07/26/2017
As digital applications continue to be integrated in all that we do, there is much talk about how this could affect the financial adviser role and in the extreme case, possibly remove them altogether.
07/26/2017
On the one hand we see global firms actively embrace the rapidly evolving technological landscape
07/26/2017
“We are working with providers on an ongoing basis to extend our platform connectivity proposition"
07/25/2017
The investors included Isaac Dietrich, chairman of MassRoots and unidentified investors that include family offices and high-net worth individuals.
07/24/2017
As threats to personal privacy seem to increase every day, we look at some of the high-end phones and apps designed to see off those dastardly hackers, cyberpunks and data thieves
07/24/2017
Ignition Wealth said its digital financial advice technology will provide the Irish advice market with operational efficiencies and delivering greater compliance.
07/24/2017
The spectrum of specific knowledge allows the firm to combine technology.
07/24/2017
Many of the technologies operate at the frontier of the technologically possible, but as the price of hardware falls the case for their use gets stronger.
07/24/2017
Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.
07/21/2017
What we also heard – that may surprise the champions of change – is that many of the challenges faced by fintechs and the old guard are the same.
07/21/2017
“We’ve grown from $4 billion assets under management the last time we raised to nearly $10 billion now,’’ Jon Stein
07/21/2017
Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.
07/20/2017
"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."
07/20/2017
This includes requirements to comply with Know Your Customer (KYC) and beneficial ownership procedures.
07/20/2017
Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.
07/20/2017
Clear customer insight was also a focus
07/19/2017
The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.
07/18/2017
The bank is seeking talent spanning the seniority spectrum from junior engineers to senior vice presidents.
07/17/2017
Pure online wealth management platform that will serve retail investors all over the world.
07/17/2017
The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.