Managers of Wealth

Iress Xplan selected to underpin Mattioli Woods’ transformation

Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits.

AI in Wealth Management: Challenges and Opportunities

The average company perceived GDPR, for example, primarily as a compliance exercise, but GDPR mandates that all information about the customer is documented, and so far, that has not always been the case.

Are Your Trade Processing Systems Fit for Purpose?

This article dissects key factors that can lead to the failure of a trade processing system being fit for purpose, with a focus on common technical and operational issues.

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations

Bitcoin ETFs: a token gesture

Bitcoin, volatile at the best of times, has responded in typically unpredictable fashion, down nearly a tenth since the announcement last week.

Bitcoin Suisse Puts a Hold on Banking Ambitions and Switches CEOs

The board members of Bitcoin Suisse can't be accused of that, at least not now.

Private banking trends 2024: what’s making the banking world turn now?

Private banking is set for an important year, but what will stand out?

21Shares Co-Founder: «This Was a Contrarian Bet»

This is considered a turning point for digital assets.

Quilter’s customer app reaches 100,000 milestone

The app also helps advisers reinforce the relationship with their clients by including details of each client’s adviser

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets

Fidelity leads £25m fundraise for ex-FNZ tech boss’ new venture

Wealth tech veteran Phil Goffin has secured funding from the asset management giants for his new fund administration fintech firm.

Phygital is customer (and product) friendly

Making use of technology, AI in the lead.

“Don’t miss out on the advantages of AI”

With the use of AI, work processes can be made more efficient.

Deutsche Bank Digital Transformation Strategy Analysis Report 2023: Accelerators, Incubators, and Other Innovation Programs

Deutsche Bank is a provider of investment banking, corporate and retail banking, and asset and wealth management solutions.

FinTech