research & insights from The Wealth Mosaic

Wealth & Technology Newsletter: Market highlights for March 2018

An international round-up of technology-related happenings for the month of March 2018

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Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them...

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by The Wealth Mosaic
| 09/04/2018 12:00:00

Welcome to the March 2018 edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone.

Where a firm is highlighted in pink, click on the hyperlink to view their business profile page on our platform.

Split into different categories, the summary covers:

  • Technology developments by wealth managers - with news on/from AlphaCore Capital, Arbuthnot Latham, Betterment, Ellevest, Moola, Premier Asset Management and UBS Asset Management. 
  • Partnerships & integrations - with news on/from Capgemini and Indosuez, Goldman Sachs and LPL Financial, Saxo Bank and Banca Generali and SEI and Quovo.
  • Solution adoption & success - with news on/from BMO Wealth Management and SEI, Empower Retirement and Quovo, Envestnet and Advisor Group, Envestnet Tamarac, The Co-operators and Equisoft.
  • Market research - with news on/from the CFA, Canadians intimidated by investment decisions, keeping up with technology is a challenge,  PWC, regulatory technology and SEI. 
  • M&A deals - with news on/from Finantix and smartfolios.
  • Fundraisings & listings - with news on/from Digital Reasoning, eToro, Kuvera and Sentieo
  • Regulation & compliance - with news on/from the Bank of England, ESMA and the FCA.
  • People hires & moves - with news on/from AdvizrMorgan Stanley and Rockefeller Capital Management.
  • Other technology-related news - with news on/from Bank Frick, Credit Suisse, JP Morgan, Kelly Klee, LPL Financial, Nutmeg’s founders, Royal London’s Ascentric, ScratchWorks, Truelytics and the UK government. 
  • Other general news - with news on/from Echelon, FOS and Google, UBS, Merrill Edge and Vontobel.

  (Please click on the image below this section to access and download the full summary).