Bobsguide

APRIL 22, 2022

For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader. There are strong structural growth drivers in the global wealth management space which are set to significantly increase GBST’s addressable market.

Innovation 147

Innovation Company Management User Experience 147

PYMNTS

DECEMBER 9, 2019

Goldman Sachs is planning to launch digital wealth management services to customers with as little as $5,000 in 2020. While the minimum investment hasn’t been finalized yet, it will be “significantly lower” than Goldman’s traditional accounts.

Capital 142

Capital Management Meeting Branding 142

Bank Innovation

APRIL 20, 2017

Getting a line of credit from a bank is so passe — try a wealth management service with a robo-advisor. Wealth management company Wealthfront has just released its new Portfolio Line of Credit, an offering that will allow clients to borrow funds based off of their investment accounts.

Mobile 231

Mobile Management Company Lending 231

Bank Innovation

JULY 30, 2019

The bank and financial services holding company, which has $1.8 trillion in assets under management, offers investment services and wealth management products aimed at institutions and high-net-worth individuals. For nearly a […].

Customer Experience 199

Customer Experience Management Company Innovation Strategies 199

PYMNTS

DECEMBER 13, 2019

To provide retail consumers in China with a new widely available and streamlined investment advisory service, Vanguard and Ant Financial Services Group announced a partnership. They will have a minimum investment of approximately USD 113 or RMB 800. Alipay serves more than 1.2 Alipay serves more than 1.2

Management 133

Management Technology Groups Retail 133

Perficient

AUGUST 18, 2022

Many are hesitant to seek financial advice because they don’t have enough supplementary income to invest, but it is a common misconception that all financial advisors are solely investment focused. Some financial advisors charge a flat fee or hourly rate, while others receive a commission from investment and financial products.

Millennials 473

Millennials Tools Management Strategy 473

Bank Innovation

JULY 30, 2019

The bank and financial services holding company, which has $1.8 trillion in assets under management, offers investment services and wealth management products aimed at institutions and high-net-worth individuals. For nearly a […].

Customer Experience 170

Customer Experience Management Company Innovation Strategies 170

Bank Innovation

MARCH 24, 2017

The wealth management startup Grain went live with its 2.0 amplifies and advances its “social investing” strategy and service. Specifically, Grain allows users to “play” investing with friends before committing funds to actual investments. version in the iOS app store this week.

Management 210

Management Strategy social media Online 210

BankInovation

MAY 11, 2022

Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a service (SaaS) digital platform based on performance data and proprietary banking and investment formulas.

Software 98

Software Management Data Company 98

Perficient

MARCH 8, 2023

Fortunately, most societies today don’t legally bar women from partaking in these tasks, but the ancient history of shutting doors on women seeking greater financial control has left an undeniable gender gap in the world of financial services and a lingering, detrimental attitude that money management is a man’s job. households.

Innovation Strategies 275

Innovation Strategies Study Marketing Leadership 275

BankInovation

FEBRUARY 23, 2022

Scotiabank has launched a new cloud-based wealth management tool for both advisors and retail customers that leverages artificial intelligence (AI) and machine learning to make and monitor investment goals.

Tools 96

Tools Management Retail 96

PYMNTS

JANUARY 17, 2021

UBS Group might be investing $400 million in India’s Paytm , which is owned by Ant Group , according to a report from Tech in Asia. According to CEO and Founder Vijay Shekhar Sharma , the company could turn profitable this year amid the wave of adoption of digital payment services in the wake of the pandemic, the report stated.

Groups 177

Groups Payments Lending Report 177

Perficient

FEBRUARY 15, 2022

If you have been holding back on making investments to drive new ways your advisors can communicate with investors when COVID-19 restrictions fade and life returns to normal, you might want to revisit those planning assumptions. It’s all about offering clients choices about the sort of experiences and services they want.

Rhode Island 340

Rhode Island Management Delaware New Jersey 340

Bobsguide

OCTOBER 1, 2022

SIX, the Swiss leading financial data vendor, joins forces with Prometeia , a global provider of advanced analytics, software solutions and consulting services, to offer a risk indicator that aims at complementing existing regulatory risk ratings for all asset classes. We are eager to push further this most promising collaboration.”.

Analytics 97

Analytics Risk Management Management Regulation 97

Bobsguide

MAY 26, 2022

Generation Life – a leading life insurance company that’s been providing Australians with tax-effective investment solutions for over 18 years – has launched its innovative new lifetime income solution, known as Generation Life LifeIncome, on GBST’s cloud-based wealth administration platform, Composer.

Technology 148

Technology Management Innovation User Experience 148

PYMNTS

DECEMBER 4, 2018

TD Bank is introducing new services in Canada designed to address the unique financial services needs of the healthcare sector. The collaboration followed a previous deal announced with BizEquity that introduced a business valuation service for small business clients interested in selling their firms.

Industry 128

Industry Management Taxes Lending 128

PYMNTS

JULY 29, 2020

Paytm Money, which bills itself as India’s largest online investment and wealth management platform, announced Wednesday (July 29) it has appointed Varun Sridhar as its new chief executive. Paytm Money is on a mission to empower millions of Indians with wealth management products,” said Nayyar in the announcement. “We

Fintech 152

Fintech Retail Management US 152

PYMNTS

MAY 21, 2020

KKR, the global investment firm based in New York, is the latest mega investor to join a deal to turn the digital subsidiary of Reliance Industries Ltd. The news service reported that KKR is in advanced talks to buy a $1.5 billion stake that would value the fast-growing Indian digital company at $65 billion, the news service reported.

New York 130

New York Mobile Maine Operations 130

PYMNTS

JANUARY 29, 2020

Amid the targets for return on equity in the investment banking business, Goldman ’s first Investor Day in the wake of a revamped operating structure placed special emphasis on the digital realm. Specifically, digital banking services, delivered to a broader consumer base through mobile means. trillion in investable assets/deposits.

