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 …
HSBC Private Banking appoints new head of investment services and product solutions December 9, 2019 Asena Degirmenci 
Harbor Capital Advisors introduces six low-volatile funds December 9, 2019 Verdict Staff Deutsche Bank fined €15m over AML shortcomings December 9, 2019 Verdict Staff 
