The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy …
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — …
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed …
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored to their needs. However, the …
Data management is the main challenge for the Fintech industry. Technological developments should consider modular and scalable solutions for companies and usable and easy interfaces …
Blucora chief steps down over disagreements in scope of authority January 17, 2020 Verdict Staff Goldman Sachs in talks with ICBC over majority-owned China JV January 17, 2020 Verdict Staff BNY Mellon net income soars in Q4 2019 January 17, 2020 Verdict Staff 
