03/30/2022
How banks should address threats of mobile fraud
The question is through which channels and how can financial institutions mitigate the risks associated.
FinTech
03/30/2022
How Wealth Firms Can Attract and Retain the Modern Investor
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/29/2022
UK cybersecurity firm opens Houston location
President Biden last week urged American business leaders to strengthen their cyber defenses immediately.
03/29/2022
SEI Wins WealthTechAmericas Awards 2022
Recognition Reflects Expertise in Delivering Seamless Client Experience
03/29/2022
Goldman Sachs to buy pension robo-advisor NextCapital
Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.
03/29/2022
Zoe Announces Partnership With Female-Led RIA, SignatureFD
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/28/2022
Coinbase Nears Deal to Buy Brazil Crypto Unicorn 2TM, Media Says
Brazil’s crypto unicorn 2TM would give Coinbase the leverage needed to secure a market leader position in Latin America.
03/28/2022
iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
SS&C Completes Acquisition of Hubwise Securities Limited
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/24/2022
How Technology Has Impacted the Asset Management firms
With the introduction of robo-advice, investment management has already experienced the early influence of AI.
03/24/2022
SS&C GlobeOp Forward Redemption Indicator: March notifications 1.92%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
03/24/2022
Oppenheimer Introduces Investor Gateway, a Wealth Management Tech Platform
The update also mentioned that the implementation of this enhanced new platform has been “achieved in strategic partnership with InvestCloud
03/23/2022
JPMorgan Chase under fire from investors over huge tech spending - FT
A major shareholder tells the FT that the bank has not "provided a lot of metrics to judge success at this point".
03/23/2022
State Street, Charles River® Development and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution
The ability for mutual clients to leverage the capabilities of both firms helps create an innovative and differentiated wealth management solution for the industry.
03/22/2022
Bank of Canada and MIT kick off central bank digital currency research project
It will focus on exploring and experimenting with potential technology approaches to determine how a CBDC could work.
03/22/2022
SupraFin Awarded Category Winner for Blockchain and Cryptocurrencies in the US Categories
Judges noted that SupraFin had developed an app that allows users to create a basket of cryptocurrencies based on risk tolerance and suggests to the user when to rebalance. A very useful tool and an excellent submission.
03/22/2022
Goldman’s first over-the-counter crypto trade shows how digital currencies went from reject to hottest asset class on Wall Street
From rejecting crypto outright to embracing it full stop, Wall Street banks have completely changed their attitude on digital currencies in just a few years. On Monday, Goldman Sachs executed an over-the-counter crypto transaction, a first for a major U.
03/21/2022
UMB Private Wealth Management Live on the SEI Wealth Platform
Partnership and Connection at the Core of Organizational Transformation and Future Growth
03/21/2022
HSCM leads $10m funding for AI insurtech Layr
HSCM is one of a number of insurtech focused venture capital firms (VC’s), insurance brokerages and insurtech veterans that have supported Layr in this $10 million Series A funding.