07/17/2017

Dion Global wins two accolades

The awards are managed by Goodacre UK, the leading specialist consultancy for the financial services industry, and recognise the leading software suppliers through an independent annual accreditation process.

07/14/2017

HUB24 excels in adviser satisfaction

The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.

07/14/2017

Designing for humans in wealth management

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.

07/11/2017

Quantifeed launches portfolio for car lovers

Quantifeed's model portfolio includes a selection of companies leading the development of self-driving cars, including technology providers and vehicle part suppliers.

07/11/2017

Fintech Wins Private Bank Investor

Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.