Managers of Wealth

AI, the Increasing Demand for Technological Solutions and the Potential Risks for Private Clients and Family Offices

As the environment evolves, AI is supporting the industry to achieve greater efficiency

Can AI positively boost asset managers’ AUM?

The results are divided between those respondents who are already using AI at their businesses and those who expect to use AI in the next five years.

Broadridge’s New Investor Insights Solution Elevates Engagement Between Issuers and Investors

New expanded international issuer services including AI-powered analytics

LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients

LTX’s corporate bond trading capabilities are now accessible directly within TradeSmart Fixed Income.

Wealthtime in talks with FNZ for new platform tech contract

Sources say Wealthtime, which uses GBST, could sign with tech giant FNZ.

Wealth Dynamix welcomes Luna Investment Management as a new client

Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape

Baader Bank Chooses Broadridge’s Platform for Regulatory Trade and Transaction Reporting

Broadridge optimizes and delivers transformation and innovation across multiple jurisdictions

Clearwater Successfully Implements PRISM for Aegon Asset Management to Help Support Business Growth

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground

BIL is joining forces with the FinTech EDEBEX to offer a new invoice factoring solution to businesses and the self-employed

Companies sell their invoices before their due date, which allows them to have access to their money faster without having to deal with debt recovery.

Broadridge Launches Global Futures and Options Fully Hosted Trading Platform to Expand Derivatives Trading Capabilities

Broadridge creates a platform delivering competitive advantages for the Futures Commission Merchant (FCM) community through the introduction of innovative and disruptive technologies

The Indomitable Nature of Bank Cards

This adaptability has seen them through numerous disruptions, emerging more robust each time.

Matsui Securities Adopts Broadridge’s Post Trade Solution to Drive Stock Lending Efficiency

The modular cloud-based solution will open new markets and reduce maintenance burden and complexity

NorthWall Capital to Scale its Credit Business with Broadridge’s Sentry Portfolio Management Solution

Broadridge’s Sentry solution brings greater accuracy and transparency to the private credit process and provides front-to-back-office functionality to increase overall efficiency.

Could blockchain reshape AML in wealth & asset management?

At its core, a blockchain is a secure, distributed database.

Vencora acquires CREALOGIX

CREALOGIX was founded in 1996

Empowering Swiss investors: The rise of client-centric WealthTech solutions

The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n

CGS International Securities Expands Securities Finance Capabilities with Broadridge SFCM Solution

Simplifying and optimizing operations while delivering transformation and innovation

Leonteq and Glarner Kantonalbank launch digital 3a pension savings solution

The firms said that Bench will offer higher potential returns than a standard 3a savings account.

Syz: Bitcoin adoption will unlock new alpha streams for fund selectors

Richard Byworth, managing partner at Syz Capital, says fund selectors must tread carefully, balancing the lure of high crypto returns against the intricacies of the new risk environment.