Managers of Wealth

Open Finance: The Evolution Of Finance Into An Open Ecosystem

They will have a better understanding of their financial position and improve their financial wellbeing.

The benefits of a modern tech stack in the wealth management industry

The slick digital experience presented by other industries means customers now expect the same from all providers

Paris-based Finary raises €2.2 million to grow private wealth management tracker in Europe and US

In addition, the platform allows investors to optimise their investments through machine learning algorithms.

StashAway launches a term life insurance product to expand its wealth management offering

StashAway Term Life is a yearly renewable policy designed to give clients a flexible insurance option.

Asset managers express caution on cryptocurrency after price swings

Adoption by mainstream finance industry remains in question, executives say

Decisive Capital Managemen Selects New Access

Combined with New Access’ Client Lifecycle Management System “Banker’s Front”, the Core-to-Digital solution enhances process automation and standardization, allowing the Bank to deliver an improved digital journey to its Relationsh

Kidbrooke joins with additiv

At Kidbrooke we focus on overcoming these limitations and strive to provide added value across the board.

Exclusive Goldman to launch Marcus UK robo-adviser early next year

The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.

DBS Launches Crypto Trust Offering

Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients

The 4 Countries That Want You to Work as a Digital Nomad

These high-end resort locations are vying to attract the world’s top remote workers with incentives that can make living—and working—in paradise a reality

DBS Launches Crypto Trust Offering

The new trust offering is limited to cryptocurrencies currently supported by the bank’s digital asset exchange – DBS Digital Exchange (DDEX) – which includes Bitcoin, Ether, Bitcoin Cash and XRP.

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

SwissBorg accelerates growth and selects OpenPayd’s banking-as-a-service platform in Europe

OpenPayd is providing virtual IBAN accounts and fiat on-and off-ramps enabling SwissBorg to improve user experience as it continues to scale

SS&C GlobeOp Hedge Fund Performance Index: April performance 2.04%; Capital Movement Index: May net flows advance 0.26%

The SS&C GlobeOp Hedge Fund Performance Index offers a unique reflection of the return on capital invested in funds.

Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds

Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.

Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

Acquisition expands Broadridge’s Capital Markets into the front office and strengthens multi-asset capabilities, while driving additional global scale and ability to serve clients world-wide

InvestCloud Signs Pioneering Wealth Management Deal with MUFG, Japan's Largest Bank

InvestCloud Wealth Adviser Platform will support improving end-to-end wealth management service amidst fast-growing Japanese investor audience

FNZ takes aim at CMA’s ‘inconsistent’ approach

The CMA’s original phase two decision, found that FNZ selling the entire GBST business was necessary to address its competition concerns.

Cryptocurrencies: should they still be viewed as uninvestable?

Long viewed as uninvestable by many, rising demand from retail investors is driving some financial advisers to reassess the validity of cryptocurrencies as an alternative asset class

Fund administration’s pivotal position in impact investing

SS&C has a unique position in the impact investing realm.

FinTech