05/20/2022
Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services
The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.
05/20/2022
Canadian advice tech firm enters UK market
This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.
05/20/2022
Swiss asset manager Julius Baer eyes crypto and DeFi potential
Swiss asset manager Julius Baer is set to offer cryptocurrency exposure to its high-net-worth clientele.
05/20/2022
Mirabaud selects Temenos for new wealth management system
Mirabaud will adopt the complete suite of Temenos wealth banking capabilities, from self-service channels and portfolio management to back-office processing, including Payments, Financial Crime Mitigation and Data Lake.
05/20/2022
Truth is, the last months of 2021 were filled with intentions of bringing our people back to the office at the beginning of the new year.
05/20/2022
“This is especially important for technology companies in relation to digital rights.”
05/19/2022
As Manulife unveils savings product in the Special Administrative Region.
05/19/2022
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations
05/18/2022
Investors have fled crypto in recent weeks as spiralling global inflation and looming recessions sparked a scramble for steadier ground.
05/18/2022
Adam explains the rationale behind the Trading InfoSnack publication series and speaks about the latest research piece
05/18/2022
At Amazon, we stand with the workers, seeking more disclosure on working conditions and their treatment.
05/18/2022
New ETF Suite Leverages Proprietary Factor-Based Approach
05/17/2022
Finding and Dividing Hidden Crypto Assets in a Divorce
Cryptocurrency may prove more challenging to track and prove ownership of than more tangible assets.
05/17/2022
Unleashing The Power Of Innovation In Financial Services
I have experienced WordPress for a period and found it very easy to set up a website
05/17/2022
Securing Digital Assets Gets Physical
So much is written about the digital world, that it might be surprising that one way to help secure cryptocurrencies is with a physical wallet.
05/17/2022
Schroders targets long-term in Asia tech
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
05/16/2022
Over 15,000 people invested in the fintech company which closed after just three days.
05/13/2022
The latest funding will be used to grow Magnifi’s consumer platform
05/13/2022
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.
05/13/2022
Managing investments in an ethical and sustainable way for stakeholders requires a technology platform aligned with our mission.