Managers of Wealth

Equiom Group Announces Partnership with Quantios to Further Enhance Service Delivery

Equiom’s commitment to enhancing its services, optimising operations, and supporting its growth trajectory over the next four years.

TD Bank Joins LTX, A Broadridge Company, As a Liquidity Provider

TD Bank will contribute axes, or pre-trade indications of interest, to LTX’s Liquidity Cloud and utilize LTX’s RFQ+ protocol to provide Investment Grade and High Yield bond liquidity to its institutional clients.

How AI Will Transform Wealth Management

The financial services industry has already begun to benefit from what AI can offer.

Broadridge Expands OTC Derivatives Reporting Solution Across Multiple Jurisdictions

Broadridge is also proactively expanding its offerings to include other updated regulatory regimes and asset classes

LGT successfully integrates its Barcelona digital hub as an official subsidiary

Since its launch in the spring of 2023, the hub has been developed step by step, with the first digital products successfully rolled out in recent months and many more in the pipeline.

DBS rolls out blockchain-based banking for institutions

DBS Bank has launched its “DBS Token Services” for real-time blockchain payment settlements, using smart contracts for enhanced security and transparency.

Leonteq launches cooperation with Bergos

As part of this cooperation, Bergos will utilise Leonteq’s technology platform to price and trade Bergos guaranteed structured products.

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.

FinTech