06/11/2021
Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.
06/10/2021
Nomura selects Refinitiv Workspace for Wealth Advisors
Refinitiv’s recently released Wealth Management report “Advancing the advisory client experience” found that 43% of wealth advisory clients globally agree they are more likely to need investment advice now than a year ago.
06/10/2021
Jack of All Trades vs Best Of Breed – it’s a choice
06/10/2021
Automating the client lifecycle
06/10/2021
These transactions will be settled between banks domiciled in France and in Switzerland, respectively. “The Eurosystem is engaging in innovation and adapting its actions to the strong trend towards the digitalisation of payments.
06/09/2021
BNY Mellon's work with Saphyre aims to create true savings for our custody clients and truly expedite the client onboarding process.
06/09/2021
The multi-custodial solution will enable seamless management of fee-based investment advisory accounts
06/09/2021
Broadridge Expands Wealth Management Capabilities
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
06/08/2021
Latest release adds connectivity to existing industry tools and technologies
06/08/2021
Numerous big name websites including Buzzfeed, Reddit and the Guardian vanished from the web at around 11am today.
06/08/2021
€ 100 million for online companies that have outgrown the start-up phase
06/08/2021
Hightower was honored with a Sales Enablement/Prospecting award for Engage, its digital marketing platform for advisors
06/08/2021
It is suitable for all employers regardless of whether they use payroll software or not, with the entry of employee and contribution data supported via file upload or manual entry.
06/07/2021
Ruffer has made a hefty profit from its five-month bitcoin trade after selling out of the cryptocurrency just before it hit an all-time high in April.
06/07/2021
One of the biggest risks of a digital pound, the bank said, would be the potential for digital money to undermine confidence in money and payments and in the financial system as a whole.
06/07/2021
The artwork will be featured in the «20th Century & Contemporary Art Evening Sale in Association with Poly Auction» which is scheduled for tomorrow.
06/07/2021
The new start-up will leverage institutional-grade solution to support growth strategy
06/07/2021
Clients will be able to schedule appointments to talk to their relationship managers online
06/04/2021
SIX’s capabilities will be extended to address the needs of the Spanish market and trading-related services for equities, equity-like and fixed income will be harmonised on the trading platform.
06/03/2021
Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction