Managers of Wealth

Broadridge Launches Instant Payments Service, Aligned with New EU Regulations

The Broadridge service supports real-time money transfers, operating 24/7/365, with transaction processing times of under 10 seconds from payer to beneficiary.

Danske Bank Implements Broadridge’s Global Proxy Voting Solution to Enhance Investor Services

The implementation extends the trusted strategic relationship between Danske Bank and Broadridge.

radicant and Numarics plan merger

At the same time, the planned merger will expand the revenue base and lay the foundation for additional growth.

Apex Fintech Solutions Announces Acquisition of FinTron, Enhancing Digital Wealth Management Services

This alliance allows Apex’s clients to deliver custom-designed user interfaces and experiences for brokerage platforms, pre-integrated into the Apex platform.

Broadridge Launches Enhanced Operational Resilience Solution and Services for International Post-Trade Processing

Broadridge’s operational resilience services and solutions for international post-trade processing enable firms to mutualize the cost of ensuring business continuity in the face of growing cyber-attacks

Standard Chartered has introduced Straight2Bank Autoquote

New digital capability allows clients to digitally initiate and accept letters of credit quotations on demand, at anytime

Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

Farther’s AUM Surges 5x Year-Over-Year, Surpassing $5B

The digital revolution in wealth management: Transforming client service and operations

These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies.

Americas Executions Leverages Broadridge Technology to Support New Securities Lending Business

The SFCM platform offers a comprehensive, front-to-back SaaS solution for securities finance, widely used across global buy- and sell-side markets, including securities lending, repo and collateral trading.

SEI Opens New Dublin Office Space to Support Global Growth

Co-design By Architect and Employees - Enhances Client Experience

For Millennials, Bitcoin Is the New Real Estate

While some members of these generations may be cash-poor, they often have substantial assets, primarily in real estate.

Tech volatility provides opportunity for long-term AI exposure

Given ongoing geopolitical uncertainty and the risks around export controls, we continue to expect increased volatility for technology stocks in the near term.

How artificial intelligence is transforming wealth management

In the realm of wealth management, AI’s influence is profound and multifaceted.

Lennertz & Co. Launches Third Blockchain Fund of Funds, Targeting EUR 150 million across most Successful Blockchain Venture Funds

Blockchain Fund III, like its predecessors, will invest in 8–10 blockchain-focused venture capital funds in Europe

FinTech