08/05/2015
The remaining shares are owned by Wealth Wizards’ founding management team and the business will continue to operate its independent financial advice service which is focused on developing low-cost advice solutions for the workplace market.
08/05/2015
Deloitte believes the wealth management industry is likely entering a period of significant disruption.
08/05/2015
Wealth managers are finally waking up to the fact their competitors are winning more business through better use of client relationship management systems
08/03/2015
Some of the benefits mentioned in the report includes stability and reliability of the system, faster transaction processing and low customer costs.
07/30/2015
A firm focusing on CRM systems in wealth management is celebrating a hat-trick of achievements.
07/30/2015
London-based Morgans Independent Financial Advisers has become the latest adviser firm to implement the wealth management solution provided by Australian software company IRESS.
07/29/2015
In the quest to make mobile payments easier, a Dutch bank trials a new way of authorising digital payments.
07/27/2015
The digital banking revolution is putting more power in peoples’ hands.
07/24/2015
Some media reports in Bulgaria claimed that Louvrier maintained close ties with a Russian billionaire
07/23/2015
Significantly increases vendor coverage and re-launches with a new advisory group
07/23/2015
The decision to extend the settlement day to 18:00 follows a review by the Bank of England in its role as settlement agent for the major pound sterling payment and settlement systems, CHAPS and CREST respectively.
07/23/2015
Misys has been awarded “Best buy-side pricing and market display” for its FusionInvest solution at the Systems in the City Awards.
07/23/2015
It also includes major European exits such as Shutl, to Ebay and Star, to Claranet.
07/22/2015
Robo-advice can be a valuable addition to the service offered by advisers, despite the perceived threat that it allows product providers and fund managers to go direct to consumers, industry experts have said.
07/22/2015
In the past few months, the underlying blockchain technology has been garnering increased interest from both bitcoin enthusiasts and large institutions.
07/21/2015
Thomson Reuters has created the new currency value tracker by combining the innovative visualization technology available in Thomson Reuters Eikon
07/20/2015
The firm joins more than half a dozen major financial or professional institutions in their ambitions to explore distributed ledger technology.
07/17/2015
The worldwide partnerships signed with each of these four global digital leaders, Facebook, Google, LinkedIn and Twitter, will help us strengthen our relationship with our clients and prospects on these platforms.
07/17/2015
Partnership Will Open Opportunity Network's Exclusive Network of Anonymous High-Quality, Low-Risk Business Deals to London Stock Exchange Group's ELITE Program Participants
07/16/2015
The business software company reported a rise in pretax profit in the six months to June 30 to GBP3.7 million from GBP3 million, as revenue grew 7% to GBP15.8 million from GBP14.7 million.