Managers of Wealth

Wealth management and the tokenised future

Blockchain will facilitate the greatest ever transfer of wealth, as traditional assets are tokenised and moved onto the blockchain.

Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management

Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients

Temenos Earns 2025 Great Place To Work Certification Across 15 Locations

Temenos now certified in the US, India, Ecuador, Hong Kong and Taiwan in addition to 10 locations announced earlier this year.

Trust and Technology in Balance

AI is moving from hype to habit in wealth management, reshaping how firms serve clients, manage portfolios and build trust.

Iress and Challenger partner to deliver retirement income solution for advisers

This first-of-its-kind technology solution will allow financial advisers to better serve their clients as they approach retirement.

SIX is harmonizing its trading platforms with Aquis Technologies as its technology partner.

The exchanges run on the 'Aquis Equinox' matching engine – a technology platform already used by several exchanges and trading venues worldwide, including Aquis.

Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients

Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients

Robo vs. human advisors: Who builds you more wealth over time— and what hidden fees should you know about?

Some services are fully automated, while others offer limited human interaction.

James Hambro picks Moneyinfo to build new digital client portal

James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients.

Gregory Van of Endowus on Redefining Digital Wealth Management in 2025

In a session dominated by discussions about operational resilience and client expectations, Van framed Endowus’s approach as a blueprint for how technology-first wealth managers can leapfrog traditional institutions.

Tokenization Moving from Hype to Reality Across Financial Services, Broadridge Report Reveals

The whitepaper is based on the 2025 Broadridge Tokenization Survey

Federal Council moves forward with stablecoins and crypto: consultation launched

The new regulation should increase the attractiveness of Switzerland as an economic and financial centre for innovative and technology-driven business models

Emirates Investment Bank Partners with Avaloq to Modernize Its Wealth and Investment Management Operations in Dubai

This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience.

SEI Reports Third-Quarter 2025 Financial Results

We are making targeted investments in technology and talent, allocating capital to the highest-return opportunities

Streetbeat raises $15m to scale AI for wealth managers

Its flagship product, StreetbeatPRO, allows wealth managers, financial institutions, and brokerages to automate key investment and advisory processes through off-the-shelf or customised AI agents.

AI Adoption by Australian Financial Services Firms Outpaces Global Peers, Broadridge Study Finds

Australian firms also punch above their weight in the use of advanced analytics for real-time insights – 67% (vs. 44% globally).

Building the tech backbone for digital asset management

Asset management lags behind other financial-services industries in enabling digital transformation. Previous attempts at digitalization hold lessons that could pave the way for future growth.

Quenching computing’s insatiable thirst – the AI water cooling challenge

That was the question posed by the ‘father of modern computing’, British scientist Alan Turing, in a landmark paper published exactly 75 years ago.

The CIO Group Releases Outlook 2026: "Unprecedented Times, Exceptional Portfolios"

The CIO Group annual investment report highlights how combining artificial and human intelligence enables investors to thrive amid uncertainty

Broadridge’s Distributed Ledger Repo Platform Processes $339 Billion in Average Daily Trade Volumes in September

September 2025 ADV up 650% Year Over Year, Highlighting Rapid Growth in Tokenized Real Asset Settlement

FinTech