02/24/2025
In the wealth management industry, you can find the most anxiety-ridden workers in the operations areas as project and change managers, or in risk, compliance, and certain specific staff functions.
02/21/2025
Switzerland is aiming to implement the new reporting framework published by the OECD to incorporate crypto assets.
02/19/2025
Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries
02/18/2025
Since early 2024, Swedish payment service provider Klarna has been using AI from Microsoft’s partner OpenAI which performs the work of 700 employees.
02/18/2025
Since that low water mark, the cryptocurrency sector has more recently shown fresh impetus, fuelling an appetite for expansion into the mainstream of finance and wealth management.
02/18/2025
Standard Chartered has a track record of working with stablecoin issuers globally
02/17/2025
The securities and banking services provider aims to improve scalability and business results and advance digital transformation.
02/14/2025
Temenos is announcing the following changes to its Executive Committee
02/14/2025
Previously, the fees for stock and ETF holdings were between 0.12 percent and 0.22 percent – depending on the type of customer account and the value of the securities portfolio.
02/14/2025
The world's largest asset manager, UBS, also sees great potential for AI.
02/12/2025
The demo showcased how generative AI can redesign and transform advisor workflows which traditionally have been overly manual, inefficient, and time-consuming.
02/12/2025
Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs
02/11/2025
In 2025, asset management is fully on a transformation trajectory with AI, blockchain, ESG shifts, and democratised private markets taking hold.
02/10/2025
At the centre of this shift are digital assets, offering opportunities that weren’t even imaginable a decade ago.
02/10/2025
The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.
02/07/2025
The transition to Asseta represents more than a name change.
02/07/2025
The feature leverages advanced artificial intelligence technology in collaboration with LSEG (London Stock Exchange Group).
02/06/2025
Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.
02/06/2025
The partnership also reflects both companies’ commitment to delivering top-tier financial information and innovative solutions to their clients.
02/06/2025
Our mission at OneVest has always been to Power the World's Wealth through innovative technology