06/15/2017
Robots aren't coming – they're already here
Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.
FinTech
06/15/2017
Digital Banking: Spanner in the Works
The big players already have been in the process of implementing their strategies for quite some time.
06/14/2017
Race to harness AI dominates as digital tidal wave washes over fund management
"Adapt or die" sentiment dominates fund management talks on digital
06/14/2017
Washington Trust Wealth Management Adopts SEI Wealth Platform
The Platform will help enable Washington Trust to provide a significantly improved end-client experience.
06/14/2017
Wealth managers shun the digital revolution
Could we see higher net worth clients switch to cheaper robo platforms?
06/14/2017
Could Switzerland Become Home to the First-Ever Crypto ETF?
This development would bring a new level of investment transparency to the digital asset class market.
06/14/2017
Race to harness AI dominates as digital tidal wave washes over fund management
Improved communication methods being explored as millennials’ wealth grows
06/14/2017
SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/14/2017
Report: SS&C in early talks seeking buyout
First quarter revenue and profits surged this year.
06/13/2017
Digital delivery of wealth management - the era of the platform?
The evolution of business models is already underway.
06/13/2017
UBS Gets More Social in Asia
Swiss bank UBS claims these are important channels for their clients and the preferred channel for millennials.
06/13/2017
Zuger Kantonalbank Introduces Advisory e-Tool
Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.
06/13/2017
Tilney and SEI Private Banking extend contract by six years
The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.
06/13/2017
Morgan Stanley Wealth Management Partners with Twilio
New partnership allows Financial Advisors to interact with clients through text message capabilities
06/13/2017
Leading Swiss bank selects Appian to undertake digital overhaul
Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.
06/13/2017
Morgan Stanley is turning to text messages to keep in touch with wealthy clients
The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.
06/12/2017
Calastone completes first phase of blockchain project
“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben
06/12/2017
International business law firm launches new integrated platform for private clients
The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.
06/12/2017
InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards
Annual awards program recognizes outstanding organizations and technologies that support financial advisor success
06/08/2017
Billionaire VC Draper shifts attention from China to Indonesia
Indonesia has the second-highest dependency on cash in the world after India, according to the World Bank