CB Insights

JANUARY 26, 2023

The post Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge appeared first on CB Insights Research. First name Last name Email Company Name Job Title Phone number Want the full expert post? Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 63

Advisors Technology FinTech Research 63

Finextra

JANUARY 24, 2024

The London innovation hub of the Bank for International Settlements is inviting applications for an expert advisory group on a Bank of England-led project on financial crime fighting.

Financial Crimes 78

Financial Crimes Crime Advisors Settlement 78

The Paypers

DECEMBER 22, 2022

Sweden-based robo advisor Lysa has announced expanding to Germany.

Advisors 36

Advisors 36

The Paypers

JULY 13, 2021

Germany-based financial consultant company Fonds Finanz has announced cooperating with digital asset manager Growney to launch a robo advisor called ‘Comfort Invest’

Advisors 31

Advisors Consulting 31

PYMNTS

FEBRUARY 22, 2018

21) that it had named Dimitrios Dosis as the new president of Mastercard Advisors, the professional services unit of the company. According to a company press release , Mastercard Advisors integrates payment expertise and consultative problem-solving skills with data driving both the insights and platform.

Advisors 40

Advisors Visa Use Case Consulting 40

Finextra

JANUARY 31, 2024

Former UK Chancellor of the Exchequer George Osborne has joined the advisory council of cryptocurrency exchange Coinbase.

Advisors 49

Advisors Cryptocurrency 49

Finextra

MAY 10, 2024

COCA, the world's first MPC wallet with a non-custodial debit card, is excited to announce that Pavel Matveev, the Founder of Wirex, a leading Web3 money app, has joined its team as a Strategy and Product Advisor.

Debit Card 96

Debit Card Advisors Product 96

Tom Groenfeldt

JANUARY 7, 2019

Swanest lets investors and advisors personalize a portfolio by using algorithms rather than model portfolios.

Advisors 71

Advisors 71

PYMNTS

DECEMBER 18, 2018

This presents a unique challenge for accounting professionals, who must understand which technologies are available to help them embrace the role of advisor by automating tasks that don’t add value. At the same time, accountants also need to be well-versed on the technologies that can help their SMB clients thrive.

Advisors 53

Advisors Accounts FinTech Small Business 53

The Paypers

SEPTEMBER 15, 2021

Germany-based robo advisor quirion has announced purchasing real estate investments provider Bloxxter to expand its product range with digital real estate investments.

Advisors 31

Advisors Product Acquirers 31

The Paypers

NOVEMBER 12, 2021

SideDrawer has partnered with financial data enrichment and connectivity platform Flinks to further improve the productivity of advisors and planners on the SideDrawer platform.

Advisors 28

Advisors Product 28

PYMNTS

MAY 18, 2017

Meanwhile, in the world of digital banking, an innovation that can help clients automatically navigate investments based on their preferences is already available: robo-advisors. Over the past decade, several institutions have begun experimenting with robo-advisors (also known as robo-investors). The company currently has over $8.5

Advisors 40

Advisors Online and Mobile Banking Rules Legal 40

PYMNTS

AUGUST 2, 2018

In order to reach frequent shoppers and boost their brand images, beauty brands have a receptive audience for virtual beauty advisors. “Best of all, virtual beauty advisors especially appeal to the young, digitally engaged, frequent beauty purchasers that brands want to reach the most as part of their digital strategies.”

Advisors 40

Advisors Consumer Consulting Product 40

Finextra

JANUARY 24, 2024

The London innovation hub of the Bank for International Settlements is inviting applications for an expert advisory group on a Bank of England-led project on financial crime fighting.

Financial Crimes 49

Financial Crimes Crime Advisors Settlement 49

PYMNTS

DECEMBER 9, 2019

In today’s top news in payments, Goldman plans to launch a robo advisor for clients with lower investment capital than traditional customers, and Apple plans to offer 0 percent installment financing on iPhones bought with the Apple Card. Goldman Plans to Launch Robo Advisor Next Year.

Advisors 52

Advisors Regulations Payments PayPal 52

Bank Automation

MARCH 20, 2024

The Music is Starting to Stop Recent years have been extremely lucrative for wealth advisors; both the independents and full-freight firms. Low cost of capital, booming public markets, and a growing desire to diversify into new products are all ways wealth management firms can grow AUM and, as a result, grid payouts.

Advisors 115

Advisors Product 115

CB Insights

APRIL 21, 2017

Since 2012, private robo-advisors have raised over $1.32B globally across 119 equity investments. Robo-advisors make up the largest sub-category of companies in … Continued. Check out even more content at Future of Fintech 2017. Use code “FoFInsights” to get $1000 off your ticket.

Advisors 60

Advisors Checks FinTech Continuity 60

CB Insights

JUNE 18, 2020

The post Wealth Tech Trends To Watch In 2020: Robo-Advisors, Free Trading, Micro Investing, & More appeared first on CB Insights Research. CB Insights analyzed 12 emerging trends across wealth management, ranging from alternative investing to free trading. Want the full post? Become a CB Insights customer.

Advisors 51

Advisors Research Posting 51

PYMNTS

OCTOBER 3, 2018

On another note, Coinbase brought a Charles Schwab advisor on to its board of directors, CoinDesk reported. The new addition, Chris Dodds, is on the brokerage firm’s board of directors and also serves as a senior equity advisor.

Advisors 78

Advisors Bitcoin Digital Currency Blockchain 78

Payments Source

SEPTEMBER 10, 2020

The pandemic has spurred a major push toward speedier digital transactions, making it an expeditious time for the Faster Payments Council to expand the range of input it gets to expand its mission.

