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Tech playing bigger role in business plans- study 21/08/2014 Wealth management and trust organisations are increasingly emphasising technology innovation, optimisation of operations, and enhanced services as major components of their growth strategies according to a report. Avaloq banking suite becomes fully compliant with Australian tax system 13/08/2014 Swiss-based Avaloq group, a wealth management solutions provider, has achieved full compliance with the Australian tax system with its banking suite. PAM Insight launches second annual study into wealth management world's use of social media 11/08/2014 PAM Insight has launched its second annual survey into the use of social media within the wealth management sector, in association with Citigate Dewe Rogerson.
Wealthy Americans turn to LinkedIn and Twitter as Facebook falls out of favour – research 07/08/2014 Facebook usage has dropped among wealthy American investors but usage of LinkedIn and Twitter has increased, according to a study by US research firm Spectrem Group Lombard Odier to host conference in the virtual world 06/08/2014 Clients and professionals are represented by avatars in a 3D world. Ada King – the voice of IT: CRM – How to turn regulation into a benefit 06/08/2014 Ada King, our wealth management IT expert's regular column. US millionaires 'loathe' to use social media for financial purposes – research 21/07/2014 HNW individuals in the US “loathe” to use social media for financial purposes, according to research firm Spectrem. US millionaires increase interest in video-chat meetings with adviser – survey 16/07/2014 The ability to video-chat via a phone or tablet has been increasing in popularity amongst US millionaires, according to a survey by Spectrem, a specialist research company.
Berry Asset Management partners with Distribution Technology 15/07/2014 Berry is to partner with Distribution Technology which means electronic valuations for Berry’s products are now available through Dynamic Planner.
Ada King - the voice of IT: a Best of Breed approach to software in Wealth Management 09/07/2014 Ada King, our wealth management IT expert, tackles another issue.
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