05/22/2025
Having left behind a long career at traditional asset manager Aberdeen, Duncan Moir tells Citywire that wealth managers will be left behind if they refuse to integrate digital assets into client portfolios.
05/22/2025
This joint offering addresses these challenges by delivering an integrated infrastructure that covers structuring, custody, and issuance, all supported by the robust Swiss digital asset regulatory framework.
05/21/2025
Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments.
05/21/2025
The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023.
05/20/2025
IAFA will use Arta's AI tools.
05/20/2025
The exit follows industry trend as major firms retreat from unprofitable automated investing platforms
05/19/2025
The bank’s clients can initiate account-to-account payments from the service.
05/19/2025
A recent survey indicates that a significant majority of wealth management firms are planning to increase their investments in AI-driven solutions in the coming years.
05/16/2025
These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary.
05/16/2025
The firm's international private equity and structured capital portfolios include more than 140 companies.
05/15/2025
Investment platform Addepar raises $230m in a Series G round led by Vitruvian Partners and WestCap.
05/15/2025
This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.
05/15/2025
In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.
05/14/2025
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program
05/13/2025
This creates a unified data ecosystem, giving AI access to both firm-specific data and industry insights.
05/13/2025
Over a thousand attendees will gather at TCF ‘25 to explore Generative AI and other next-gen technologies transforming banking
05/12/2025
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
05/12/2025
Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy.
05/08/2025
By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.
05/08/2025
Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge