02/08/2017
Singaporean startup that connects investors with wealth experts raises US$705K
WEALTH will use the funding to build up its technological capabilities, and accelerate hiring and expansion efforts
FinTech
02/07/2017
Profile Software presents its latest version of Axia with enhanced Wealth Management and Family Office functionality
The enhanced and new Axia end to end functionalities enable users to support specialised and advanced operations with agility
02/06/2017
Eri Bancaire - Undisputed leader in Luxembourg's core banking system market
ERI’S OLYMPIC BANKING SYSTEM HAS ONCE AGAIN BEEN NAMED AS BEING BY FAR THE MARKET LEADER IN A SURVEY OF 150 BANKS IN LUXEMBOURG FOR KPMG’S 2016 CORE BANKING SYSTEM SURVEY.
02/06/2017
Robo-advice turns heads of leading fund houses
ETF providers say their products are ideal for automated advice
02/06/2017
SS&C Creates Exclusive Relationship with HedgeCoVest
"We are excited about offering SMArtX exclusively for SS&C's clients," said Evan Rapoport, CEO, HedgeCoVest LLC.
02/06/2017
Bitcoin Price Will Skyrocket If It Becomes World’s Reserve Currency by 2020
A number of reasons have been identified for the perceived ‘back and forth’ behavior of government towards Bitcoin and Blockchain.
02/05/2017
Schooch over, robo advisers; Betterment adding humans
The largest independent robo-adviser is adding human advice to the automated technology
02/05/2017
Phones 4U billionaire Caudwell accuses money manager of witness intimidation in High Court battle
The allegations lay bare the bitterness at the heart of the case
02/03/2017
Crunch time: Finance in a digital world - Deloitte
Finance technology for CFOs
02/03/2017
Cognizant Expands Operations in Hong Kong
Cognizant's expanded presence in Hong Kong will enhance its existing operations in the Greater China region
02/02/2017
Robo-advice using algorithms are replacing financial planners
It’s done by selecting products based on the preferences of people in the same situation, and the same socio-economic group, who chose that particular product.
02/02/2017
First robo-advice comparison site launched in UK
It is aimed at firms and advisers looking to launch their own robo-advisory services as well as wealth managers, fintech developers, consultants and private equity firms.
01/31/2017
What are your clients thinking? (part 2/6) by Mik Cons, CEO of Sammedia Limited
Last week, I talked about how it is a great time to be an adviser but that as an industry we need to adapt to make things simpler (read it here).
01/31/2017
Time for the iPhone moment in Financial Services (Part 1/6) by Mik Cons, CEO of Sammedia Limited
All of which was going to spell the end for the financial adviser.
01/31/2017
10 wealth management trends for 2017
Rapid technology developments increases costs for many wealth firms
01/30/2017
Investors Aren’t Finding Wealth Managers On Google
Wealth Management struggles with search
01/30/2017
The Europe's must attend event for digital wealth and financial innovation
Discover how data and artificial intelligence are used to understand investor behaviour, manage compliance risk and deliver personalised content. Meet the investment managers, digital designers, technology innovators, executives and venture capitalists sh
01/30/2017
Guernsey: Innovation Island: Innovating In A Private Client World
Guernsey also introduced the world's first ever system of registered image rights providing people in the spotlight with enhanced protection over the use of their image.
01/26/2017
Banks around the world are increasingly relying on AI to drive their business; here’s why
The use of Artificial Intelligence in BFSI is expediting the evolution of this industry.
01/25/2017
RBC Wealth Management Boosts Fiduciary Tech Offering
Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning.