Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract and Retain the Modern Investor – Highlights Data Insights From Investors
- 3 years 1 month ago
- Wealth Management
Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information.
Dan Boardman-Weston appointed CEO at BRI Wealth Management
- 3 years 1 month ago
- Wealth Management, People Moves
Simon Boardman-Weston becomes Executive Chairman BRI now has 44 employees, more than a thousand clients and an annual turnover in excess of £5 million BRI Wealth Management aims to be the leading independent regional Wealth Manager
Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK
- 3 years 1 month ago
- Wealth Management
Profile Software, the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th - 30th March 2022 in Park Plaza Victoria, in London, UK. The conference will bring together experts from top wealth management and private banks across the UK and Europe.
VRGL Launches Advanced Platform to Bring the Power of Institutional-grade Analytics to Retail Wealth Management Firms
- 3 years 1 month ago
- Wealth Management
VRGL, Inc, today announced the launch of the VRGL (pronounced Virgil) platform, a revolutionary wealth management technology designed to help investment advisors grow their business by leveraging institutional-grade analytics and advanced technology to build trusting relationships more quickly with their prospective and existing clients.
Refinitiv and Vestorly Team up to Deliver Enhanced AI-driven Digital Marketing Tools to Wealth Management Providers
- 3 years 1 month ago
- Artificial Intelligence, Wealth Management
Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors. Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a... more
Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience
- 3 years 2 months ago
- Trading Systems, Wealth Management
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users
ET Money’s Technology-led Approach Is Enabling Investors to Generate Better Returns Using Passive Funds
- 3 years 2 months ago
- Wealth Management
The platform has partnered with India’s leading AMCs to offer quant-based investment portfolios built with passive funds.
Kingswood Launches new Online Cient Portal
- 3 years 2 months ago
- Investment Management, Wealth Management
‘Kingswood Go’ will allow clients to access their investments and hold all of their financial information online and in one place securely Kingswood Go will allow Kingswood to launch their own fully branded client app that delivers compliance confidence and builds client loyalty Providing a single client view, the portal will be available via desktop and mobile app and is driven by technology from wealthtech firm, moneyinfo
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
- 3 years 2 months ago
- Wealth Management, Infrastructure
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimizing their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area of the business.
Former Temenos and Avaloq Managing Director Appointed to Support additiv’s Embedded Finance Business
- 3 years 3 months ago
- Wealth Management
additiv, a leading embedded finance provider to the wealth management industry, today announces that Martin Frick, former Managing Director at Temenos and Avaloq in Asia Pacific, has joined additiv’s senior management team. Martin brings over 30 years of experience in the financial services industry to his position as Chief Growth Officer at additiv which will focus on growing their already established embedded wealth business.
Objectway Appoints Karl Im Brahm as CEO for the Dach Region and Group Banking Practice Leader
- 3 years 3 months ago
- Wealth Management, Banking, People Moves
Karl will lead the Die Software Objectway Group entity as the Group continues its expansion in the German-speaking private banking and wealth management markets, as part of its long term growth strategy for the region. Moreover, he will lead the Banking Practice at group level.
84% Millennials Have Stepped Up Their Wealth-management Strategy to Prepare for Future Cashe Releases ‘millennial Mood Index (Mmi) 2021’
- 3 years 3 months ago
- Wealth Management
CASHe, India’s preferred AI-driven financial wellness platform with a mission to make financial inclusion possible to all today released the ‘Millennial Mood Index 2021’. According to the survey, more than 84% millennials across the country stated that they have stepped up their wealth-management strategy in a bid to prep up for future contingencies while eyeing opportunities for stronger and sustainable growth in the post-pandemic world.
Kristal.AI Enables Instant LRS remittances for Indian investors
- 3 years 3 months ago
- Artificial Intelligence, Wealth Management
Kristal.AI enables instant LRS remittances for Indian investors Partners with cross border remittance service, FlyRemit, to offer low-cost and faster global remittances to bank & wealth management partners and investors
VERMEG Launches Software Solution to Connect European Banks Into New Eurosystem Collateral Management System (ECMS)
- 3 years 5 months ago
- Asset Management, Wealth Management, Banking, Insurance
VERMEG, a specialized software house covering three main market segments in financial services - Banking, Wealth and Asset Management and Insurance, announces a new software solution, ‘EASY Collateral by VERMEG’ to enable European Banks to be ready for connection and operation with the new ECMS, which launches in November 2023.
60% of Asset and Wealth Managers View Reconciliations as the Greatest Challenge to Their Business
- 3 years 5 months ago
- Asset Management, Wealth Management, Data Management
According to a survey recently carried out by automated reconciliation firm AutoRek and Worldwide Business Research, automation is high on the agenda in a post-COVID world. The survey, which consisted of half asset managers and half wealth managers with an average AUM of £1-50bn, revealed that manual processing, the availability of adequately skilled staff and appropriate automated systems are the top concerns for firms across the financial... more
