03/28/2018
“Our goal was to make it more intuitive, interactive and simple to tee up the most important information based on our evaluation of how participants use the site,” says Lisa Margeson, head of retirement client experience for BAML.
03/28/2018
Robo-Adviser Startups Are Now Going After Wealthy Clientele
The product follows similar moves by two other robo-adviser startups in recent months.
03/28/2018
The lab, staffed mostly with financial experts, will partner with IT consulting firm Accenture and persuade regional banks to harness cutting-edge financial technologies.
03/27/2018
"The IRESS team has shown a deep understanding of our business and worked closely with us to deliver a solution that meets the needs of our firm."
03/27/2018
The innovations and industry disruption should have law firms snapping to attention.
03/27/2018
Nest Wealth, in partnership with Vanguard Investments Canada Inc., Morneau Shepell Ltd. and Canadian Western Trust, will allow companies to offer their employees group RRSP plans with fees under 1 per cent of assets administered through the plan.
03/27/2018
What’s more – in what it said is a first for a national bank – Citi said the app will allow non-Citi clients to create a profile and connect their accounts across financial service providers
03/26/2018
Organized End-Reporting, Investments and Advice Deliver Greater Insight to the Wealthy
03/26/2018
That has hurt Facebook's legion of fund manager backers, who have been enthusiastic buyers of the shares after their flotation in 2012, since when they have risen by more than 300%.
03/25/2018
The primary intention of the project is to build a customized digital ledger for clients. At present, enterprise companies using the customized digital ledger include heavyweights like Microsoft and Pfizer.
03/25/2018
'This was a breach of trust, and I’m sorry we didn’t do more at the time.'
03/23/2018
The brokerage's focus on digital could be a way to retain younger clients or an effort to catch up with Merrill
03/23/2018
Black Diamond is revolutionizing the wealth management experience with innovative, cloud-based tools that strengthen connections with clients and prospects.
03/23/2018
The entries are then reviewed by a prestigious panel of expert judges from industry, financial services, and academia.
03/22/2018
“People may roll their eyes in the land of wealth management and financial services, but it’s no longer a place for just banks. They don't own it anymore,”
03/22/2018
The emergence of trade war as a top concern comes at a time when US President Donald Trump has announced that he would impose tariffs on steel and aluminium products. Read more at: //economictimes.indiatimes.com/articleshow/63401288.cms?utm_source=conte
03/22/2018
This recognition tracks well with the reception Genesis has received from clients upon its debut.
03/21/2018
Technology to Increase Transparency, Provide Seamless Client Experience
03/21/2018
A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.
03/21/2018
AlphaCore Capital, a La Jolla-based wealth management firm, has launched factorE, a wealthtech tool powered by machine learning, designed to uncover the risks and exposures of multi-asset portfolios through visual simulations on a single interface.