Managers of Wealth

Cloud Migration in the Background of a Digital Transformation Framework

Cloud computing is in fact a great opportunity to reduce costs, increase efficiency, scalability, and security.

Dynasty Arms Advisors With Crypto SMAs

Dynasty Financial Partners joins Mariner Wealth Advisors in putting Eaglebrook Advisors' SMAs for digital assets on their investment platforms.

Bitcoin woes serve as a reminder of why to rigorously interrogate things before investing

Bitcoin will not do this and the logic for investing in it is not sound.

The top 5 challenges of investor onboarding and the need for digitization

These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.

New Access ranked among the "World's most innovative wealthtech companies"

Awarded for their innovative use of technology to solve a significant industry problem

Open Finance: The Evolution Of Finance Into An Open Ecosystem

They will have a better understanding of their financial position and improve their financial wellbeing.

The benefits of a modern tech stack in the wealth management industry

The slick digital experience presented by other industries means customers now expect the same from all providers

Paris-based Finary raises €2.2 million to grow private wealth management tracker in Europe and US

In addition, the platform allows investors to optimise their investments through machine learning algorithms.

StashAway launches a term life insurance product to expand its wealth management offering

StashAway Term Life is a yearly renewable policy designed to give clients a flexible insurance option.

Asset managers express caution on cryptocurrency after price swings

Adoption by mainstream finance industry remains in question, executives say

Decisive Capital Managemen Selects New Access

Combined with New Access’ Client Lifecycle Management System “Banker’s Front”, the Core-to-Digital solution enhances process automation and standardization, allowing the Bank to deliver an improved digital journey to its Relationsh

Kidbrooke joins with additiv

At Kidbrooke we focus on overcoming these limitations and strive to provide added value across the board.

Exclusive Goldman to launch Marcus UK robo-adviser early next year

The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.

DBS Launches Crypto Trust Offering

Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients

The 4 Countries That Want You to Work as a Digital Nomad

These high-end resort locations are vying to attract the world’s top remote workers with incentives that can make living—and working—in paradise a reality

DBS Launches Crypto Trust Offering

The new trust offering is limited to cryptocurrencies currently supported by the bank’s digital asset exchange – DBS Digital Exchange (DDEX) – which includes Bitcoin, Ether, Bitcoin Cash and XRP.

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

SwissBorg accelerates growth and selects OpenPayd’s banking-as-a-service platform in Europe

OpenPayd is providing virtual IBAN accounts and fiat on-and off-ramps enabling SwissBorg to improve user experience as it continues to scale

SS&C GlobeOp Hedge Fund Performance Index: April performance 2.04%; Capital Movement Index: May net flows advance 0.26%

The SS&C GlobeOp Hedge Fund Performance Index offers a unique reflection of the return on capital invested in funds.

Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds

Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.

FinTech