What the FinTech? | S.3 Episode 8 | A hybrid approach to wealth management
In this episode of the podcast, we’re joined by Aaron Davis, director of product marketing at OneSpan.
In this episode of the podcast, we’re joined by Aaron Davis, director of product marketing at OneSpan.
Here’s our pick of five of the top news stories from the world of finance and tech this week.
The transaction is expected to be completed in the second half of 2022.
Artificial intelligence (AI) is fast becoming an essential tool for the financial services industry.
Millennial and Gen Z-focused Wealthfront caters to “the next generation of investors”.
The multi-stage acquisition deal is the company’s fourth acquisition in 14 months.
All eligible accounts will be transferred to Moneyfarm in January.
Banks should adopt a client-centred approach to their services to forge a deeper relationship with customers.
The funding was drawn from a Series F round and $100m credit facility.
What if you had a digital twin that could manage your money faster and better than you?
Featuring Wealthsimple, CollectiveHealth, Bitso, Shift Technology, and Forge Global.
Featuring Stash, Built, LeaseLock, Valon Mortgage, and Metromile.
In wealth management, innovations need challengers, ambitious goals… and patience.
But first, banks need to de-silo their data and create a single data universe.
A year in review.
The new bank is aiming for a 2020 launch.
Catch up on exclusive interviews from Robo Investing 2019 .
Wealth managers must re-engineer their operations to compete.
The platform is designed for small to medium-sized investment managers.
The launch of the joint venture between Lloyds and Schroders have prompted widespread complaints from staff.
California-based, Wealthfront, is acquiring financial planning fintech Grove for an undisclosed sum
Discover the ways to tackle complex data estates with Adlib Software.
While the trade war looks set to escalate, it seems there may be a silver lining for the US economy.
What do you get when you combine Intuit, Lending Club and Wealthfront?
Swiss bank already has an equity stake in SigFig.
Retail investors are more informed and independent than ever before.
Two wealthtech companies from opposite sides of the globe have built upon their partnership.
Artificial intelligence (AI) and machine learning (ML) are revolutionising wealthtech.
European robo-advisor Additiv makes its cloud-based tech available to banks and FIs.
What is AI and how can financial services companies leverage it to their advantage?
The financing comes from angel investors and Schroders.
Whether you realise it or not, artificial intelligence (AI) is taking over the world.
While we know that robo-advice is here to stay, who is actually using it?
2017 saw more acquisitions by top US banks than any other year.
What’s what in fintech? Here is a glossary of the most commonly used terms.
Research company CB Insights has mapped out where the top ten US banks are investing in fintech.
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.
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. […]
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 (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.