thewealthnet     About Us    |    FAQs    |    Contact Us
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Sun 25th Jan 2015  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
1   2   3   4   5   6   7   8   Next
Ada King – the voice of IT: Technology and conduct risk…Can it help? 14/01/2015
Ada King - our regular wealth management IT expert

Geneva private bank falls victim to attempted cyber attack 13/01/2015
The Banque Cantonale de Genève (BCGE) has been the victim of an attempted cyber attack and “further attempted coercion”. However, the bank said it had “repelled” both attempts. It added that further protective measures were now in place for the clients concerned.

Lighthouse signs robo-adviser deal 12/01/2015
Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.

White label report 'crucial component' of new portfolio reporting design - Pershing 12/01/2015

Software firm launches upgraded investment management platform 07/01/2015
Financial solutions provider PROFILE Software has upgraded its wealth and asset management platform, IMSplus2.1, boosting STP (Straight Through Processing) for front to back operations and increasing web and mobile functionality.

Enhanced fund research tool expands financial advisers' client offering 23/12/2014
Online pensions and investment technology company Selectapension has augmented its Fund Research tool to assist financial advisers in serving their existing client base and the growing number of consumers saving for retirement.

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

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.

1   2   3   4   5   6   7   8   Next
    Latest Headlines:    by Topic | All News
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved