04/29/2024
PIMFA WealthTech has been created to address digital business transformation through the development and adoption of market-leading technologies.
04/29/2024
If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.
04/25/2024
Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023.
04/25/2024
Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity
04/25/2024
It’s a dance between embracing the future and honouring the profession’s foundational principles.
04/24/2024
This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.
04/23/2024
RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.
04/22/2024
This includes stimulating the rapid development of the wealthtech industry.
04/18/2024
The alternative investments specialist, with $2.2tn of assets under management, will use Temenos to support the expansion of alternative investments to retail investors
04/18/2024
This solution will enable Kinsted Wealth to improve client experience with a 360° client view
04/16/2024
Broadridge has proven to be the partner of choice for us as we grow our business globally.
04/11/2024
Under the Openbank name, Santander will introduce a new nationwide digital offering in the US.
04/11/2024
This report provides insight into UBS's fintech activities
04/10/2024
FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.
04/09/2024
The financial sector, especially wealth and asset management firms, is at a pivotal juncture.
04/09/2024
With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK
04/08/2024
Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.
04/05/2024
This inclusive wealth management platform will aim to bring simple, affordable, AI-led and Shariah-compliant wealth management solutions to users in the Middle East, Africa and beyond.
04/04/2024
This ground-breaking approach enables global private market funds to access a more diverse and significantly larger pool of qualified investors.
04/03/2024
New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors