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Wealth Technology
 
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US wealth technology firm acquisition to combine the 'Traditional with the Robo Adviser' 19/12/2014
Vanare, a wealth management technology platform for investment advisors, has acquired NestEgg Wealth

Ada King – the voice of IT: Do we really know what we are talking about? Two topics where we really don't. 18/12/2014
Our regular wealth management IT expert's column

Barclays to introduce smartphone cheque payment system to wealth management from 2015 05/12/2014
Following the success of Barclays’ cheque imaging service, which allows cheques to be paid in with the use of a smartphone, the initiative is to be extended to wealth customers from early 2015.

Private banking on the cusp of great change - Crealogix 05/12/2014
Private banking is embarking on a "digital journey" akin to the upheaval in news, books and music publishing over the past 20 years according to ebanking provider Crealogix.

Coutts claims a first with customer video conferencing initiative 01/12/2014
Coutts is to launch a pilot scheme that enables it to video call their adviser through their mobile device, tablet or PC.

The country which leads in new mobile banking channels 27/11/2014
The Chinese are the most advanced users of mobile technology when it comes to their financial affairs, followed by the British, according to new research.

UK millionaires social media use more commonplace than wealth managers believe 26/11/2014
Social media usage amongst UK millionaire is commonplace according to the findings of the Ledbury UK Millionaire Omnibus, with 75 percent using at least one social media platform.

EXCLUSIVE: Facebook drops out of favour but wealth management social media usage is on the up despite regulatory concerns, 2014 PAM Insight Social Media Survey shows 21/11/2014
Social media usage in the wealth management sector has increased in the past twelve months despite ongoing concerns about regulation and compliance, according to the 2014 PAM Insight Social Media Survey.

Wealth management and social media – discover what the sector and the FCA thinks 12/11/2014
The Financial Conduct Authority (FCA) will be amongst the participants in the panel discussion at the second annual Social Media Forum organised by PAM Insight and Citigate Dewe Rogerson.

FCA's proposed social media rules 'unrealistic', says PR agency 10/11/2014
PR agency chiefs have dismissed proposals that clients should be obliged to sign-off social media posts drafted on their behalf

 
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