Managers of Wealth

Banks can avoid millions when migrating core banking systems

A bank's core banking system controls all processes, from account management and payment transactions to lending and reporting.

Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as ‘good bubble’ — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

From healthcare to finance, AI is redrawing the fabric of society – an interview with Gilles Babinet

Up against the United States and China in the global race for generative AI, can Europe chart an alternative, more responsible course? Two experts offer their vision on this topic.

Milo's Crypto Mortgage Has Helped Clients Increase Wealth By Over $100 Million

Milo continues to transform real estate financing by helping digital asset holders keep their Bitcoin and Ethereum as mortgage collateral, turning homeownership into a catalyst for long-term wealth creation.

Plan your cloud transformation carefully

Cloud transformation is no longer just an IT issue, but a central component of business strategy.

How banks avoid billions in losses during core banking migration

The core banking system is the heart of a bank – it controls all processes from account management and payment transactions to lending and reporting.

Over half of wealth management executives view AI as key to scalability of their business

This global survey provided a detailed perspective on how wealth managers expect artificial intelligence to reshape both investment operations and client services in the coming years.

What should wealth management firms look for in trading APIs/solutions?

Modern trading tools have empowered advisors with access to real-time market data, AI-powered analytics, enhanced risk management and ultimately improved the decision-making capabilities of users.

How AI is transforming wealth management for financial advisors

Artificial intelligence (AI) is advancing quickly in financial services, but the real shift isn’t about tools that take notes or summarize documents.

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance

FusionIQ Continues Building End-to-End Digital Wealth Management Platform With Latest Fintech Partnership

Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union

Striking the AI balance in wealth management

In a world of increasing hype around artificial intelligence, experience from other industries shows that honing professional skills is the key to success

True Global Ventures' portfolio company GCEX Group Acquires Global Block to Accelerate Growth Amongst Wealth & Asset Managers

Both firms have built a strong reputation around service, security and transparency, and expect to achieve significant synergies across client onboarding, technology integration, and scaling globally.

Digital Asset Adoption Accelerates Alongside Distributed Ledger Technology Implementation, Broadridge DLT in the Real World Study Finds

The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place

FinTech