Managers of Wealth

Goldman Sachs Cryptocurrency Endorsement Boosts Wealth

Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.

McKinsey named a “Leader” in AI

In its report, Forrester states that McKinsey brings “‘its secret weapons’…world-leading data-science talent, a factory model for AI development and ModelOps, and a comprehensive playbook to partner and lead the C-suite and boards

Funding M&A Deals with Bitcoin

This price fluctuation could seriously jeopardize the ultimate value of large, high-profile M&A deals, which could be worth $500 million one day and $250 million the next.

Time to prioritize advisor preferences for engagement

This framework is usually built around the assumption that the most valuable advisors want and need your highest touch, most expensive resources

NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance

The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities

Refinitiv launches intelligent content management capability for wealth managers

Managing all this content effectively and efficiently is critical for advisors to improve how they engage their clients and importantly, how they take action on this information.

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.

SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

Technology Designed to Help Advisors Build Better Financial Futures for Clients

Goldman to offer bitcoin and other crypto to wealthy investors

The move comes as bitcoin, the asset that was created in the aftermath of the 2008-2009 financial crisis, has soared to unexpected heights

Redmayne Bentley launches a truly active and digital MPS for investors

The value of investments may go down as well as up, and investors could get back less than the amount invested.

BlackRock Raises USD$3 Billion for Debut Secondaries & Liquidity Solutions Strategy

The Fund seeks to take advantage of an evolving secondaries market that is well-positioned to capitalize on various forms of market dislocation

Contemi Solutions enhances corporate actions solution

Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.

Ray Dalio: The government ‘outlawing bitcoin is a good probability’

Bitcoin, the largest cryptocurrency in terms of market value, has “proven itself” as its blockchain hasn’t been hacked and it has a large following.

This company was hit by ransomware. Here's what they did next, and why they didn't pay up

"When it hit, we ran to our server room and data centre and started pulling plugs out." How one company was hit by ransomware, but refused to pay up.

Sustainability, fintech and digitization among 2021’s wealth management trends

The volumes of assets under management rise, while profit margins decline because of a more challenging business environment.

Elon Musk says Tesla’s cars can now be bought with bitcoin

Tesla bought $1.5bn of bitcoin in February sending the price of the cryptocurrency surging

Broadridge Next-Gen Technology Adoption Survey

AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.

Expansion Puts Alternatives at a Technology Crossroads

One-third of private equity firms are branching into real estate, real asset and venture capital funds.

Amundi warns bitcoin in for ‘brutal’ price correction as regulation hits

Amundi has no plans to offer clients crypto options in the near future

Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge

Today Broadridge launches its latest industry whitepaper on SRD II.