Managers of Wealth

FinTechs are growing concern for incumbent banks, collaboration is key

Financial technology pose a host of risks to incumbent retail financial services institutions, across a diverse field of products and services.

Why legacy firms that buy robos in haste show no signs of urgency after they take title

This column examines how this kind of meal goes through the digester and how it affects the digestee.

Ten Open Questions for the Techno-Optimist

This column (shamelessly) aims to educate journalists about some of the big open questions in research that studies productivity growth from innovative IT.

Quant Fund Gives Robots 364 Days Off to Best Currency Rivals

At the start of this year, the models projected the yen would appreciate against Swiss franc, even as forecasters saw the pair little changed in 2016.

Brexwhat? Why Brexit won’t necessarily kill London’s fintech scene

How London’s financial technology startups are riding out Brexit — and even seeing new opportunities from the vote

OpenMarkets and IRESS integration streamlines portfolio management

Automated wealth provider and technology company, Republic Wealth Management, is the first of OpenMarkets intermediary clients to begin using the service.

To shrink or not to shrink: Responsive vs. adaptive mobile design

A recent Pew study found that one out of every three American adults today owns a tablet, up from just 3 percent in May 2010.

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.