Managers of Wealth

Robo adviser Exo Investing shuttered after Abrdn scraps acquisition plan

Just six months since Abrdn said it would not acquire Exo Investing, and instead make an investment into its parent company Nucoro, the platform is set to close.

FNZ to acquire ifsam to strengthen global client proposition for asset managers and distributors

Ifsam serves as a leading business-to-business (B2B) fund platform that supports the efficient trading of funds, leveraging its direct relationships with around 300 fund management companies

Broadridge Leverages Point Focal on Alternative Data Driven Insights

Current reports from Point Focal that will be available on NYFIX include a pre-market report of recent news activity and sentiment scores, earnings recaps and outlooks; a post-market report summarizing portfolio performance and a weekly report summarizing

Standard Chartered to Set Up Crypto Custody JV in Japan

Zodia Custody is both proud and excited to be working with SBI DAH to help set up SBI Zodia Custody,» said Zodia Custody CEO Julian Sawyer.

Broadridge Among FORTUNE Magazine’s 2023 ‘World’s Most Admired Companies’

Through its products and services, Broadridge provides industry solutions for common needs and digital innovation for clients

Broadridge Reports Second Quarter Fiscal 2023 Results

Reaffirming Fiscal Year 2023 Guidance, including 6 - 9% Recurring revenue growth constant currency and 7 - 11% Adjusted EPS growth

Hong Kong challenger livi bank moves into wealth management

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.

82% of millionaires seek advice on crypto as Bitcoin soars

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.

Yield App buys wealth management platform Trofi Group

The deal also allows Yield App to include four new structured product strategies into its existing portfolio.

Swissquote launches platform for external asset managers

Etops Group and Swissquote have partnered to launch the new product, called Asset Master.

Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration

BMO Wealth Management Selects FactSet as Primary Market Data Provider

FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation

Globaleye unveils wealth management platform

In a bid to address a gap in the Middle East market for digital advice

Finma doesn’t know why it is listed as an FTX creditor

A spokesperson for the Swiss regulator says it has no outstanding invoices in the crypto exchange’s name.

Virtual assets outlook: Hong Kong expected to develop a thriving fintech ecosystem over the coming year

Leading companies in the world of virtual assets and Web3 set an optimistic mood for the industry

Bestinvest unveils free mobile app as it enhances its service for 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

SEI Reports Fourth-Quarter 2022 Financial Results

Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.

FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers

Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.

Swiss Banks See Opportunity From Google and IT Layoffs

The Swiss financial industry waited a long time for this to happen.

Financial Firms Scaled Investments in Next-Gen Tech in 2022, Signaling New Phase of Digital Transformation

57% of firms see digital transformation as their most important strategic priority

FinTech