07/05/2023
It is a reminder to everyone that it is worth taking stock of these things well before retirement is on the horizon in order to make important decisions – like when to retire, how much to save and whether to pay down the mortgage.
06/29/2023
Through this partnership, more businesses will have the opportunity to benefit from the efficiency and cost-effectiveness the integrated platform offers
06/28/2023
This advance offers investors a new level of security, transparency and accessibility.
06/26/2023
Schroders says MAS's Project Guardian aims to support global efforts in testing the feasibility of tokenised assets while “managing risks to financial stability and integrity”.
06/23/2023
The SEC maintains that digital assets should be treated the same way as conventional securities and subject to the same rules.
06/23/2023
He offered delegates at the Hubbis Independent Wealth Management Forum his views on these questions.
06/22/2023
The whole thing has become a joyful cacophony, alternating between utopian dreams and more or less orchestrated catastrophic gloom.
06/22/2023
Colbr users will now benefit from an intuitive interface, making it a valuable tool among high-income Millennials.
06/22/2023
In addition, Plum is introducing ‘Price Alerts’, which will allow customers to set target prices on stocks.
06/21/2023
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/20/2023
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
06/20/2023
'We'll spend less time on administration and more helping them get where they want to be'
06/16/2023
Charles-Henry Monchau talks about the artificial intelligence buzz gripping the industry and its impact on investment processes going forward.
06/15/2023
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
06/14/2023
Avaloq’s software will dock onto Blackrock’s investment engine Aladdin
06/13/2023
Sygnum Singapore further leverages the group’s regulated banking infrastructure, product portfolio and digital asset technology expertise
06/12/2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager
06/12/2023
HSBC channels former SVB UK arm into 'Innovation Banking' division
06/08/2023
Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards
06/08/2023
In addition, the region’s wealth managers must account for the next generations of wealth holders, Millenials and Gen Zs, who have higher digital demands.