Digital Banking 136

Digital Banking Strategy Management Apple 136

BankInovation

SEPTEMBER 11, 2023

New York — Bank of Montreal’s automated savings program adoption is growing and the bank is on track for a 600% return on investment rate for the program over a five-year period, Daniel Caplan, director of digital money management and wealth services at BMO, said today at Finovate Fall 2023. In a survey last year, […]

New York 56

New York Survey Management 56

PYMNTS

DECEMBER 12, 2019

The firm has also partnered with larger financial institutions (FIs) to service their smaller clients. In other financial news , Goldman is planning to launch a digital wealth management service in 2020 for customers with as little as $5,000 to invest.

New York 131

New York Capital Resources America 131

PYMNTS

DECEMBER 14, 2020

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed with Stone Ridge Asset Management , which has over $10 billion in assets under management (AUM), for MassMutual to acquire FinTech registered investment advisor (RIA) platform Flourish , according to a press release.

Massachusetts 229

Massachusetts Fintech Survey User Experience 229

PYMNTS

JUNE 18, 2020

Jio Platforms has reeled in another big investor, with Saudi Arabia’s sovereign wealth fund agreeing to pump $1.5 With the deal, the Saudi kingdom’s Public Investment Fund, or PIF, will control a 2.32 The deal is just the latest investment by a foreign player in the Indian powerhouse, which, as of late May, had attracted $10.4

Industry 130

Industry Capital Innovation Company 130

PopularBank

FEBRUARY 19, 2021

With Popular Investments Executive Financial Consultant Roderick Rodriguez. As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021.

Meeting 98

Meeting Management Millennials Industry 98

PYMNTS

JANUARY 14, 2021

Consumers seemed to respond positively to products like its retail wealth management tool AutoInvest, along with more growth for its insurance distribution, the release stated. In addition, the Grab-Singtel consortium was selected by the Monetary Authority of Singapore to set up a full digital bank, according to the release.

Groups 204

Groups Regional Fintech Management 204

BankInovation

MARCH 29, 2021

billion Progress Bank will manage its cybersecurity services and network operations by outsourcing them to SEI, a provider of wealth and investment management solutions.

Management 96

Management Operations Security 96

PYMNTS

OCTOBER 14, 2020

As has been seen with other large financial services firms, provision for credit losses improved, to $278 million in the latest period, down 4 percent year on year and a significant 83 percent lower than had been seen in the second quarter. Net revenues in the consumer and wealth management space were up 13 percent year over year, to $1.5

Apple 146

Apple Management Cards Course 146

BankInovation

JUNE 17, 2021

digital wealth manager Nutmeg Saving and Investment as it seeks to expand its mobile banking service for retail investors in the country. JPMorgan Chase & Co. agreed to buy U.K. Nutmeg has more than 140,000 customers and manages over 3.5 billion pounds ($4.9 billion) of assets, according to a statement from the U.S.

Retail 98

Retail Mobile Management 98

PYMNTS

AUGUST 4, 2020

4) that it will offer consumer loans in Singapore along with wealth management products. At the start of the year, Mitsubishi UFJ Financial Group invested more than $700 million in Grab. Called “Thrive with Grab,” the strategy is designed to tap into the region’s vast market. Grab also has received $2.6

Strategy 137

Strategy Management Groups Regional 137

Bobsguide

MARCH 14, 2022

Profile Software , the leading financial solutions provider, announced today the selection of Axia by Cirdan Capital, a financial technology company in the UK founded in 2014, that specialises in the issuance of structured investment products, to complete the proprietary technology of its platform.

Capital 78

Capital Operations Fintech Software 78

Accenture

MARCH 31, 2016

As my regular conversations with wealth and investment management clients underline, the rise of automated financial advisory services – or “robo-advice” in tabloid-speak – is currently one of the banking industry’s hottest topics. With leading players now starting to use. Read more.

Management 150

Management 150

Bank Innovation

SEPTEMBER 6, 2016

Roboadvisors are hot in financial and wealth management at the moment, despite the fact that “roboadvisor” can essentially refer to any online service that generates automated investment advice.

Management 150

Management Online Fintech Capital 150

Bobsguide

MARCH 14, 2022

Assets on GBST ’s award-winning wealth management platform, Composer®, increased by almost a fifth (18%) to nearly £180 billion, and active accounts rose by 7% to reach 3.4 The post UK assets on GBST’s Composer® Wealth Management Platform, grow by a fifth in 2021 appeared first on Bobsguide. million in the year ended December 2021.

Management 78

Management User Experience Technology Software 78

Chris Skinner

JULY 26, 2017

Innovate Finance has just published their report on the first half of 2017, and the investments made in FinTech. Global VC FinTech investment attracts $6.5 Billion in H1 2017 –with UK investment up 37% reveals Innovate Finance H1 2017 saw 787 deals globally, attracting $6.5 billion of investment compared with $7.0

Fintech 251

Fintech United States US Innovation 251

Independent Banker

DECEMBER 31, 2021

To satisfy the banking needs of some commercial and high-net-worth clients, some community banks provide trust and tax strategy services. These banks report that specialized services are a way to deepen their already close customer relationships. For some banks, those services include specialty trust and tax strategy services.

Taxes 91

Taxes Community Bank Community Strategy 91

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike. First name.

Management 87

Management Fintech Industry Trends 87

PYMNTS

OCTOBER 22, 2020

The company has also moved into grocery delivery, insurance and financial services. Having laid this foundation, we will focus on expanding our financial services and merchant services business through the rest of the year and beyond,” he said. The startup is planning to offer loans and other wealth management tools.

Regional 143

Regional Groups National Tools 143