08/19/2024
FusionIQ and interVal partner to boost financial advisors' growth
US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.
FinTech
08/16/2024
CEO of FNZ-backed DFM questions MPS innovation
Aspen founder Andrew Spence aims to combat the industry’s ‘lack of imagination’ by offering a digital experience with a wide range of portfolios with the help of strategic partner FNZ.
08/16/2024
Revolutionizing wealth management: Is hybrid advisory the future?
The hybrid advisory model marries the personal touch of human advisors with the efficiency of digital tools
08/14/2024
AI in Private Wealth Management and the Future of HNW Advisory in Asia, India, and the Middle East
As AI continues to evolve, it offers significant benefits in terms of efficiency, accuracy, and personalised service, while also introducing challenges related to data privacy, system integration, and ethical considerations.
08/14/2024
VP Bank launches new mobile banking app with enhanced features and new design
Thanks to the in-house solution, VP Bank can customise the functions in the portal quickly and individually to the needs of its clients.
08/14/2024
Robo adviser Syfe raises US$27 million from funds, family offices for Hong Kong expansion
More wealthy family offices are expected to finance start-ups in their efforts to capture the growth potential in Hong Kong, analysts say
08/13/2024
Amazon and Barclays launch new co-branded credit card that gives users rewards on everyday spending
Customers also benefit from 0% APR on all purchases for the first six months.
08/13/2024
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM.
08/12/2024
The Evolution of WealthTech: Key Platforms Shaping the Future of Digital Wealth Management
Unfortunately, nine years ago, the level of technology penetration in the financial sector was too low to take the next step.
08/12/2024
LGT launches internal ChatGPT
The new service is designed to improve efficiency and is available to all staff.
08/09/2024
AI-powered financial advisors impact wealth management industry
Hybrid AI advisory combines AI tools, like generative AI, with human expertise.
08/08/2024
Santander deploys deepfakes to raise awareness of AI scam risks, with half of Brits unaware or confused by the emerging threat
A deepfake is a video, sound, or image of a real person that has been digitally manipulated through artificial intelligence (AI), to convincingly misrepresent an individual or organisation.
08/08/2024
InvestCloud Delivers Client Lifecycle Management Platform for Rathbones Group PLC
The launch of the InvestCloud platform is an important step in our journey of enhancing our digital capabilities across the group
08/07/2024
Etops Group AG to become part of a European wealthtech group backed by Pollen Street Capital
Etops currently serves approximately 100 clients across the wealth and asset management sectors through its versatile etopsOS platform.
08/07/2024
Broadridge Reports Fourth Quarter and Fiscal 2024 Results
Fiscal Year 2024 Recurring revenues grew 6% on a reported and constant currency basis
08/06/2024
Rathbones live with Iress’ Xplan
Rathbones selected Iress to join its group of service and technology partners because of the modularity of Iress’ solution
08/05/2024
Tech adoption crucial for wealth transfer to Gen Zs – Investment advisors
Experts noted that it was important to tailor wealth transfers to fit their financial behaviours and expectations.
08/05/2024
Fintech trends in asset management: A new era of innovation and transformation
The emergence of DLT, often implemented using blockchain technology, has facilitated the tokenization of various asset classes
08/02/2024
SEI Wins Three Leading Industry Awards for Cybersecurity Solution
SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities
08/01/2024
Investor Communications Japan and Broadridge Launch ESG Solution for Corporate Issuers in Japan
Solution enables firms to evaluate and improve their ESG performance