02/01/2023
With a vision of helping customers seamlessly manage their wealth, livi bank is committed to leveraging its technological expertise to provide a simple, convenient and secure digital platform for accessing wealth management solutions.
01/31/2023
The price drops came as investors reduced their exposure to risk-on assets, including stocks and crypto, due to heightened concerns about inflation and slower economic growth.
01/30/2023
The deal also allows Yield App to include four new structured product strategies into its existing portfolio.
01/30/2023
Etops Group and Swissquote have partnered to launch the new product, called Asset Master.
01/30/2023
Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration
01/27/2023
FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation
01/27/2023
In a bid to address a gap in the Middle East market for digital advice
01/27/2023
A spokesperson for the Swiss regulator says it has no outstanding invoices in the crypto exchange’s name.
01/26/2023
Leading companies in the world of virtual assets and Web3 set an optimistic mood for the industry
01/26/2023
New mobile app. available to download from the Apple App Store for iOS and the Google Play Store for Android, is the latest milestone for Bestinvest - the online investment and coaching service – following a major revamp last year
01/26/2023
Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.
01/26/2023
Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.
01/25/2023
The Swiss financial industry waited a long time for this to happen.
01/25/2023
57% of firms see digital transformation as their most important strategic priority
01/24/2023
At the same time, as announced, the platform for the development banks was successfully completed in the first half of the year.
01/24/2023
SEBA's new offering provides scaled benefits for traditional and crypto investors, simplifying crypto banking
01/24/2023
Cité Gestion has partnered with Taurus, a Swiss firm which provides digital asset infrastructure.
01/23/2023
Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors are going to potentially be missing out on meaningful financial opportunities.
01/23/2023
The firm will leverage the SS&C Eze asset management platform to scale Singapore strategy
01/20/2023
The report has been informed by a survey of central banks and through discussions with existing platform operators.