Separating the wheat from the chaff
Discover the ways to tackle complex data estates with Adlib Software.
Robo-Advisory
A win-win despite the trade war: why small-time foreign investors and US markets need each other
While the trade war looks set to escalate, it seems there may be a silver lining for the US economy.
Lending Club, Wealthfront and Intuit team for consumer data
What do you get when you combine Intuit, Lending Club and Wealthfront?
UBS to sell robo-advisor SmartWealth to SigFig
Swiss bank already has an equity stake in SigFig.
The vital role of actionable content
Retail investors are more informed and independent than ever before.
DriveWealth and Bambu join forces on robo-advisory tool
Two wealthtech companies from opposite sides of the globe have built upon their partnership.
The rise of wealthtech
Artificial intelligence (AI) and machine learning (ML) are revolutionising wealthtech.
Additiv and Orange Business Services in juicy wealthtech hook-up
European robo-advisor Additiv makes its cloud-based tech available to banks and FIs.
AI is a buzzy word, but how can banks put it to work?
What is AI and how can financial services companies leverage it to their advantage?
Wealthtech firm WeInvest raises $12.3m, Schroders among investors
The financing comes from angel investors and Schroders.
Five ways AI is disrupting financial services
Whether you realise it or not, artificial intelligence (AI) is taking over the world.
Robo-advice: the future is now
While we know that robo-advice is here to stay, who is actually using it?
Fintech start-ups acquired by banks – CB Insights
2017 saw more acquisitions by top US banks than any other year.
Glossary: what’s what in fintech
What’s what in fintech? Here is a glossary of the most commonly used terms.
Where top US banks are betting on fintech – CB Insights
Research company CB Insights has mapped out where the top ten US banks are investing in fintech.
Wealthtech: a market poised for extended growth
Rapid changes are occurring in the wealth management space and the level of disruption in how advice and capital are managed is only beginning. Wealth management is a monumental industry. The players in the space run the gamut from gigantic hedge funds to individuals who manage their own investments. This changing wealth management landscape is driving a significant uptick in transactions.
Why financial services should be terrified of dispensing wealth management robo-advice
Robo-advisors are software programmes that provide financial advice with minimal human intervention. Software has been providing advice for half a century, from portfolio management to trading strategies to currency management, and more. The novelty is providing robo-advice direct to consumers. Robo-advice costs less than “bricks & mortar & human” services, hopefully harvesting a bigger market. […]
Wealthtech is coming to the High Street
For those in employed in financial services, technology has always been important – integrated systems for operations and execution have been with us for decades. But to the banking customer at a High Street branch the advances in technology may not be obvious. However, slowly and surely innovations from the fintech sector are filtering down to the mass-market.
O-Bank goes digital in preparation for IPO
O-Bank (formerly Industrial Bank of Taiwan), is keen to transform itself into “a nimble and digitally-focused boutique lender” as it gears on for an IPO.
This isn’t the end of the advisor: why tech won’t cut out the middle man
Who do you trust with your money? Well, if the latest talk in personal finance is anything to go by, we’ll soon be placing our trust in an altogether less warm-blooded beast. Move over mankind: the robots are coming. But not so fast!
Marstone teams with IBM Watson for cognitive computing-powered advice
Marstone, a New York-based financial services firm, has teamed up with IBM Watson for Wealth Management to offer digital advice assisted by cognitive computing. The plan is for Marstone’s platform, powered by Watson, to use data, patterns and natural language to provide cognitive advice and learn from experience. Margaret Hartigan, chief executive of Marstone, says […]
