08/18/2023
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
SEI to Power Continued Business Transformation for Community Bank
FinTech
08/18/2023
Wealth Management Services Need to Put the Human Element Ahead of Technology
Keeping humans in the equation is important for quality wealth management services.
08/18/2023
Deep Dive: Tokenisation represents 'paradigm shift' for asset management
'Transform the fund management industry'
08/18/2023
Netwealth targeted by scammers in clone attack
The FCA warned that this firm is not authorised but has been contacting people pretending to be an authorised firm.
08/15/2023
How wealthtech partnership has been a 'constant evolution'
Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships
08/11/2023
Avaloq: Banks Explore AI to Tap Affluent Segment
Wealth management opportunities in Asia continue to attract banks to expand and capture greater wallet share in a region that is still rapidly generating new riches.
08/09/2023
Singapore’s Endowus raises $35M for wealth management platform | TechCrunch
The company plans to use the funding to scale its operations in Singapore and Hong Kong, where it currently serves over 100,000 clients.
08/09/2023
Accenture - Asia's Wealth Management Confronts A Digital Revolution
Traditionally, wealth management institutions have banked on relationship managers (RMs) to curate, maintain, and boost their clientele.
08/09/2023
Bybit unveils wealth management product
Following this, Bybit will introduce Structured Products, expanding investment horizons for its users.
08/08/2023
Bybit Launches Wealth Management Product
The customised solutions it offers help investors find their own unique routes to success by catering to their own needs and risk preferences.
08/08/2023
Understanding Crypto Assets and their Issuers under the Markets in Crypto-Assets Regulation
The use of the term ‘crypto assets’ throughout this article shall be understood as referring to Utility Tokens and other types of crypto assets excluding ART and EMT.
08/07/2023
AI will bring 'carnage' to wealth management, strategist says
M&A deals in the wealth management industry are on the rise as investors embrace artificial intelligence.
08/03/2023
BlackRock-Avaloq tie-up piques interest among Asia private banks
The two firms aim to address a large gap in the risk management industry among Asia's private banks.
08/02/2023
FINMA issues warning about phishing emails
The “notice of refund from the Swiss Financial Market Supervisory Authority FINMA” mentioned therein, sometimes also referred to as “approval”, does not exist. FINMA does not send any such emails.
08/01/2023
The Family Office unveils ‘Fintech Lab’ offering unmatched digital investment experience
The launch of the Fintech Lab represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.
07/31/2023
Accenture: Most Asia Users Not Satisfied With Wealth Apps
Disruptions to performance were a top hurdle with 66 percent citing bugs or crashes and 60 percent citing scheduled app downtime.
07/31/2023
Schroders CEO urges staff to embrace AI to innovate
Schroders' in-house AI tool, called Genie, has been available to all employees since April
07/27/2023
JP Morgan backs new Tifin AI-powered wealth management charge
Tifin claims it has refined a template for repeatable innovation, one that bolsters efficiency and leads to shorter time-to-market.
07/26/2023
How advisors are taking advantage of wealthtech's AI enthusiasm
On Tuesday, leaders from wealthtech firms that have become household names to advisors tackled the topic during a webinar organized by strategy consulting firm Ezra Group.
07/26/2023
EQ Investors launches sustainability questionnaire toolkit
Advice firms can now use the questionnaire as a go-to reference for supporting their conversations with clients.