Managers of Wealth

MetLife joins R3 distributed ledger consortium

MetLife is proud to be the first multinational insurer and 60th member to join the R3 group.

Pershing Offers New Mutual Fund and ETF Solutions for Emerging and Mass-affluent Investors

New offering from Lockwood also assists registered reps looking to transition to fee-based advisory mode

Platform Avalon switches to FNZ technology

The Avalon platform was its own platform but it plugged into Cofunds for downstream services. We are now moving to FNZ.

Wealth management industry is one of the least tech-literate sectors - PwC

Expectation for wealth managers to be technologically proficient growing

LGT Chooses Avaloq

This is a further key step in Avaloq's internationalisation, and consolidates the company's positioning in private banking.

Monzo boss warns major banks face ruin as they are swept away by new technology

The boss of challenger bank Monzo has warned that major British banks face ruin as they are swept away by new technology.

Manulife partners with indico to develop AI and Deep Learning tools to analyze financial data

To analyze unstructured financial data

Fintech Is Changing The Way We Invest

In this post, you will be introduced to three new ways through which the fintech sector enables us to invest our money.

"Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities

The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisors address a variety of investment needs for end investors.

Osirium Technologies wins 'significant' contract with asset manager

Osirium said the three-year deal was expected to deliver a material financial contribution in the current year.

Innovest Named to 2016 Inc. 5000 List of America’s Fastest-Growing Private Companies

Innovest is on track to continue growth into 2017 with an updated wealth management end-client portal experience

Swiss banks join push to create start-up hub in Zurich

Credit Suisse and UBS invest in ‘accelerator’ to help develop 30 start-ups

US Bank to Partner with FutureAdvisor on Robo

The service is expected to be available to U.S. Bancorp Investments clients in 2017.

Cofunds loses SEI institutional assets to Allfunds

The addition of Allfunds brings the panel up to four subcustodians, including the Cofunds platform and HSBC.

Singapore's Top 2 Banks Up Their Digital Game with Aspire

Only 23% of clients with assets worth over USD 10 million would choose to recommend their current advisor, according to the report.

Robos and Apps Behind Big Bump in Clients

The study’s authors attribute the spike to the proliferation of automated advice offerings geared toward retirement plan participants and to the growing use of online and app-based financial account access tools.

The Fintech Regulation Report: How European regulators are creating fertile ground for fintech growth

The approach regulators take will have a significant impact on how big fintech gets and how fast it gets there.

Van Lanschot launches discretionary management app

Access to investment portfolio anywhere, anytime

ERI Newsletter Summer 2016

OLYMPIC Banking System OLYMPIC Banking System in Indonesia OLYMPIC Banking System is now playing an important role in one of the major brokerage firms in the Indonesian capital, Jakarta.

A strategic approach to application development in banking

Appway built a solution for universal banks, private banks, and wealth managers

FinTech