Cyber threats continue to impact private banking
Cyber security is a pressing issue for all but the foolhardy. An attack can have devastating effects, not just in the information that is stolen but in the damage to…
Technology
Morgan Stanley partners The Zone to promote financial wellness for athletes
Morgan Stanley has teamed up The Zone, an athletes-focused mental wellness platform, in an effort…
Why wealth managers must deliver greater levels of transparency and granularity to their clients
When Bloomberg reported earlier this year that ESG assets were on track to be worth $52trn by 2025 – more than…
Scalable Capital launches crypto offering
Digital wealth manager Scalable Capital has launched Scalable Crypto, an offering for investing in cryptocurrencies. The offering exists within the…
UBS expands alliance with iCapital Network to Switzerland and Asia
UBS Global Wealth Management (UBS GWM) has expanded its existing alliance with iCapital Network to augment the information and analytics…
Waverton chooses SEI Wealth Platform
Waverton Investment Management will adopt the SEI Wealth Platform, a fully-integrated, single-infrastructure technology and operational outsourcing solution. SEI was chosen…
Goldman Sachs, AWS partner to launch cloud service for financial institutions
Goldman Sachs and Amazon Web Services (AWS) have launched a new suite of cloud-based data and analytics solutions for financial institutions. Dubbed as Goldman Sachs Financial Cloud for Data, the…
Raymond James partners with data integration hub FINIO
Raymond James has signed up on the newly launched data integration hub Finio to bolster its data integration capabilities for both intermediaries as well as the customers of its platform.…
Banks and lenders: why now’s the time to automate SME loan origination
Small and Medium-sized Enterprises represent nearly 90% of all businesses, according to the World Bank. For banks and other lenders, they are also a key and loyal customer segment. However,…
Stratiphy taps WealthKernel to launch investment app in UK
Stratiphy has forged a partnership with WealthKernel, a wealthtech provider of digital investment services, to launch its investment app in the UK next year. Stratiphy’s app enables users to make…
Morningstar taps SMArtX to power asset management platform
Morningstar Investment Management, a subsidiary of independent research provider Morningstar, has selected SMArtX Advisory Solutions to power its turnkey asset management platform. SMArtX will provide its cloud-native account technology to…
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