01/09/2023
How Standard Chartered continues to make its mark in fintech with launch of myWealth service
Digital wealth management tool within its mobile app allows investors to build their investments in a convenient, personalised and holistic way
01/09/2023
Digital wealth management tool within its mobile app allows investors to build their investments in a convenient, personalised and holistic way
01/09/2023
This move brings clients of Broadridge and Glue42 an integrated framework across products, creating a single workspace for banks and broker-dealers.
01/06/2023
Prepare to hear a bit about this over the next twelve months.
01/05/2023
Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning
01/05/2023
The company says the search for a new permanent CEO is underway.
01/05/2023
Fintech firm's first-to-market offering offers benefits for asset managers, advisors, and end-clients
01/03/2023
It helps its clients to invest in various products including bonds, mutual funds, fractional real estate, green investing, P2Ploans, invoice discounting, among others.
12/30/2022
FinFolio is now looking to branch out and target firms with $10 billion in assets.
12/30/2022
Leveraging the ease of use that technology provides is how companies can gain a strategic advantage and build success while capturing engaged customers and retaining business.
12/29/2022
The chemical company said it has placed 39,794,000 GDRs at an offer price of $18.05 per GDR, with one GDR equaling ten A shares of the company.
12/28/2022
“It went super well,” said Gerber, CEO of Santa Monica-based Gerber Kawasaki Wealth Management and often an activist investor in public companies, on Thursday night after the virtual event.
12/27/2022
Several individuals on the list had their net worth go to zero.
12/27/2022
To put it simply, a rob-advisor is an automated financial advisor that offers financial counsel and undertakes the management of investments with regulated or minimal human intervention.
12/27/2022
Insurance executives have raised concerns about this expanding risk as recent attacks had seen hospitals disrupted, pipelines shut and government departments targeted.
12/23/2022
In addition, the robo advisor adjusts the risk of users’ portfolio to their individual situation and preferences, and also ensure that the same level of risk is maintained over time.
12/23/2022
Called Whampoa Digital, the arm will invest - and incubate - in so-called early-stage ventures that develop blockchain infrastructure as well as Web3 applications that help the technology to become more popular and widely adopted.
12/21/2022
Crypto ownership in Asia – especially amongst the wealthy – is no longer a hot talking point as the region achieved widespread adoption in 2022.
12/21/2022
Menai Markets Switzerland is based in Baar, according to the commercial register.
12/20/2022
Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.
12/20/2022
Mine Super outsources administration to SS&C