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US wealth technology firm acquisition to combine the 'Traditional with the Robo Adviser' 14:00 GMT 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 Morgan Stanley launches multigenerational e-learning program 15/12/2014 Morgan Stanley Wealth Management has launched an interactive e-learning program designed to help its Financial Advisors better serve clients’ growing multigenerational needs. Known as the Institute of Family Wealth Management (IFWM), the program will provide advisors with the resources required to develop individual relationships into family relationships.
Capita launches tracing and verification service to reunite consumers with unclaimed assets 08/12/2014 Capita Employee Benefits has developed a new service which will help banks, pension trustees, life companies and other organisations redistribute lost assets amongst their owners.
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. 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. 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.
High salaries are holding back strategic investment in wealth management - FCA 26/11/2014 Strategic long term investment in private banking technology is being held back by spending on salaries according to FCA’s Rob Taylor.
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