01/21/2019
Big money managers could soon package crypto assets into mutual funds and ETFs, while paving the way for Bitcoin to enter 401(k)s and IRAs as regulated, mainstream investments.
01/21/2019
Data lakes will usher in the same type of dramatic change that was witnessed as asset managers moved from handwritten ledgers to PCs.
01/21/2019
Today, the savvy RM can look at a client’s digital footprint to find out so much more than they are told directly.
01/21/2019
Following successful implementation inside the bank, we are now exploring how this technology could help multinational clients
01/20/2019
Data scientists have made major leaps in the past decade to get us here.
01/20/2019
The Group strengthens the leadership in the asset management segment
01/18/2019
Consolidation will increase as more buy-side firms remove overlapping technology platforms and simplify IT infrastructure for more efficient straight-through processing.
01/18/2019
The service has been available since 2015 but it was the introduction of the strict new GDPR rules which has had the biggest impact in terms of advisers engaging with customers to use the portal.
01/18/2019
The firm’s new City of London office comes after the London team has already doubled in size over the past year and provides sufficient space for further growth.
01/17/2019
Societies can also retrieve certain documents from the portal for free, which there was previously a charge for.
01/17/2019
Customers can buy Garmin, Mondaine and Olympic watches, as well as keyrings and bracelets from Laks and rings from K-ring that have Mastercard-certified payment chips.
01/17/2019
ESG has become a permanent feature of global asset management.
01/16/2019
The growth of Delphi within Barclays has been impressive, with a demand list of over 100 further types of exceptions for on boarding.
01/16/2019
The European Commission approved the final implementation standards of the European Securities and Markets Authority (ESMA) on December 13, 2018.
01/15/2019
Benefiting from Volante’s one-stop-shop for PSD2 compliance and Open Banking
01/15/2019
Says it used tech to settle 3 million forex transactions, $250k in payments last year
01/15/2019
New reporting platform for third-party IFA and direct clients
01/15/2019
Best security practices cover not just software, but hardware as well
01/14/2019
Taurus-Protect has been compliant since day one with the most stringent Swiss and international regulations
01/11/2019
ePaylater is a ‘Buy Now, Pay Later’ payment solution through which customers can instantly get access to credit to make faster online/offline purchases.