06/13/2017
The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.
06/13/2017
New partnership allows Financial Advisors to interact with clients through text message capabilities
06/13/2017
Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.
06/13/2017
The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.
06/12/2017
“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben
06/12/2017
The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.
06/12/2017
Annual awards program recognizes outstanding organizations and technologies that support financial advisor success
06/08/2017
Indonesia has the second-highest dependency on cash in the world after India, according to the World Bank
06/07/2017
Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest.
06/07/2017
The drive for simplicity is also rippling into how the industry adapts to the ongoing fintech revolution.
06/07/2017
The firm is a global distribution platform for banking products, a super market for customers of retail banking services ranging from loans to car insurance and funds.
06/06/2017
A study within the paper also puts the spotlight on clients’ views of robo-advisers.
06/06/2017
One of its prominent clients is the OakNorth challenger bank which is aimed at entrepreneurs.
06/05/2017
Most wealth managers are unaware of the need to prepare for game-changing new data protection rules coming into force in less than a year’s time according to two industry consultants.
06/04/2017
The deal was announced during an Australia-Israel Chamber of Commerce's women leaders delegation in Israel, that was attended by NAB Private executive general manager Christine Yates.
06/02/2017
HSBC saw past this false choice and transformed its AML process using enterprise grade AI.
06/02/2017
It added that customers will be given their costs in a pounds and pence figure.
06/02/2017
The paper highlights the banking industry’s rush to digitisation, which has left some clients feeling overwhelmed by features and banks undertaking digital projects ‘in the dark’ with no concrete strategy.
06/02/2017
This person, being accustomed to how quickly we can access information in today’s world, also expects to access the information immediately without logging into various systems
06/02/2017
Strategic Partnership Will Aid in Global Expansion and Introduce Revolutionary Technology in Golf and New Sports Verticals