FIS' InvestOne lies at the heart of our Investment Operations Suite that supports the world's top asset managers and fund administrators with an integrated middle- to-back office platform.
Digital technologies are transforming the wealth landscape and providing digitally-savvy wealth management firms with better tools and better data to deliver more holistic based planning and advice.
Voice assistants offer convenience, but they pose their own concerns. Impaired clients say existing wealth management websites need to become more accessible, too.
The Agg is more than an index. It’s the basis for financial products that represent large fixed-income allocations for many investors. What’s wrong with that?
Advisors point to recency bias as investor worries recede and retirement contributions flow, according to the latest Retirement Advisor Confidence Index.
