10/19/2022
Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth
Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble.
FinTech
10/19/2022
Why it’s a good time to invest in UK start-ups if you’re a dollar investor
While this shift has been gradually picking up over the past 10 years, the current macro environment, among other reasons, has helped this trend grow considerably.
10/19/2022
Suntera Digital supports blockchain start-up in Isle of Man
Reality Company has also participated in the Isle of Man’s Digital Accelerator Programme – a scheme designed to support blockchain businesses with their growth and accelerate their regulatory journey.
10/19/2022
SJP: Demand for advice and technology rising exponentially
The pandemic has forced advisers to embrace technology and evaluate how they deliver financial planning.
10/17/2022
Endowus acquires Carret Private in Hong Kong to become one of the largest independent wealth managers in Asia
This acquisition furthers its commitment to bring professional independent advisory services and investment solutions to the private wealth market in Hong Kong and Singapore, which together represent over 90% of cross-border wealth in Asia.
10/17/2022
Digital Wealth Management Market Future Growth Opportunities 2022-2028
The growth of the global digital wealth management market is driven by factors
10/14/2022
UBCI selects Profile Software’s Treasury Management solution
UBCI has a network of 103 branches operating in the very heart of Tunisia’s main economic centres.
10/13/2022
Deutsche Bank and Fiserv launch Vert, Germany’s newest payments company
Vert also provides next-banking-day pay-outs, providing merchants with faster access to their funds.
10/12/2022
Broadridge partners MX to broaden digital engagement tools for wealth management firms
As a result, financial advisors will have complete access to actionable information across their clients' assets and liabilities, better equipping them to provide relevant recommendations for long-term financial success.
10/12/2022
SEI Aligns Asset Management Businesses to Accelerate Growth
Organizational Structure Reinforces Company's Focus on Seizing Market Opportunities
10/12/2022
Fierce Competition Ahead as Less Than 100 Asset Managers Secure Two-Thirds of Industry Asset Flows
Broadridge whitepaper finds organic growth across the global asset management industry expected to slow into 2031, but identifies new standards of differentiation to help firms win
10/12/2022
Third Financial pushes to modernise advice sector with 2-way intelliflo integration
Third Financial’s platform allows advice firms to gain significant operational efficiencies by consolidating their multiple platform relationships into a home for all their clients and under their own branding.
10/11/2022
Reyl-backed digital private bank launches
Alpian is now available on the Google and Apple app stores. It has already secured a banking licence from Finma.
10/11/2022
Is Goldman Sachs ready to pull the rug on Marcus?
Checking accounts will now be offered only to select high net worth customers as well as to employees at corporate partners instead of to the mass market.
10/11/2022
Digital private bank becomes reality - Alpian launches as Switzerland's first FINMA-licensed
Its mobile-first digital service, which combines everyday and private banking, is now available for download on the Apple and Google play stores.
10/11/2022
Digital private bank becomes reality - Alpian launches as Switzerland's first FINMA-licensed
Alpian's singular hybrid model combines a secure, state-of-the-art banking platform with the support and guidance of Alpian's experienced wealth advisors, giving affluent clients access to services otherwise reserved to customers of traditional
10/10/2022
SIX and Prometeia Team Up
The collaboration will benefit and support the customers of SIX with the provision of an enriched risk metric, covering their current and future risk need
10/10/2022
‘Resistance to digital wealth management has almost disappeared in SEA’: Bambu CEO Ned Phillips
Bambu, which raised US$10M co-led by Franklin Templeton in 2019, is getting closer to profitability and that is its goal for now
10/07/2022
Australia’s Police Bank selects Temenos Banking Cloud to modernize community banking
Temenos Retail Banking Services will replace Police Bank’s legacy core systems to accelerate digital transformation and drive efficiency
10/06/2022
Clearstream Partners on Digital Funds Selection
Currently, wealth managers are struggling to provide a seamless process from funds selection and portfolio modelling to customer service, execution, and settlement for the target investment fund.