07/05/2017
China’s rich under-40s
On average, self-made billionaires’ wealth increased 29 percent.
FinTech
07/05/2017
JPMorgan among potential Worldpay bidders
Shares in FTSE 100 payment processing firm jump by more than a fifth on bid talk
07/05/2017
How Do You Know What Your Robo is Doing?
RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.
07/03/2017
New York private schools begin accepting tuition fees in Bitcoin
He predicts that the number is likely to rise as the popularity of cryptocurrency continues to grow.
06/28/2017
Even the most cutting-edge quant funds rely on old-school human intuition
Its chief investment officer has a PhD from Oxford with a focus on numerical optimization.
06/26/2017
Hedge Funds Are Crowding Technology, Is That A Good Thing?
Au’s observation is supported by a recent survey conducted by Bank of America Merill Lynch showing that the strong performance of hedge funds in months is driven by the crowded trade in technology.
06/26/2017
Fiserv partners with fintech startup to launch digital adviser
Bank Innovation and Fiserv developed the accelerator program with support from multiple participants including financial institutions and industry mentors.
06/26/2017
Asset managers failing to adapt to digital world
We believe the financial industry is at of the beginning of a new, digital era.
06/22/2017
iCapital Network Deepens Hedge Fund Capabilities
Most recently, iCapital’s survey findings revealed that more than 75% of respondents say they are likely to invest in hedge funds over the next 12 months.
06/22/2017
Robos get the press, but adviser tech is getting the money
Take the $140 million in funding that Silicon Valley-based Addepar recently raised from sources including SpaceX backer Valor Equity Partners.
06/22/2017
Hearsay and Moz Rank SEO Winners in Wealth Management
We’re seeing a steady uptick in consumers going online
06/22/2017
$1bn Canadian robo giant set for September UK launch
Our mission is to make smart financial services accessible to everyone in the world.
06/22/2017
Instinet Agrees to Purchase BlockCross ATS from State Street
Instinet will operate the ATS using the same BlockCross team, who will join Instinet’s office in Boston.
06/21/2017
Vanguard rides robo-advice wave to $65B in assets
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch
06/21/2017
Aité Group Ranks NexJ's Wealth Management CRM as Top for Functionality and Technology
Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.
06/21/2017
SS&C GlobeOp Forward Redemption Indicator: June notifications 3.59%
SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.
06/20/2017
BlackRock takes Scalable Capital stake in Europe 'robo-advisor' push
Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.
06/19/2017
How robo-advice is evolving across the world
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/15/2017
Pershing Launches Its Integrated Wealth Experience
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
BlueRock Wealth Management Partners with FutureVault
The BlueRock Vault will be available to select members via the BlueRock Wealth Management site.