Managers of Wealth

Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech

Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey

Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution

The tool accounts for total household income, allowing clients to include loved ones in their financial plan and better take control of their finances, all at their fingertips.

Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?

Find out how the investment platform compares to Vanguard, AJ Bell and more

MyLife MyFinance Completes End-to-End Digital Transformation with Temenos SaaS

With Temenos’ front-to-back SaaS digital banking platform, MyLife MyFinance will achieve straight-through processing for 90% of new customers

Iress partners with Cosaic to bring ChartIQ to its market data platform

The integration means Iress Pro users can analyse data faster, more accurately and in a more flexible way.

SS&C Offers to Acquire Mainstream Group

Mainstream Group’s fund and superannuation services complement SS&C’s extensive administration offerings in Australia and throughout the world and demonstrate great revenue growth potential.

State Street tech to back crypto trading platform

The platform, which is slated to go live by the middle of the year, aims to be go-to platform for institutional investors seeking an allocation to Bitcoin.

Francisco Fernandez Embarks on Next Chapter

The second element is putting some aside to ensure financial security for his family.

Delivering data standards and transforming data collection in financial services

The growth in electronic trading was part of a boom in financial services that ultimately lasted until the financial crisis in 2008.

Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform

The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

Reyl-Backed Neobank Taps Fresh Funding

The aspiring bank plans to launch in the third quarter, though this is dependent on its application for a banking license from Switzerland's financial regulator.

The Swiss Stock Exchange Welcomes New Product Issuer SEBA Bank

With the listing of four new ETPs tomorrow, SEBA Bank is joining SIX as the third new crypto ETP issuer this year and thereby further enlarging the choice of tradable products with a crypto-currency underlying at the Swiss Stock Exchange.

Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness

2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops

Goldman Sachs Cryptocurrency Endorsement Boosts Wealth

Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.

McKinsey named a “Leader” in AI

In its report, Forrester states that McKinsey brings “‘its secret weapons’…world-leading data-science talent, a factory model for AI development and ModelOps, and a comprehensive playbook to partner and lead the C-suite and boards

Funding M&A Deals with Bitcoin

This price fluctuation could seriously jeopardize the ultimate value of large, high-profile M&A deals, which could be worth $500 million one day and $250 million the next.

Time to prioritize advisor preferences for engagement

This framework is usually built around the assumption that the most valuable advisors want and need your highest touch, most expensive resources

NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance

The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities

Refinitiv launches intelligent content management capability for wealth managers

Managing all this content effectively and efficiently is critical for advisors to improve how they engage their clients and importantly, how they take action on this information.

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.