Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent
- 7 years 8 months ago
- Wealth Management
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., supporting independent advisor teams nationwide, today announced the addition of Modernize Wealth to its advisory platform. Based in Chandler, Ariz., the professionals at Modernize have been providing wealth management and retirement planning services for over 25 years. The advisory team at Modernize consists of John Hebert,... more
UBS and EPAM Win Best Use of IT Private Banking/Wealth Management for SmartWealth App at Banking Technology Awards
- 7 years 8 months ago
- Wealth Management
EPAM Systems, a leading global provider of digital platform engineering and software development services, and UBS AG, the world's largest wealth manager, have been awarded for Best Use of IT Private Banking/Wealth Management at the Banking Technology Awards held on December 13, 2017 in London. Now in its 18th year, the Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide, and the people... more
Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology – Excelian, Luxoft Financial Services says
- 7 years 8 months ago
- Wealth Management
Wealth & Asset Managers in Europe are closer to embracing new technologies than their sell-side counterparts because CEOs in the industry understand the importance of technology within the business, according to over 200 Information Technology (IT) executives working in the financial services sector.
marcus evans to Host the Digital Transformation in Wealth Management Conference on February 7-9, 2018 in New York, NY
- 7 years 8 months ago
- Wealth Management
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
ABN Amro Reveals Digital Wealth Management Unit Prospery in Germany
- 7 years 8 months ago
- Wealth Management
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.
Kestra Private Wealth Services Recruits Experienced Financial Advisors
- 7 years 9 months ago
- Wealth Management
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.
Finantix Brings AI to Wealth Management
- 7 years 10 months ago
- Artificial Intelligence, 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
Roubini ThoughtLab Releases Study Outlining Digital Imperatives in the Investment Industry
- 7 years 10 months ago
- Asset Management, Wealth Management
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.
Wealthsimple Launches in the UK
- 7 years 11 months ago
- Wealth Management
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.
A Modular API Approach to Digital Wealth Management
- 7 years 11 months ago
- 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.
Sharpfin Turns to the Investdor Crowd for New Funding Round
- 7 years 12 months ago
- Wealth Management
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.
Australia's ClearView Selects Iress Prime for Scaled Advice
- 8 years 5 days ago
- Wealth Management
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.
JHC Launches Risk Analytics Tool for Wealth Managers
- 8 years 5 days ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has today announced the launch of its digital risk analytics tool available through JHC Neon (Neon).
Dinosaur Merchant Bank Taps InvestCloud Digital Platform for Wealth Management
- 8 years 2 weeks ago
- 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.
