05/13/2016
Arnerich Massena Inc., an independent investment advisory firm specializing in wealth management services, innovative investment strategies, and retirement plan consulting, has added a new tool for wealth management clients.
05/11/2016
This isn’t to say that financial advisors, shouldn’t be concerned about their livelihoods. There definitely will be a culling within the industry.
05/11/2016
This is the main finding in the report “Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK ” by Swiss research company MyPrivateBanking Research.
05/10/2016
FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform
05/10/2016
Wealth Dynamix Launch WDX ONE
Secure Microsoft Cloud-based CRM system to deliver unrivalled operational and cost efficiencies
05/09/2016
Any application that can deliver media, files or executables to an endpoint from untrusted parties should be regarded as a vector of attack.
05/04/2016
Deloitte, which works with each of the top 30 banks across its member firms globally, and ConsenSys Enterprise, the largest Ethereum-centric blockchain company in the world, uses its blockchain subject matter expertise to accelerate banks looking to trans
05/04/2016
Technology: True identity of Bitcoin creator revealed
Mr Wright has revealed his identity to three media organisations – the BBC, the Economist and GQ.
05/03/2016
EFG is a long-standing user of Temenos’ T24 core banking system.
05/03/2016
GFAS is a multi-jurisdictional and multi-currency global platform that supports the administration of both offshore and onshore funds.
04/29/2016
Nicola Wealth Management turns to SS&C for its expertise, technology platform and Canada-based service teams
04/29/2016
IPBS signs partnership with eShore to accelerate private banking sales growth
04/28/2016
As the next generation of wealthy Asians increasingly look to divest family businesses, they are expected to demand more from their wealth managers in terms of quality of service.
04/28/2016
Fourteen New Schemes Added Over Last 12 Months
04/28/2016
Swissquote is dedicated to protecting client data confidentiality and to ensuring transparency and compliance. To better achieve these goals, Swissquote Bank required a complementary control solution for their T24 core banking platform.
04/28/2016
SS&C has announced the latest enhancements to its Global Wealth Platform (GWP) - the next generation cloud-based investment management solution.
04/27/2016
Aviva advised platform chief executive Tim Orton says: “We’ve got the majority of our business on FNZ already and it was the optimal choice to use that architecture going forward.
04/26/2016
Tim Sharp, executive director at GFH, says WDX ONE is a “solid, scalable” platform and the company is “impressed” with its functionality.
04/25/2016
This is partly due to a general belief that investments are for the affluent or those with financial expertise.
04/22/2016
Maybank Private Wealth goes live on Avaloq Banking Suite
The deal involves the introduction of a fully integrated solution for the Maybank’s Singapore-based regional wealth management business, and is in line Maybank’s ongoing drive to expand its digital footprint in the region.