02/14/2025
Previously, the fees for stock and ETF holdings were between 0.12 percent and 0.22 percent – depending on the type of customer account and the value of the securities portfolio.
02/14/2025
The world's largest asset manager, UBS, also sees great potential for AI.
02/12/2025
The demo showcased how generative AI can redesign and transform advisor workflows which traditionally have been overly manual, inefficient, and time-consuming.
02/12/2025
Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs
02/11/2025
In 2025, asset management is fully on a transformation trajectory with AI, blockchain, ESG shifts, and democratised private markets taking hold.
02/10/2025
At the centre of this shift are digital assets, offering opportunities that weren’t even imaginable a decade ago.
02/10/2025
The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.
02/07/2025
The transition to Asseta represents more than a name change.
02/07/2025
The feature leverages advanced artificial intelligence technology in collaboration with LSEG (London Stock Exchange Group).
02/06/2025
Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.
02/06/2025
The partnership also reflects both companies’ commitment to delivering top-tier financial information and innovative solutions to their clients.
02/06/2025
Our mission at OneVest has always been to Power the World's Wealth through innovative technology
02/04/2025
This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.
02/03/2025
This milestone is set to propel Myne toward its mission of redefining how individuals and businesses track and manage their finances.
02/03/2025
Aladdin Wealth is a technology platform that unifies investment management by combining portfolio analysis, risk assessment, and data-driven insights.
02/03/2025
The firm will also use the capital to scale its customer base quickly.
02/03/2025
Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290 - $330 million
01/31/2025
NMC is building Wealth Solutions team and platform to service the private wealth market
01/30/2025
AI has been present in finance for a long time but the sector remains very cautious about its use.
01/30/2025
This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.