Managers of Wealth

Vanguard to seize wealth management industry with its digital platform

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years

Goal-based Investments in the Digital ERA

User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.

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.

Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing

There’s no hand holding for times when markets sag and the frightened flee.

New tool uses behaviour economics to figure out ‘wealth personality’

Technology helps advisors identify clients’ blind spots

Boutique asset managers: The path to scale By Lee Burchell

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.

With $25 million in funding, Prumentum Group is building a “hybrid robo” wealth manager

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

It’s time to stop robo-advice mislabelling

‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’

Artificial Intelligence: Science fiction or a business reality?

Organisations already benefit from AI and we will likely see more businesses begin to implement the technology into their products moving forward.

Dion Global launches Integrated Wealth Management and Trading Platform

Enabling stockbrokers to expand their business model into wealth management

Bravura Solutions wins new client in South Africa with STANLIB Wealth

STANLIB is a leading South African wealth manager with a presence in nine African countries.

ERI has joined the F10 FinTech Incubator & Accelerator

The accelerator already has a proven track record of innovation, acceleration and product creation for financial services.

Smith & Williamson latest to embrace AI trend with new fund

Smith & Williamson is taking things a step further by harnessing AI technology in the investment process itself.

Ayahuasca Shaman Dreading Another Week Of Guiding Tech CEOs To Spiritual Oneness

Once the ceremony begins, the visibly disgusted spiritual guide told reporters, his ancient shamanic chanting is invariably interrupted by the sound of his guests’ Snapchat and WhatsApp notifications.

Singapore robo-adviser secures SGD3 Million in funding

StashAway was founded in 2016 to provide an efficient, low-cost and intelligent digital investment engine that empowers individuals of all net worth to build their wealth.

Ignition wealth announces digital advice solution for users of leading platform

We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.

How To Ensure Cloud-Based Tech Vendors Are Truly Secure Partners

If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.

Bank of the West and BNP Paribas to Host Third Annual International Hackathon in San Francisco

Ten Cities Across BNP Paribas' Global Footprint to Participate in Hackathon Weekend June 9-11

The onward march of low-cost robot services

A US financial giant has launched an online stock market fund platform. Will this spark a price war?

Jabre Capital turns to Broadridge for risk management

Given recent regulatory changes and the challenging markets in which asset managers are now operating, we are increasingly seeing established groups replace their current infrastructure