08/26/2016
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.
08/26/2016
Osirium said the three-year deal was expected to deliver a material financial contribution in the current year.
08/25/2016
Innovest is on track to continue growth into 2017 with an updated wealth management end-client portal experience
08/25/2016
Credit Suisse and UBS invest in ‘accelerator’ to help develop 30 start-ups
08/25/2016
The service is expected to be available to U.S. Bancorp Investments clients in 2017.
08/25/2016
The addition of Allfunds brings the panel up to four subcustodians, including the Cofunds platform and HSBC.
08/25/2016
Only 23% of clients with assets worth over USD 10 million would choose to recommend their current advisor, according to the report.
08/25/2016
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.
08/24/2016
The approach regulators take will have a significant impact on how big fintech gets and how fast it gets there.
08/24/2016
Access to investment portfolio anywhere, anytime
08/23/2016
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.
08/23/2016
Appway built a solution for universal banks, private banks, and wealth managers
08/23/2016
Land Bank of the Philippines launched its custody operations in the country recently.
08/23/2016
By aligning its technology with the bank's business strategy, BACB moves to reduce IT costs and streamline processes
08/23/2016
MoneyWare Custody is a proven solution with high scalability and flexibility.
08/23/2016
This recruitment drive builds on PwC’s earlier announcement regarding plans to hire more than 1,000 data scientists to its Deals business globally, and further highlights the firm’s commitment to investing in technology following recent acquis
08/22/2016
Moelis is understood to have hired a team of investment bankers, including Deutsche Bank, to raise cash, City sources said.
08/22/2016
In the US, robo-managers already control $19billion, and they are crossing the Atlantic.
08/22/2016
They’ll typically ask a few questions designed primarily to understand risk tolerance and time horizon.
08/19/2016
The reported results of South Africa and the United Kingdom were negatively impacted by foreign exchange movements during the half.