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St James's Place updates reporting methods 03/07/2015

EXCLUSIVE: Do not ignore social media or that your advisers are already using it, Abhay Rajaram of Hearsay Social, warns diners at the PAM Annual Marketing Dinner 24/06/2015
Wealth managers are in danger of “digital Darwinism” as clients’ acceptance of social media outpaces firms’ adoption of it due to compliance concerns, Abhay Rajaram, vice president of customer success at Hearsay Social, told diners at the PAM Annual Marketing Dinner. Another danger is that individuals within the firm have already accepted these channels.

Winners and finalists outline shortcomings and strategies for success at the inaugural PAM Awards Roadshow 22/06/2015
Long-term goals, award-winning strategies and contrary market forecasts were just some of the topics under discussion when a trio of winners and finalists from this year’s PAM Awards addressed an audience of private client practitioners at the inaugural PAM Awards Roadshow last week (15/06/2015).

Technology specialist backs robo-advisers trend 22/06/2015
Equiniti Investment Services, a UK technology, finance and administrative services specialist, stays on top of trends in the financial technology area, and according to Huw Thompson, business development director at the firm, the robotic advisers (robo-advisers) movement will definitely play a big role in the future of this sector.

Canaccord Genuity selects Avaloq wealth management system 19/06/2015

Thesis Asset Management launches onto additional platform 19/06/2015
Thesis Asset Management plc, the investment management company focused on professional partnerships, has announced that its model portfolio service is now available on the Aviva platform.

US DOJ gives go ahead for Advent deal 18/06/2015
The United States Department of Justice (DOJ) has cleared SS&C Technologies Holdings acquisition of wealth management software firm Advent Software.

World Wealth Report identifies social impact investment as key to wealth management evolution 18/06/2015
Following the release of its annual World Wealth Report 2015 yesterday (see thewealthnet 17/06/2015), RBC Wealth Management and Capgemini have identified social impact investing as a key interest of high net worth individuals (HNWI) at a global level and, accordingly, a significant growth opportunity for wealth managers.

Luxembourg private bank signs IT deal with Lombard Odier 17/06/2015
Luxembourg-based KBL European Private Bankers (KBL epb), which has a presence in 50 cities across Europe, has signed a deal with Lombard Odier to use the Swiss bank’s IT system.

Innovation remains low in wealth management's mobile offerings- research 17/06/2015
BNP Paribas offers the best mobile app portfolios for high net worth individuals, according to a new ranking for the way that firms are harnessing new technologies in the wealth sector.

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