Overview Professional investment businesses are facing significant headwinds due to low returns on traditional fixed income assets, increasing competition in a growing and evolving market,
There are countless data problems across the asset management industry, and firms cannot easily: compare or analyse products report to regulators manage product change
What are the top 4 technological priorities wealth managers should focus on to accommodate our ‘new normal’ and get digital engagement right?
There’s a new breed of advice coming. Financial advisers like talking to clients, they like sitting with clients but the new breed of adviser will be less geographically focused.
With the distraction of Covid-19 it’s easy to forget that this is a great time to be an adviser.
Digital signatures is one of the most powerful and effective ways to cut time, cost and friction out of wealth management processes, throughout the client lifecycle.
How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?
In this blog, we break down the barriers to empowering your data into three and touch briefly on the potential future state. We also briefly discuss how Bond180 is overcoming these barriers.
In a world full of data and technology solutions, the conclusion remains that people will be time poor and need trusted advisers to make sense of all the information available.
moneyinfo, the client portal and mobile app provider for advisers and wealth managers, is now offering live access to active cash balances managed on the Insignis Cash Management platform.
Working in collaboration with one of Europe’s leading wealth managers, the new application will support the processing requirements of Shareholder Identification Disclosure (SID)
The race is on for investors to innovate in fixed income markets amid increased competition. Fee compression, low returns on traditional assets, and passive alternatives are forcing change to maintain a competitive edge. Thankfully, many exciting initiatives are helping investment businesses get ahead of the curve.
