05/30/2018
Artivest and RBC Wealth Management launch alternatives platform for HNW
The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.
05/29/2018
Bank of Montreal and Canadian Imperial Bank of Commerce (CM.TO) said on Monday that cyber attackers may have stolen the data of nearly 90,000 customers
05/24/2018
VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.
05/23/2018
Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform.
05/18/2018
Latest technology and methodologies are utilised in its digital banking offering with a number of successful implementations around the world.
05/18/2018
The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.
05/15/2018
Profile introduces Axia Robo Advisor that delivers unique automation to address new markets
The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.
05/14/2018
Fund administrators are increasingly required to provide a wide range of complex technologies to deliver the services that asset managers need.
05/10/2018
The BGCI is market capitalization-weighted and measures the performance of ten USD-traded cryptocurrencies, including Bitcoin, Ethereum, Monero, Ripple, and Zcash.
05/09/2018
Teams will be tasked with developing better digital experiences for retail investors and advisors. The firm did not disclose the amount it was investing in developing these hubs.
05/09/2018
His startup, Xapo, has built a network of underground vaults on five continents, including one in a decommissioned Swiss military bunker.
05/04/2018
The operation, led by the firm's first ever "digital assets" trader Justin Schmidt, is expected to begin within the next few weeks, though an exact date has not been set.
05/03/2018
Unabashedly, Bezos responded to Dopfner’s query, saying “The only way that I can see to deploy this much financial resource is by converting my Amazon winnings into space travel. That is basically it.”
05/03/2018
The implementation of GDPR may seem scary, but it really isn’t all doom and gloom.
05/02/2018
Strategic Relationship Significantly Enhances Advisor and Fund Manager Transaction Experience by Intelligently Digitizing Subscription Documents and Automating Manual Processes
05/01/2018
Tagomi expects to be the equivalent of a broker-dealer, executing orders to buy or sell cryptocurrencies
04/30/2018
Mr Buffett’s latest comments follow more than four years of warnings about bitcoin, after first dismissing the cryptocurrecny as a “mirage” in 2014.
04/30/2018
Ultra-rich individuals often employ a team of professional money managers to take care of their personal wealth through what’s called a family office.
04/22/2018
The head of the Federal Reserve Bank of San Francisco believes that crypto lacks the core features required to define them as a currency.
04/19/2018
"It's 65 percent below its high, you don't get that opportunity very often," Morehead said.