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FinTech

03/27/2017

Digital wealth manager launches partnership with Allianz Global Investors

This is the first time UK employees from across the Allianz family have had access to a wealth management solution in this way.

03/27/2017

Dan Zilberman: «Avaloq IPO in 3 to 5 Years»

Private Equity Buys Avaloq Stake

03/27/2017

SEI assets increase by 25% in 2016

We have got a really strong pipeline.

03/27/2017

WEY Technology: State-of-the-Art Trading Floor at Swiss Bank Julius Baer

Julius Baer opted for Free Seating technology so that traders can regroup at any time, move instantly and sit at any available desk.

03/27/2017

Netwealth proves HNWs are hungry for digital

Netwealth is close to signing its first partnership with an IFA firm and has been working on building its professional connections

03/27/2017

SEI Wealth Platform Delivers Another Year of Increasing Flows

AUA increased by 25 percent with Net Flows up by 21 percent

03/24/2017

“Thanks to pressure from fintechs, wealth management services are finally being forced to offer good products for their clients”

Trading is not as easy as it sounds, you are not able to buy a book and become a super trader overnight

03/24/2017

Collaboration between banks and fintechs key to survival - Temenos

The struggle between banks and fintechs for customer loyalty is not new

03/24/2017

SS&C unveils client communications platform Vision FI

In today's highly competitive financial services market, superb and personalized client communications is a necessity

03/24/2017

Sorry, a Robot is not about to replace your lawyer

Technology will unbundle aspects of legal work during the next decade or two

03/24/2017

StanChart Says Almost `Over Hump' on Costly Compliance Upgrades

The stakes are high for the bank that operates in more than 70 countries and is under investigation by regulators from the U.S. to Hong Kong.

03/22/2017

Artificial Intelligence and the Wealth Management Space

Literature on its potential impact is quite scarce.

03/22/2017

BNP Paribas looks to transform its customer experience, not its services

Humans are intimately involved in the tool's functioning.

03/22/2017

Sofi, Quovo Show Off New Wealth Management API

What’s important to call out is the combo of authentication and aggregation.

03/22/2017

Private Equity Buys Avaloq Stake

The transaction values Avaloq in excess of CHF 1 billion.

03/21/2017

This New Tactic Might Finally Lure Big Investors to Bitcoin

The new feature, which lets investors leverage their bets on bitcoin by a factor of three

03/21/2017

InvestCloud launches Emerald for robos and hybrid wealth managers

Emerald also scales in line with need, and a low-friction implementation approach

03/21/2017

Nutmeg slams incumbent wealth manager fees

These are charges for just starting an account

03/21/2017

A.I. and Finance: the new (Automated) White Collars?

Banks in fact are trying to cope with the upcoming regulations that will impact the financial system

03/20/2017

BT Financial Group Goes Live with Retail Superannuation Administration Functionality

BT Financial Group had previously relied upon multiple legacy systems to undertake administration functions

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