04/17/2025
RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.
04/17/2025
At the heart of these changes are the challenges of digitalization, the growing importance of cybersecurity, and the pressure to remain competitive.
04/16/2025
The products provide exposure to BTC, ETH and SOL, allowing eligible clients to access institutional-grade and customized risk-return profiles aligned with their investment objectives.
04/16/2025
Bitcoin Suisse and SSI Wealth Management have established a reciprocal partnership.
04/15/2025
The service will initially focus on wealth managers, private banks, and qualified individual investors across North America, Europe, and select Asian markets.
04/14/2025
Operating income climbed to 13.2 million francs, while assets under management rose by more than 1 billion francs to a total of 3.2 billion francs.
04/14/2025
Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management
04/14/2025
Cost concerns are stalling hybrid strategies in wealth firms.
04/11/2025
Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe
04/11/2025
A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.
04/11/2025
But while AI has rapidly become an invaluable tool for advisors, a wide range of tech development, such as low-code development and all-in-one advisor desktops have largely flown under the radar.
04/10/2025
Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation.
04/09/2025
As an awardee, Objectway has been recognized for its ability to stay ahead of the curve, providing transformative solutions that enhance client engagement, advisor and investment management.
04/09/2025
What next for GP Solutions?
04/08/2025
Enabling financial institutions to scale digital asset strategies effectively in compliance with global regulation, while further enhancing investor education and choice
04/07/2025
The new solution connects traditional investment funds with blockchain networks like Ethereum, Polygon, and Canton.
04/04/2025
The bank's transformation journey illustrates how financial institutions can adapt to rapidly changing market conditions through strategic leadership and technological adoption.
04/04/2025
OSL Wealth gives access to diversified crypto asset portfolios.
04/03/2025
This marks a significant milestone towards a future where clients will be able to use AI agents to navigate all aspects of their wealth journey.
04/03/2025
Over half (58%) of financial services technology and operations executives globally identified data harmonization as the ideal driver for maximizing their return on investment