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Technology

UBS invests in wealth management technology

North America | 17 May 16

UBS invests in wealth management technology

UBS Wealth Management Americas (WMA) has formed a strategic alliance with San Francisco-based wealth management technology firm SigFig to develop a digital platform to support the UBS’s financial advisers and their clients.

RL360° to launch new online application system

Products | 13 May 16

RL360° to launch new online application system

RL360° is launching a new desktop online application system for financial advisers selling its regular premium product, Quantum.

Singapore

Asia | 13 May 16

Singapore-UK in fintech cooperation

Singapore’s monetary authority and the UK’s Financial Conduct Authority have agreed to cooperate to promote cross-border financial technology development.

Abu Dhabi aiming to be the Middle East’s new fintech hotspot

Middle East | 11 May 16

Abu Dhabi aiming to be the Middle East’s new fintech hotspot

Abu Dhabi’s Financial Services Regulatory Authority (FSRA) has proposed creating a framework that will allow financial technology (fintech) firms to conduct their activities in a controlled and cost-effective environment.

Cost seen driving mass affluent investors toward robo-advice

Technology | 5 May 16

Cost seen driving mass affluent investors toward robo-advice

Mass affluent investors are more likely to use a robo-advice service in place of a human financial adviser than higher net worth individuals or institutions, according to a survey by Australia’s Chartered Financial Analyst (CFA) institute.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.