The Fintech Queen of Singapore
The small island nation wants more than a high-tech economy: Singapore aims to become a global fintech hub.
06/17/2017
New algorithm teaches robots human etiquette
Scientists have developed a new machine-learning algorithm to help robots display appropriate social behaviour in interactions with humans.
06/15/2017
UBS in Hong Kong Tech Move
The aim of Hong Kong X is to provide a platform for engagement, networking and knowledge sharing amongst the business community, and the tech start-up ecosystem.
06/15/2017
Aegon in talks with FNZ to power £40bn institutional platform
The institutional platform is understood to hold around half of the total £83.6 billion Cofunds assets under administration.
06/15/2017
Pershing Launches Its Integrated Wealth Experience
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
Avaloq completes transaction with Warburg Pincus to accelerate growth
Under the partnership announced on 22 March 2017
06/15/2017
Macquarie shuts down direct robo-advice service
The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.
06/15/2017
Sanlam announce the First ever Balanced UCITS Fund managed solely by Artificial Intelligence
The financial markets have been through significant change in recent years.
06/15/2017
Gamekeeper to poacher: should a CIO cross the IT divide?
As IT leaders switch jobs more often after completing major change programmes, should they consider moving to work for suppliers?
06/15/2017
BlueRock Wealth Management Partners with FutureVault
The BlueRock Vault will be available to select members via the BlueRock Wealth Management site.