06/01/2017
Financial providers have looked for ways to leverage the power of Big Data by implementing new digital ecosystems intended to take advantage of increased data volume.
06/01/2017
The integration of the basic infrastructure generated an enormous advantage in terms of costs, Zeltner said.
05/31/2017
Several banks and global wealth management firms have made co-investments in wealth tech.
05/31/2017
Top firms are making bets in wealth tech including Goldman Sachs, JP Morgan Chase, Blackrock, and others.
05/30/2017
Louis Vuitton and Dior brands are reportedly testing demands for their products through flash sales on the app.
05/30/2017
Nigel Green, the founder and CEO of deVere Group, comments: “Our extensive market research and our 15 years’ experience of offering cross—border financial advice to internationally-mobile individuals, globally-focused firms and expats in
05/30/2017
Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years
05/29/2017
User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.
05/29/2017
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.
05/29/2017
There’s no hand holding for times when markets sag and the frightened flee.
05/28/2017
Technology helps advisors identify clients’ blind spots
05/26/2017
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.
05/25/2017
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
05/25/2017
‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’
05/25/2017
Organisations already benefit from AI and we will likely see more businesses begin to implement the technology into their products moving forward.
05/24/2017
Enabling stockbrokers to expand their business model into wealth management
05/23/2017
STANLIB is a leading South African wealth manager with a presence in nine African countries.
05/23/2017
The accelerator already has a proven track record of innovation, acceleration and product creation for financial services.
05/23/2017
Smith & Williamson is taking things a step further by harnessing AI technology in the investment process itself.
05/22/2017
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.