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.
FinTech
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.
03/21/2022
Andes Wealth Technologies Named Winner of 2022 WealthTech Americas Award
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
Bank of America’s CashPro App Wins Multiple Industry Awards
“By making business easier, the CashPro App has become an essential offering to our clients.”
03/18/2022
The wealth advice revolution is here, how will you adapt?
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/17/2022
New Digital Asset Manager Files for First ETF
The proposed product seeks to blend exposure to the S&P 500 Index and bitcoin futures contracts
03/17/2022
TD wins Celent 2022 Model Bank award for Customer Engagement
Bank recognized for industry-leading personalized experiences
03/16/2022
McKinsey acquires team from a leading digital commerce agency
Today, we are very pleased to announce that the full LOBO team will be joining McKinsey.
03/14/2022
Goldman Sachs Announces 2022 Launch With GS UK Black Tech Cohort
The customised immersive programme, will provide high-touch access and resources to a select group of UK-based Black founders, to fast-track their companies’ growth and build relationships with investors and industry experts.
03/14/2022
What's next after Biden's crypto order
“To be regulated is to be legitimized, so it’s a question of who will be on what side of that, and what those regulations will look like.”