News, Comment & Analysis results for JHC

M and A
3 February 2021

Wealthtechs Agree Strategic Merger, Expand Global Reach

Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth...

M and A
6 August 2020

Competition Watchdog Slaps Down Fintech Merger

In an unusual move sure to provoke comment, the UK's competition watchdog has blocked the merger of...

People Moves
24 March 2020

Summary Of Asia-Pacific Executive Moves - February 2020

Asia was an important month for moves, particularly with the announcement that UBS – now a major...

People Moves
4 February 2020

Calastone Names Chief Revenue Officer

The global funds network is part of the financial "plumbing" of the investment management market...

M and A
9 August 2019

The Refinitiv Deal: What It Means For Wealth Management

This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it...

Technology
17 July 2019

Digital Digest: The Latest Tech News: JHC, Ortec

The latest news about technology products and services relevant for wealth managers around the...

Client Affairs
27 February 2019

A Real Differentiator - Getting Client Reporting Right - JHC

In its series interviewing firms about client reporting, this news service speaks to wealth sector...

Strategy
26 February 2019

Wealth Managers Must Raise Client Reporting Game 

Client reporting is a crucial part of how wealth managers interact with customers and many still...

Compliance
7 January 2019

After First Year, MiFID II Draws Faint Praise

A year after taking effect, the wealth management sector around the world - and not just in Europe...

Technology
22 June 2018

Digital Digest: The Latest Tech News - JHC

The latest news on digital product and service offerings in wealth management. ...

Comment & Analysis results for JHC