Online Wealth Mgt

The Rise of Wealthtech: Infographic

Evolving consumer expectations, the rapid adoption of technology and new competitors entering the markets are placing new demands on today’s wealth management firms. These trends are re-shaping the look and feel of the industry, and the change is happening across

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Wealthtech Flourishes in Switzerland

A new generation of fintech companies is building digital solutions to transform the investment and asset management industry. Often referred to as “wealthtech” companies, these use artificial intelligence (AI) and big data to offer advice, and provide low-cost alternatives with

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Win 3 Free Tickets for Upcoming WealthTech Conference in Zurich

Get ready to take the next step into future of Wealth Management. Buy your ticket now and be a part of the exciting Finance 2.0 / WealthTech conference in Zurich. On November 14, 2017, leading experts are going to talk about

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Finantix Brings AI To Wealth Management

Finantix, an established provider of components that empower sales and advisory processes for the financial services industry, launched Finantix AI Gears for Wealth – a collection of engines, tools and data structures that accelerate the injection of Artificial Intelligence into wealth management platforms. The

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BNP Paribas Asset Management Acquires a Majority Stake in a Robo-Advisory Investment Solution

BNP Paribas Asset Management  is adding state-of-the-art digital-advisory services to support and enhance the digitalisation of its distributors through the acquisition of a majority stake in Gambit Financial Solutions (Gambit), in line with its objective to further expand its innovative

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VisualVest als erster Finanzdienstleister mit Depotzugriff per Alexa Sprachsteuerung

VisualVest, digitaler Vermögensverwalter und 100-prozentige Tochtergesellschaft von Union Investment, ermöglicht Kunden jetzt den Zugriff auf ihr Depot per sprachgesteuerter Abfrage mit Alexa Voice Service, dem Sprachdienst von Amazon. Auf diese Weise können Anleger noch komfortabler auf ihre Daten zugreifen und

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Robo-Advisors are the Future of Wealth Management

Deutsche Bank recommends robo-advisors for financial inclusivity. It also suggests that it complement traditional financial advisory, instead of replacing it altogether, in a bid to target underserved consumers. Deutsche Bank’s August 10 issue of its EU Monitor research report titled

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BLKB lanciert Digifolio und erweitert digitales Angebot für Anleger

  Die BLKB erweitert mit Digifolio ihr Angebot im Anlagebereich und steigt in die digitale Vermögensverwaltung ein. Basis dafür bildet die im August 2016 eingegangene Partnerschaft mit der True Wealth AG, welche die Technologie hinter Digifolio zur Verfügung stellt. Das

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Private Banking and Wealth Management are still stuck in the past

Wealth management has now reached a point where a mind shift has become essential, as the gap between profitability and market share has widened to unsustainable levels, said Deloitte. In its report Innovation in Private Banking and Wealth Management: Embracing

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Free Stock Trading App Robinhood Joins Fintech Unicorn Club as 23rd Member

Robinhood, a popular app for trading stocks without fees, has raised US$110 million in a Series C funding round led by DST Global, the Russian firm led by billionaire Yuri Milner. The round gives Robinhood a valuation of US$1.3 billion.

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