07/07/2017
Technology Works Best When Combined With Human Intelligence
Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.
FinTech
07/07/2017
Why the tech industry should lobby for a robot tax
During the onset of the Industrial Revolution in the early 1800s, Luddites in England protested by smashing machines that were threatening their jobs.
07/06/2017
Wealthify proves a sound investment
Wealthify is turning wealth management on its head with its innovative online investment service after raising £3m in funding.
07/06/2017
How will tech affect the high net worth personal lines market?
Technology will eventually become an issue.
07/05/2017
Ex-UBS «Superdave» Surfaces
Bruno has surfaced as a startup coach at F10
07/05/2017
Baloise Unit to Use Deutsche Bank Robo Adviser
The insurer will offer the service under the brand name of Baloise Monviso. The company already has launched a website for the service, the two companies said in a statement today.
07/05/2017
How tech can bring helpful data to clients' fingertips
The internet, Wi-Fi and smartphones have allowed us to do what we have always done but in more convenient ways.
07/05/2017
Thomson Reuters Launches Startup Incubator
The Incubator is the next horizon of the company's significant investment in the Thomson Reuters Labs network.
07/05/2017
How Do You Know What Your Robo is Doing?
RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.
07/05/2017
Blockchain: A Game-Changer for Asset Managers?
Natixis Asset Management has been testing a new blockchain-powered fund management tool. Moody's sees this as "credit positive" for asset managers.
07/05/2017
SEI acquires family office tech firm
Archway’s specialized technologies and deep knowledge of the private wealth services industry give us a more powerful.
07/04/2017
Altcoins Have More Prospects Than Bitcoin, Experts Say
Right now, the main competitor to the world’s largest cryptocurrency Bitcoin is Ethereum (ETH).
07/03/2017
Credit Suisse Launches Online Relationship Onboarding
The entire process, including client identification and signing the application, will be fully digital and paperless.
07/02/2017
Canada's largest bank is exploring disruptive technology
Bank CEO says innovation is key to future success
07/02/2017
New York private schools begin accepting tuition fees in Bitcoin
He predicts that the number is likely to rise as the popularity of cryptocurrency continues to grow.
07/02/2017
Traditional wealth management challenged by robo-adviser boom
Robo-advisers are lying in wait to pick off clients from traditional wealth management firms which must modernise or face an uncertain future in a data-driven world
06/30/2017
Fintech firm partners with British Bankers' Association
This is also in line with Profile’s strategic approach to the industry, as its fintech solutions provide a flexible and tailored service
06/30/2017
Fintech does not currently pose a risk to financial stability, says Financial Stability Board
The Financial Stability Board (FSB), however, said that risks could "emerge quickly if left unchecked".
06/30/2017
The digital wealth tsunami
Prabhakara says the consolidated view of their accounts helps clients gain insights into their assets and set better investment objectives.
06/30/2017
Powering the platforms: Whose technology is the best?
Should platforms take more control of their technology?