03/14/2025
This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.
03/14/2025
Private banking managers see huge benefits from relaxed cryptocurrency rules in East Asia's fastest-growing crypto market. Zhang Tianyuan reports from Hong Kong.
03/12/2025
Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site
03/12/2025
Building on its strong position as an innovator in the European capital markets, SIX is setting higher business goals.
03/11/2025
The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.
03/11/2025
The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.
03/10/2025
State Street was a Series A investor in ZILO and has provided continued support in the development of the technological platform.
03/10/2025
Depending on the risk profile, Bitcoin can be weighted at up to 5 percent.
03/07/2025
Criptonite Asset Management joins with 3iQ to launch digital asset fund products.
03/06/2025
Sygnum’s bank-grade security and ability to hold client assets off-balance sheet mitigates counterparty risk and enables traders to fully focus on their investment decisions.
03/05/2025
In a recent interview, he and Berta Ares Lombán, Head of Program & Innovation Office, Financial Information, present the activities of the industry association and explain the reasons for SIX's involvement in FISD.
03/04/2025
This investment aligns with BNP Paribas' commitment to advancing the circular economy by extending the lifecycle of IT equipment such as laptops, desktops, mobile phones and tablets.
03/04/2025
SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets
02/28/2025
Without commenting on individual names, NVIDIA’s results reinforce our view that the broader AI market is big enough for every segment to grow
02/27/2025
New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform
02/26/2025
Receives outsourced operations and managed services category awards in recent Chartis Research Buyside Platforms Rankings
02/26/2025
This move will enable Nordnet to fulfill its shareholder disclosure requirements in accordance with SRDII, while ensuring top-tier data security for its operations in Sweden and other European markets.
02/26/2025
The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.
02/26/2025
AI Enables Personalization And Transformation For Clients At Scale
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.