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.
FinTech
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.
06/14/2017
J.P. Morgan launches of Cross-Currency Sweeps and Just-in-Time Funding
When combined, both offerings provide powerful, first-of-its-kind solutions to the daily challenges treasurers face.
06/14/2017
Misys and D+H join forces to create the world’s third largest Fintech company
Operating under the new company name Finastra, the combination will create the third largest financial services technology company in the world.
06/14/2017
Mayhem for advisers after general election
Those who have met him do not expect him to be like the pensions secretaries under previous governments when previous pension secretaries were drafted in with little pension experience.
06/14/2017
Washington Trust Wealth Management Adopts SEI Wealth Platform
The Platform will help enable Washington Trust to provide a significantly improved end-client experience.
06/14/2017
Cetera Financial Institutions introduces insurance-focused portal for bank and credit union-based financial advisors and clients
Portal launched with Covr Financial Technologies will streamline experience of selecting and purchasing insurance solutions
06/14/2017
SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/14/2017
Report: SS&C in early talks seeking buyout
First quarter revenue and profits surged this year.
06/13/2017
Singapore, Americas Shake on Blockchain in FinTech Pact
“FinTech is fundamentally about ideas and enterprise flowing between cities,” explained MAS FinTech chief Sopnendu Mohanty.
06/13/2017
Morgan Stanley Wealth Management Partners with Twilio
New partnership allows Financial Advisors to interact with clients through text message capabilities
06/13/2017
Bitcoin is helping the pot business get over its banking problem
The buyer can keep their bitcoin and use it anywhere else that accepts the currency.
06/13/2017
Morgan Stanley is turning to text messages to keep in touch with wealthy clients
The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.
06/12/2017
Calastone completes first phase of blockchain project
“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben
06/12/2017
AI key for third wave of hedge fund managers
He is CEO and CIO at the fledgling firm.
06/12/2017
Fasken Martineau Launches New Integrated Platform for Private Clients
The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.
06/12/2017
InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards
Annual awards program recognizes outstanding organizations and technologies that support financial advisor success
06/11/2017
U.S. business schools embrace 'fintech' as students clamor for courses
But the burgeoning industry is so diverse that academics said it is difficult to construct a syllabus for financial technology 101.