Blog


Chatham-Based Invessence Making a Splash on the International Stage

October, 3 2018 | Christopher

Chatham-Based Invessence Making a Splash on the International Stage

By ESTHER SURDEN, Oct. 2, 2018, 10 p.m. When NJTechWeekly.com recently spoke with Michael Frank, COO of Chatham-based startup Invessence, he was bullish on the company’s progress. The company sells white-label versions of its custom robo investment adviser to banks, brokers, asset managers and financial institutions worldwide, and the technology is gaining traction. “We are […]

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Robots Can Manage Your Money. But Even They Need Humans

September, 11 2018 | Christopher

Robots Can Manage Your Money. But Even They Need Humans

For those who want guidance from a professional, the online options are multiplying. The big question that looms for roboadvisers, some analysts say, is whether they can make enough money by charging customers so little. In the past few years, several independent online advisers — including WorthFM, Hedgeable and, after Northwestern Mutual acquired it, LearnVest […]

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Highlighting 50 solution adoption deals in wealth management

August, 30 2018 | Christopher

Highlighting 50 solution adoption deals in wealth management

Every month in our Wealth & Tech newsletter, we highlight a range of the latest technology-related developments in and around the wealth management sector from across the world. In this piece, we highlight 50 solution adoption deals from the first 6 months of 2018. Wealth & Tech Newsletter_Solution Adoption_Jan-Jun 2018      

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Seminar | Introduction to UTRADE Robo (Singapore)

July, 25 2018 | Christopher

Seminar | Introduction to UTRADE Robo (Singapore)

UOB Kay Hian has just launched UTRADE Robo, your personal digital fund manager. It uses low cost ETFs to create a globally diversified portfolio that is customised just for you. Join UOB’s Strategist from the Wealth Management team as he shares with you this new way to realise your financial goals! Date: July 31, 2018 Time: 6:30-7:30pm […]

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