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The $200 billion opportunity for wealth managers 27/06/2016
Up to $200 billion worth of client assets is available to those wealth managers who can respond to changing demands and get the client experience right, according to the results of EY’s latest Global Wealth survey.

PAM Digital Survey & Forum 2016 – we want to hear from you 21/06/2016
The PAM Digital Forum 2016 is taking place on 5 July 2016 where a panel of experts will discuss the findings of the PAM Digital Survey 2016.

Global fintech supplier strengthens account management team 17/06/2016
IRESS, a global supplier of technology for wealth management, financial markets and the mortgage industry, has strengthened its account management capabilities with six appointments.

PAM Digital Survey & Forum 2016 – we want to hear from you 16/06/2016
The PAM Digital Forum 2016 is taking place on 5 July 2016 where a panel of experts will discuss the findings of the PAM Digital Survey 2016.

Wealth managers need to work together to attract millennials 14/06/2016
A working group of millennial wealth management professionals have called upon the sector – and the financial services industry more broadly – to team up and create a financial guidance service to engage the next generation in financial planning.

Blockchain, wealth management and the weakest link 13/06/2016
Blockchain, in its ideal incarnation, promises to revolutionise the way we transfer and store our most valuable assets. Why, then, are wealth management firms so reluctant to engage with the impending arrival of this new technology?

Cater Allen yet to finalise tech overhaul partner 10/06/2016
A deal has not been signed for core provider in modernisation of private bank.

Tech firm spruces up wealth platform 10/06/2016
SS&C, a US-based global provider of financial services software, has enhanced its Black Diamond wealth management platform.

What is a component and how can we get some standardisation? 10/06/2016
The latest from Ada King - our regular expert wealth management IT columnist

AJ Bell to launch Facebook Messenger trading service 09/06/2016
AJ Bell, a UK fund supermarket, plans to allow investors to trade through Facebook’s Messenger service after becoming the first company to complete a live share trade through the messaging app.

 
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