09/15/2015
Wealth management technology provider announce strategic relationship
What once took days will now take hours, further increasing advisor productivity
09/15/2015
Global business valuation leader collaborates with wealth management technology firm
Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value.
09/15/2015
IRESS to expand in the UK with acquisition of Proquote, and Pulse for total purchase price of £37.6 million. New group executive appointed to lead integrations.
09/14/2015
A robo-advisor is just a computer program: an algorithm that coaches individuals on how to invest their money.
09/14/2015
The reality is that these tech giants are unlikely to ever become banks due to stringent regulation and compliance requirements and slow growth rate in the banking industry compared to what is experienced in the tech industry.
09/14/2015
Our regulatory analysis shows that investment firms are subject to nearly 500 financial regulators, exchanges, and industry groups
09/14/2015
Close Brothers Asset Management has partnered with Distribution Technology to improve the risk profiling of both its funds and discretionary management service.
09/11/2015
Exchange Traded Products and ETFs in particular will be a central theme of the day and InTune Investor’s CEO Simon Glover will be presenting in Selftrade’s ETF Centre.
09/11/2015
Platform to manage loans, deposits and transaction accounts of more than 11m customers across four Nordic countries
09/10/2015
Former Merrill banker Bob Wigley hails bitcoin potential
Bitcoin was invented in late 2008 as a way of making payments without the need for a centralised third-party to track and approve transfers.
09/10/2015
iFast Logs on to Asia’s Growing Wealth
Singapore’s online funds platform isn’t cheap at 30 times but no debt and strong earnings growth should appeal.
09/10/2015
Third Financial unveils Tercero platform
It also provides proprietary tax wrapper services for ISAs and JISAs.
09/10/2015
‘Italian Nutmeg’ cleared for launch in the UK
The investment management service offers a range of risk-rated portfolios
09/08/2015
SS&C has been on something of a shopping spree over the past few years.
09/06/2015
Robots could take trillions of dollars of assets from the Wall Street establishment
Big banks that also provide wealth advisory services have to be watching the progress of their stealthy, smaller competitors, especially if they want to hold onto their trillion-dollar lines of business as the industry increasingly shifts digital.
09/03/2015
Financial terms of the Varden acquisition were not disclosed.
09/03/2015
Open to participants from any country, the Barclays Accelerator powered by Techstars is an intensive 13-week programme for early-stage fintech start-ups.
09/02/2015
‘It must be simple and beautiful – and we can become the Amazon of the financial services industry.’
09/02/2015
unblu strengthens focus on financial services and starts to offer its live engagement solutions to the Avaloq Customer Community via the Avaloq Software Exchange
09/01/2015
The malware only affects jailbroken devices, but hackers can not only get access to your password, but also make App Store purchases without your permission.