Heartwood Wealth Management is to implement Investmaster’s InVantage wealth management solution. The solution combines customer relationship management, client reporting, document management, portfolio management, trading, settlement and Crest connectivity. The client management solution is modular, and also integrated.
A report by broking group Marsh examines the repercussions from the administration of the South Korean company, which filed for bankruptcy protection at the end of August.
Global research by C2FO suggests that smaller businesses are less concerned with the repercussions of Brexit and the upcoming US presidential election.
A squeeze on skilled talent means it now takes an average of seven weeks to fill open permanent roles in finance in the UK according to new research from financial services recruitment firm Robert Half.
Early-stage merger and acquisition deals in Asia-Pacific show nearly 10% year-on-year growth in recent months.