Managers of Wealth

How AI can dictate wealth management strategies for millennials and Generation Z

If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.

SEI Reports First-Quarter 2024 Financial Results

Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023.

Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange

Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity

SJP academy head: Treading the technology tightrope

It’s a dance between embracing the future and honouring the profession’s foundational principles.

Fundpath Secures Further £2m Investment From Fuel Ventures

This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.

Paris-based fintech RockFi raises €3M just three months after its official launch

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.

How digitalization and generation change are driving the development of the wealthtech industry

This includes stimulating the rapid development of the wealthtech industry.

Leading fund administrator, Alter Domus goes live on Temenos Multifonds platform to manage growth in alternative funds

The alternative investments specialist, with $2.2tn of assets under management, will use Temenos to support the expansion of alternative investments to retail investors

Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth

This solution will enable Kinsted Wealth to improve client experience with a 360° client view

SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK

Broadridge has proven to be the partner of choice for us as we grow our business globally.

Santander to launch Openbank digital brand in US

Under the Openbank name, Santander will introduce a new nationwide digital offering in the US.

UBS Group Digital Transformation Strategy Analysis Report 2024

This report provides insight into UBS's fintech activities

How wealth firms can find the right AI for the job

FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.

Navigating the new era of compliance: AI innovations in wealth management

The financial sector, especially wealth and asset management firms, is at a pivotal juncture.

London-based Avenir secures €487k pre-seed to disrupt wealth management with personalisation

With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK

Wealth apps: improving the digital experience for your wealth management clients

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.

SC Ventures and NEXT176 to Launch a Wealth Platform That Makes Financial and Wealth Planning Accessible to All

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.

Apex Group paves the way by harnessing the power of blockchain to open up access to global private market funds

This ground-breaking approach enables global private market funds to access a more diverse and significantly larger pool of qualified investors.

SEI Enhances SMA and UMA Solutions Offered Through Managed Accounts Program

New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors

6th annual WealthTech100 names the companies you can’t afford to miss

The rise of digital services has revolutionised individuals’ preferences in managing finances