01/23/2023
Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors are going to potentially be missing out on meaningful financial opportunities.
01/23/2023
The firm will leverage the SS&C Eze asset management platform to scale Singapore strategy
01/20/2023
The report has been informed by a survey of central banks and through discussions with existing platform operators.
01/20/2023
For UK and EU shareholders
01/20/2023
Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.
01/19/2023
Dynamic Planner already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.
01/18/2023
Both Artorius and Addepar have a shared commitment to transforming the investment management industry, through technology, to achieve exceptional client outcomes.
01/18/2023
IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience
01/17/2023
This future-proofs Bison Digital Assets’ offering, enabling the capture of more Share-of-Wallet from existing customers along with additional market share via access to the global crypto market.
01/17/2023
The launch of this state-of-the-art system comes in line with the bank’s digitalization efforts
01/17/2023
Despite the crypto winter and the contagion effect of the FTX collapse, the industry remains strong, says Christian Borel.
01/17/2023
The tie-up will allow Endowus’ private wealth clients to leverage iCapital's technology and solutions to gain institutional-quality access to private market initiatives across equity, debt and real assets.
01/17/2023
Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach
01/16/2023
Marcus was one of the first individuals to launch a music album with NFTs in partnership with Shelita Burke, an award-winning musician, crypto savant, and fellow founder of the Conscious Wealth and Influence Collective.
01/16/2023
Under the terms of the proposed merger, GoLogiq would acquire Nest Egg Investments as a wholly-owned subsidiary in an all-stock transaction.
01/13/2023
New indices will be aimed at French Investment Advisors
01/12/2023
As announced by the well-known Geneva-based specialist in the custody of digital assets, it will become a strategic partner for the institute's crypto offering in the Caribbean.
01/12/2023
The company is employing Syndio’s technology to better enable the critical steps of measuring and deepening their commitment to pay equity.
01/11/2023
The new solution provides a seamless digital experience for Sora Bank relationship managers, private banking executives, credit analysts, committee members, and even board members when required.
01/10/2023
The SME-focused fintech aims to digitalise Switzerland’s banking sector with automated compliance processes.