05/20/2015
Thomson Reuters signs agreement with Present Value Training to expand its eLearning solutions for financial professionals facing increasing training requirements, starting in Asia
05/20/2015
“Digital wealth management is one of the key drivers, along with heavy fee compression, changing the way people will invest their hard-earned money,” Sievers says.
05/19/2015
Already more than 15 Temenos customers use NetGuardians' solution for fraud mitigation and risk assurance, and the agreement will see the two companies work much more closely together, including undertaking joint marketing activities.
05/18/2015
“Banking is necessary – banks are not”
05/18/2015
Commenting on the firm’s triumph Stewart Foster, CEO of Third Financial Software said: "We are delighted to have won this prestigious award, importantly judged by the most high profile wealth managers and family offices in the business.”
05/18/2015
UBS Bond Port connects with NYSE Bonds to give customers access to corporate bond liquidity
05/17/2015
Interactive features include ‘goals management’ for savings
05/14/2015
Jive's enterprise communication and collaboration solutions bridge multi-generational, multi-cultural workstyles to drive competitive advantage
05/14/2015
The automated tools are attracting millennials and certain segments of retirees
05/14/2015
Prior to co-founding Private Wealth Systems, Mr. Pearson served as president of WealthTouch
05/14/2015
One of five companies shortlisted in the category, Objectway prevailed in a strong field of leading players.
05/14/2015
Thieves are stealing money from people's credit cards, bank and PayPal accounts -- by first tapping into their Starbucks mobile app.
05/14/2015
The Bank is a fast-growing offshore private bank based in the Caribbean. It currently has 4,000 customers worldwide, who between them run a total of 10,000 accounts, over 80% of which are in G20 countries.
05/13/2015
Robo-Advisor Success Spurs Tech Firm Acquisitions
The traditional wealth management industry has turned to technology to keep its high-touch, high-net-worth-focused approach relevant
05/13/2015
Technology: the key to managing change by Chris Longden, MD, Avaloq
Avaloq UK’s managing director, Chris Longden, discusses the three main challenges the industry is facing and how innovative technology is key to overcoming the hurdles ahead.
05/13/2015
Raymond James and Sprint Release Strategic Integration
Fastrak is designed for any company providing investment management to private clients/trusts & company pension arrangements. Suitable for a direct proposition or using a DFM
05/12/2015
One of four firms to be shortlisted in the Risk Management category, the triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive financial software space.
05/11/2015
Swiss private bank implements SunGard Ambit private banking suite
Swiss private bank headquartered in Lugano, has implemented SunGard’s Ambit Private Banking solution suite to acquire greater flexibility, operational efficiency and agility to support the bank’s long-term growth strategy.
05/11/2015
Banks Devise New Ways to Tailor Services for Millennials
About half of millennials prefer to do independent research before contacting a financial adviser
05/08/2015
Fusion, Switzerland’s first fintech accelerator, today announces that it has opened the application process for its first intake of financial technology start-ups