Managers of Wealth

Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices

The transition to Asseta represents more than a name change.

Standard Chartered Launches Industry-First AI-Powered FX Insights

The feature leverages advanced artificial intelligence technology in collaboration with LSEG (London Stock Exchange Group).

TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.

SIX Bolsters Asian Market Data Access with ThaiQuest Partnership

The partnership also reflects both companies’ commitment to delivering top-tier financial information and innovative solutions to their clients.

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

Our mission at OneVest has always been to Power the World's Wealth through innovative technology

Broadridge overlays Nifix Matching with Symphony messaging

This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.

WealthTech startup Myne raises $2 million in pre-Seed funding

This milestone is set to propel Myne toward its mission of redefining how individuals and businesses track and manage their finances.

Danske Bank to integrate BlackRock’s Aladdin Wealth platform

Aladdin Wealth is a technology platform that unifies investment management by combining portfolio analysis, risk assessment, and data-driven insights.

Wealth management platform Prosper secures $4.9m

The firm will also use the capital to scale its customer base quickly.

Broadridge Reports Second Quarter Fiscal 2025 Results

Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290 - $330 million

New Mountain Capital Launches Wealth Solutions Team and Platform

NMC is building Wealth Solutions team and platform to service the private wealth market

"AI generates an alert in the event of an atypical transaction"

AI has been present in finance for a long time but the sector remains very cautious about its use.

Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’

This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.

Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row

Mega settlements on the rise as antitrust settlements maintain record pace

FinTech