04/17/2025
How to leverage AI in wealth management: a guide for SMBs
This guide shows you how to leverage AI in wealth management practice.
FinTech
04/17/2025
Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform
RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.
04/17/2025
The upheaval in the financial sector
At the heart of these changes are the challenges of digitalization, the growing importance of cybersecurity, and the pressure to remain competitive.
04/16/2025
AMINA to Distribute EDG UK’s Institutional-grade Crypto Structured Products
The products provide exposure to BTC, ETH and SOL, allowing eligible clients to access institutional-grade and customized risk-return profiles aligned with their investment objectives.
04/16/2025
Bitcoin Suisse: New Deal with Wealth Manager
Bitcoin Suisse and SSI Wealth Management have established a reciprocal partnership.
04/15/2025
Silver Scott Announces Crypto Wealth Management Division and Strategic XRP Reserve Initiative
The service will initially focus on wealth managers, private banks, and qualified individual investors across North America, Europe, and select Asian markets.
04/14/2025
Lucerne Fintech Breaks Cover With Profits and Big Plans
Operating income climbed to 13.2 million francs, while assets under management rose by more than 1 billion francs to a total of 3.2 billion francs.
04/14/2025
Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management
Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management
04/14/2025
What’s holding wealth firms back from hybrid?
Cost concerns are stalling hybrid strategies in wealth firms.
04/11/2025
Broadridge Collaborates with Fnality to Enable Real-Time Settlement for Intraday Repo Transactions
Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe
04/11/2025
Northern Trust: 21% of private market investors allocate to crypto and digital assets
A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.
04/11/2025
Advisor-friendly tech developments not limited to AI
But while AI has rapidly become an invaluable tool for advisors, a wide range of tech development, such as low-code development and all-in-one advisor desktops have largely flown under the radar.
04/10/2025
OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor
Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation.
04/09/2025
Objectway Named an Awardee in the 2025 Wealth Professional Awards for WealthTech Service Provider of the Year!
As an awardee, Objectway has been recognized for its ability to stay ahead of the curve, providing transformative solutions that enhance client engagement, advisor and investment management.
04/09/2025
From niche to mainstream: Rothschild & Co redefines GP-Led Secondaries
What next for GP Solutions?
04/08/2025
Broadridge Launches Global Digital Assets Solutions
Enabling financial institutions to scale digital asset strategies effectively in compliance with global regulation, while further enhancing investor education and choice
04/07/2025
Calastone introduces blockchain fund distribution platform
The new solution connects traditional investment funds with blockchain networks like Ethereum, Polygon, and Canton.
04/04/2025
BBVA in Switzerland is Leading Banking's Digital Revolution
The bank's transformation journey illustrates how financial institutions can adapt to rapidly changing market conditions through strategic leadership and technological adoption.
04/04/2025
OSL launches crypto wealth management platform in Hong Kong
OSL Wealth gives access to diversified crypto asset portfolios.
04/03/2025
Arta launches wealth management AI agents
This marks a significant milestone towards a future where clients will be able to use AI agents to navigate all aspects of their wealth journey.