Wealth Management

CreditEase Wealth Management Awarded 2017 Best Non-Bank Private Wealth Management Institution in China by The Asian Banker

CreditEase Wealth Management ("CEWM") was named the winner of the "2017 Best Non-Bank Private Wealth Management Institution in China" in The Asian Banker's 2017 China Private Banking and Wealth Management Award Ceremony in Beijing. The Asian Banker is a leading provider of strategic intelligence on the financial services industry and this award was established in 2016 to track the rapid growth of the Chinese private banking and wealth management... more Read more »

marcus evans to Host the Digital Transformation in Wealth Management Conference on February 7-9, 2018 in New York, NY

This GFMI conference will assess best practices for creating and integration robo-advisors. Learn the practical uses of artificial intelligence and machine learning in wealth management from investment strategies to data analytics and asset allocation. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.... more Read more »

ABN Amro Reveals Digital Wealth Management Unit Prospery in Germany

As of today, retail clients in Germany can use Prospery, a new digital platform that provides a comprehensive view of their current and potential assets, actively manages their investments and offers remote personal coaching at a fixed fee.  Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this. Read more »

Kestra Private Wealth Services Recruits Experienced Financial Advisors

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, Inc., that supports independent advisor teams nationwide, announces the addition of White Cap Wealth Management (White Cap). Based in Provo, Utah, the advisory team at White Cap Wealth Management oversees approximately $150 million in assets and is led by David Johnston, President, and KC Johnston, Chief Financial Officer. Read more »

Finantix Brings AI to Wealth Management

Finantix, an established provider of components that empower sales and advisory processes for the financial services industry, today launched Finantix AI Gears for Wealth - a collection of engines, tools and data structures that accelerate the injection of Artificial Intelligence into wealth management platforms. The new offering brings tangible benefits by automating tasks, distilling intelligence, supporting decisions and enforcing compliance... more Read more »

Roubini ThoughtLab Releases Study Outlining Digital Imperatives in the Investment Industry

Leading global research firm, Roubini ThoughtLab, released its new study today titled, Wealth and Asset Management 2022: The Path to Digital Leadership. The research, which explores how digitalization, globalization, and consumerization will reshape digital leadership in the investment industry by 2022, is informed by a survey of 1,503 investment providers from 15 countries, in-depth interviews, and rigorous cost-benefit analyses. Read more »

Wealthsimple Launches in the UK

Wealthsimple, a leading digital wealth manager, continues to make smart investing accessible and low-cost to more people with today's announcement of the company's expansion to the United Kingdom.  UK residents can now open an account and have access to diversified investment portfolios in less than five minutes on wealthsimple.com or by downloading the iOS or Android app.  Read more »

A Modular API Approach to Digital Wealth Management

It has been almost 10 years since early B2C robo advisors launched their products and since then, the market has grown exponentially. Incumbents such as Blackrock, UBS, Vanguard and Charles Schwab have entered the space with their own robo advisory models. With increase in competition, the end customer benefits from transparent and low cost investing. Read more »

Sharpfin Turns to the Investdor Crowd for New Funding Round

Sharpfin AB, a Stockholm-based company developing the next generation of wealth management software, partners with leading Nordic equity crowdfunding platform Invesdor to raise funding. The finance industry is riddled with high maintenance legacy IT systems and processes. Increased regulation is creating demand for specialized, flexible systems with lower maintenance costs. Sharpfin, a Swedish company, is tackling the issue of legacy systems in... more Read more »

Australia's ClearView Selects Iress Prime for Scaled Advice

IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution. XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.  Read more »

JHC Launches Risk Analytics Tool for Wealth Managers

Wealth management fintech firm, JHC Systems (JHC) has today announced the launch of its digital risk analytics tool available through JHC Neon (Neon).  This is the first time that wealth managers and private bankers will be able to access detailed and timely risk data on-the-go, empowering them to make informed investment decisions. Delivered through JHC’s secure private cloud technology, the tool will be available 24/7 across all devices.  Read more »

Dinosaur Merchant Bank Taps InvestCloud Digital Platform for Wealth Management

InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers. The Bank will be using InvestCloud’s flagship client portal solution, Blue. Read more »

Ping An leverages FinTech to Follow the "One Belt, One Road" Initiative: Lu International Platform Goes Live in Singapore

Ping An Group announced in Singapore that the Monetary Authority of Singapore (MAS) has granted an in-principle approval of the Capital Markets Services (CMS) license to Lu International (Singapore) Financial Asset Exchange Pte. Ltd. ("Lu International"). Lu International has opened in Singapore and will go live in Q3, 2017. Following the Chinese government's "One Belt, One Road" strategy, Lu International is China's first FinTech company in ... more Read more »

Allfunds Unveils API

Allfunds is boosting the capacity of the wealth management industry to engage in the digital ‘fintech’ revolution by launching an API* Platform to over 550 leading financial institutions. The move unleashes the potential for Allfunds’ wealth management clients to generate new revenue streams by developing innovative mobile applications (‘apps’), and other cutting edge digital services, to boost the customer experience. Read more »

Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform. Apex’s offering will allow FinTech startups and financial institutions alike to quickly take to market differentiated and personalized digital advisory services, using a fully featured, hyper-modular technology platform, with integrated, API-... more Read more »

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