02/25/2021
Technology to the rescue for advisors & wealth managers that have no time for Social media
Social media is already the second biggest item of marketing spend for them and 68% believe that Social media spend will increase going forward.
02/25/2021
Taking The On-Ramp To Financial Modernization
Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.
02/25/2021
Legal recourse against crypto exchanges may be difficult.
02/24/2021
The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.
02/24/2021
Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos
02/24/2021
Its clients can now buy, hold and trade cryptocurrencies including bitcoin, ether, bitcoin cash and the tez.
02/24/2021
2020 was one of the most turbulent years in recent history
02/24/2021
Should we consider working with partners that can deliver technology innovation for our front office
02/23/2021
Recent investor attention towards bitcoin has led to a surge in its price. The cryptocurrency has risen over 400% since last October and recently reached an all-time high above $56,000 per coin.
02/23/2021
EIS fund manager MMC Ventures is among the first companies to allow investors to take advantage of HMRC’s revised approved fund EIS rules.
02/23/2021
It includes a vendor evaluation using aperture’s The Market Map software assessment methodology, which highlights those WealthTech solutions that are best suited to help wealth managers meet digital age demands, placing additiv at the top of its &am
02/23/2021
The hyper-functional portable computer also weighs 12 kilograms (about 26 lbs), which might be more prohibitive than its price-tag.
02/23/2021
Within our investment process we select reasonably priced profitable quality compounders with a high purity factor that benefit from long-term FinTech trends.
02/23/2021
The report states that incumbent banks could be the biggest beneficiaries, provided they adopt adequate technology strategies to compete with nimble new entrants.
02/23/2021
Firms are now shifting priorities based on the benefits achieved to date.
02/23/2021
Just a few days after SIX launched new sustainability indices for equities and bonds, UBS lists the first ETF on the SPI ESG Weighted Index on the Swiss Stock Exchange.
02/23/2021
Orenda delivers real-time, high frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment.
02/22/2021
Today’s world is characterized by a dual monetary system, involving privately-issued money—by banks of all types, telecom companies, or specialized payment providers—built upon a foundation of publicly-issued money—by central banks
02/22/2021
What are the "hot topics" in terms of trends and technology? And what solutions are banks looking for to grow through digital innovation?
02/22/2021
SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%