Faster Payments 119

Faster Payments Advisors Payments Transactions 119

CB Insights

AUGUST 8, 2017

In the battle for assets under management (AUM), incumbent wealth management firms have faced significant pressure from insurgent robo-advisors, as investors have poured over $1.6B into robo-advisors across 151 investments since 2013. Want the full expert post? Become a CB Insights customer.

Advisors 48

Advisors Posting Research 48

Fintech News

APRIL 16, 2024

Bridgewise offers a range of products tailored to the needs of financial institutions, featuring AI-generated reports and analyses of various financial instruments, and a personalised robo-advisor among other services.

Advisors 106

Advisors AI FinTech Finance 106

Finextra

FEBRUARY 15, 2024

The FCA is today writing to a number of financial adviser firms requesting information about their delivery of ongoing services, for which their clients continue to be charged after advice has been given.

Advisors 45

Advisors Consumer Continuity 45

PYMNTS

MAY 17, 2017

Robo-Advisors: Are the Machines Taking Over Investment Banking? But does the rise of robo-advisors mean it’s time for human financial advisors to panic? Robo-advisor firms have been on the rise for the past decade. The move creates an avenue for more consumers to turn to mobile payments to complete their transactions.

Advisors 47

Advisors CHIPS Mobile Payments Automation 47

Tom Groenfeldt

JANUARY 7, 2019

SigFig finds direct investors are a good way to learn what works on its site and what needs improving, while working through banks is the way to reach large numbers of people while delivering an experience the banks might not be able to create themselves.

Advisors 52

Advisors 52

Fintech News

APRIL 17, 2024

Robo advisors have emerged as a game-changer in Singapore, transforming the way Singaporeans approach investment and wealth management. The adoption of robo advisors in Singapore has seen significant growth, to the extent the assets under management (AUM) in the robo-advisors market in Singapore is projected to reach nearly US$1.49

Advisors 104

Advisors Online and Mobile Banking Risk Returns 104

CB Insights

DECEMBER 11, 2019

Goldman Sachs plans to launch robo-advisor. The post Client Note: Goldman’s Robo-Advisor, A New Blockchain Unicorn, Intel Announces A Quantum Computer Chip, And More appeared first on CB Insights Research. Want the full post? Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 38

Advisors CHIPS Blockchain Research 38

The Paypers

NOVEMBER 27, 2020

Netherlands-based NN Investment Partners (NNIP) has teamed up with Channel Capital Advisors to launch a new fund focused on the market of trade finance.

Advisors 28

Advisors Finance 28

PYMNTS

AUGUST 27, 2018

Papa John’s has hired Bank of America and Lazard as financial advisors, as the national chain tries to recover from weak sales and negative publicity surrounding its founder. According to CNBC , the company’s shares have fallen by almost 45 percent over the last year.

Advisors 40

Advisors Research 40

Fintech Labs Insights

MAY 3, 2023

Below is our curated list of the best global investment advisor tech events, conferences and trade shows in 2023. Related: The 14 Biggest Insurtech Events & Conferences in 2023 The 57 Biggest Fintech Conferences & Events in 2023 The 35 Biggest Banking, Mortgage & BankTech Events in 2023

Advisors 15

Advisors Technology NOV FinTech 15

Fintech Labs Insights

MAY 3, 2023

Below is our curated list of the best global investment advisor tech events, conferences and trade shows in 2023. Related: The 8 Biggest Real Estate Technology & Proptech Events in 2023 The 14 Biggest Insurtech Events & Conferences in 2023 The 57 Biggest Fintech Conferences & Events in 2023

Advisors 15

Advisors Technology NOV FinTech 15

CB Insights

NOVEMBER 30, 2017

Launched in 2013, Acorns is a new breed of robo-advisor. RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. Users link their credit card to their Acorns account and let Acorns “keep the change” on every transaction. Find out how Betterment, Wealthfront, Stash, and Acorns are taking on the $70T asset management industry.

Advisors 51

Advisors Credit Cards Research Transactions 51

Axway

MAY 12, 2023

Retrouvez une version française de cet article ci-dessous. Among the summaries we have drawn from the various presentations at the recent CapIT conference , it seems there is a threefold dissatisfaction among customers regarding their relationship with major banking & …

Advisors 64

Advisors API AI Finance 64

Finextra

APRIL 23, 2024

401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its $12 million Series A funding round, led by Next Frontier Capital.

Advisors 52

Advisors Participant 52

Finextra

APRIL 8, 2024

The system for verifying the skills and knowledge of the employees of investment services providers and of financial investment advisors relies on the services of the AMF and the Financial Skills Certification Board (HCCP).

Advisors 52

Advisors Service Provider 52

PYMNTS

JANUARY 24, 2017

The financial advisors at deVere Group are launching their own private bank in the U.K. aimed at SMEs and international clientele. The company said Monday (Jan. 23) that it is launching its own private bank , deVere Group Bank St Lucia, and is reportedly the first private bank to be owned by an independent financial advisory company.

Advisors 46

Advisors Small Business Security Continuity 46

Fintech News

MARCH 20, 2024

This alliance aims to provide investors and advisors with robust wealth management solutions. The Allianz Global Income fund’s initial public offering began on 15 March 2024, and is accessible to GROW’s advisors and clients through its platform.

Advisors 92

Advisors Funds Availability Security Risk 92