03/12/2017
What You Can Expect From FinTech in 2017
New doors has opened for finTech will be explored in 2017
FinTech
03/10/2017
Is your Client Experience World Class or just Industry Average?
Historically, the quality of your advice, investment performance, financial outcomes and administrative support were all key results that impacted the experience your clients had.
03/10/2017
Wealth advisers are doomed in our new artificial intelligence-enabled world
‘Humans are supposed to be the most sophisticated data-processing system, but this is no longer the case as AI ascends’
03/09/2017
Van Lanschot launches interactive investment advice app
The app provides clients with a comprehensive view of their investment portfolios and returns, while putting them into easy and swift contact with their personal investment advisers if they choose.
03/09/2017
InvestCloud Wins Double at Family Wealth Report Awards
InvestCloud was 'highly commended' in the CRM category
03/09/2017
European Commission speech on FinTech
The main changes and challenges relating to innovation and Fintech for the financial services industry;
03/08/2017
UBS targets mass affluent market with new wealth platform
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
03/08/2017
Breaching the mobile frontier for structured products
The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.
03/07/2017
Alibaba’s Jack Ma ranked No 3 in global tech innovation visionary survey by KPMG
Ma, who founded New York listed Alibaba in 1999, has been leading the way
03/07/2017
Tax robots for stealing jobs?
How do you define a robot?
03/07/2017
Tax robots for stealing jobs?
One of the most pressing legal questions, of course, is: how do you define a robot? Does it have to walk and talk, or does an advanced computer count?
03/06/2017
Picking on robots won’t deal with job destruction
Robotics already help surgeons perform certain operations better than they can on their own.
03/06/2017
IT Risk Management practices – still fit for purpose?
A wave of change is coming that will make this challenge even more complex.
03/06/2017
Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says
Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.
03/06/2017
Robots are wealth creators and taxing them is illogical
Governments can offset lost jobs by investing in education and retraining
03/03/2017
This founder left his $4 billion company before the IPO because he had an even better idea
He made his stripes as an early Google employee, joining the search giant in 2003.
03/02/2017
Former UBS and SAP Global CIO Oliver Bussmann to head new Swiss blockchain association CVA
Crypto Valley’s mission is to shape an open, free, and prosperous financial services industry of the future.
03/02/2017
Fiserv wins 2017 Private Asset Management award for best technology platform
Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience
03/02/2017
Merrill Lynch Wealth Management revamps mobile app
Available on both iPhone and Android devices, the improvements build on capabilities introduced late last year
03/01/2017
Bank blockchain choices may come down to IBM vs. Microsoft
On Tuesday morning Microsoft announced it’s part of a new consortium called the Enterprise Ethereum Alliance.