03/31/2016
Marketing in the Online Wealth Management Industry
Some key players in this space are Nutmeg, Wealthfront, Betterment, Vaamo and Moneyfarm.
FinTech
03/30/2016
IBM Wants to “Evolve the Internet” With Blockchain Technology
IBM and Linux, for instance, have brought together some of the brightest minds in the industry and technology to work on blockchain technology through the Hyperledger Project.
03/30/2016
Bitcoin Wallets as Swiss Bank Accounts: The Developer's Perspective
Bitcoin Magazine reported on Bitcoin's industry representatives and their positions on encryption, privacy, Bitcoin's role in tax evasion and money laundering and more.
03/30/2016
Trust your vendor by Ben McCormack, Vermilion Software
Buying client reporting software and services, especially for the first time, can be scary.
03/28/2016
Regions Bank Addresses Evolving Client Needs With Adoption of SEI Wealth Platform
The Platform is an integrated solution that supports all stages of client relationship management including front-, middle- and back-office processing services. It is designed to allow wealth management firms to focus on clients' goals and strategic
03/24/2016
FinTech Accelerator In Switzerland To Focus on Blockchain Technology
The initiative, under the umbrella of the Kickstart Accelerator, is supported by the two local FinTech associations “Swiss Finance Startups” and “Swiss Finance and Technology Association”.
03/24/2016
Jersey funds industry focused on innovation in uncertain global environment
There are now 126 fund promoters operating in Jersey
03/23/2016
Immidia brings on-demand luxury and yachting to affluent clientele
“Luxury shoppers expect a luxury shopping experience,” said Shuli Lowy, marketing director of mobile at Ping Mobile, New York.
03/22/2016
Black Diamond Named Best Client Communications Solution
The awards were designed to recognize companies, teams, and individuals, deemed by the panel of judges, to have 'demonstrated innovation and excellence during 2016.'
03/21/2016
The Digital Advisor Experience -- It is more than Robo Advice
Yet most robo-advisors say the personal touch investors historically valued, especially high net-worth clients
03/21/2016
iCapital Network Acquires HedgeFocus Business from Credit Suisse
With the transfer of assets, iCapital will be responsible for the ongoing administration and servicing of the investments for all existing investors
03/18/2016
Rejection of the rise of the robot: Wealthy investors shun 'robo-advice' - just a third would trust online platforms with their cash
This has led many advisers raising the minimum sum they will manage for clients
03/17/2016
Digital investment is good for wealth management
Mr Dewan’s assertion that “Robo-investing has no place in wealth” and his suggestion that robots can’t be trusted is a view that is both rooted in the past and ironically hypocritical.
03/16/2016
OCBC Bank launches wealth management app
Now, the bank has rolled out a mobile app that will help customers achieve their investment goals in a simple and personalised way – while on the go.
03/16/2016
Serge Kampf, Cap Gemini Founder and Ex-Chairman, Dies at 81
In 1967, in a two-bedroom Grenoble apartment-turned-office, Kampf founded Cap Gemini’s predecessor, Sogeti SA, with three former colleagues from the Compagnie des Machines Bull
03/16/2016
Olympic Banking System the most widely-installed private banking solution
Numerous clients have again recently expressed their satisfaction with and their commitment to our application by signing new contracts.
03/15/2016
FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change
Technology and advisory solutions paired with high-touch support to help firms manage the impact of the looming legislative changes
03/14/2016
The robots are coming – but we still need human touch in the workplace Katie Allen
It seems like machines are taking all the jobs, so let’s nurture our ‘soft skills’ and keep people one step ahead
03/14/2016
DIFC's Luxembourg visit to boost FinTech innovations
Industry leaders from the UAE and Luxembourg also discussed opportunities for mutual recognition funds, firms and vehicles particularly in the wealth management and Islamic finance sectors.
03/14/2016
Acquisition creates industry’s 2nd largest alternatives fund administrator
This acquisition furthers SS&C’s mission of being a global leader in fund administration.