Mariner Wealth Advisors choses Riskalyze
The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.
FinTech
2696 articles found
SRD II: Preparing for the Road Ahead
Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.
9 Digital Transformation Hurdles Financial Institutions Must Clear (& How)
Likewise the need to counter the growing appeal of all-digital providers like Chime and Ally and strong digital players like Bank of America and Chase sits on every bank and credit union do-list.
TechRules & Sinqia partner for the Brazilian Wealth Management Market
For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.
Amazon’s fintech deal a ‘wakeup call’ for wealth managers
Amazon has had a limited insurance operation in the UK for several years.
What can we expect from blockchain? Lionel Messi-style central banks?
The current exploratory phase is crucial for the future of finance and its digitalisation, as blockchain is one of the most promising options
Over 85,000 Merchants in Switzerland Now Accept Crypto Payments
Payments are available in bitcoin and ether.
Citi Eyes Crypto Opportunities
Citi's Wall Street rivals have shown increased interest in the space of late. Goldman Sachs reportedly restarted its crypto trading desk in March to deal bitcoin futures and non-deliverable forwards to support clients like hedge funds.
Zurich IAMs share how their crypto strategy went up as bitcoin dropped 36%
The firm aims for a lower volatility than Bitcoin by trading a range of cryptocurrencies dynamically.
About one-third of consumers report feeling overwhelmed by tech management during COVID-19
Companies that can simplify device and subscription management may earn favor with tech-weary consumers
additiv partners with Adviscent to provide user-led content solutions for wealth management clients
The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.
Research reveals 'dramatic' crypto increase from UK wealth managers
Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.