05/07/2024
Olea Global and Standard Chartered forge strategic partnership to bolster SME growth
This strategic partnership illustrates our unwavering commitment to innovation in delivering customer-centric solutions.
FinTech
04/30/2024
Canadian First Time Home Buyers on the Rise as Record Volume of FHSA Activity Soars According to Broadridge
18 financial institutions currently leveraging Broadridge’s solution to help first time homebuyers achieve the dream of buying a house
04/29/2024
PIMFA WealthTech and Morningstar select two Fintechs to showcase ESG solutions at Morningstar Conference
PIMFA WealthTech has been created to address digital business transformation through the development and adoption of market-leading technologies.
04/29/2024
How AI can dictate wealth management strategies for millennials and Generation Z
If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.
04/25/2024
SEI Reports First-Quarter 2024 Financial Results
Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023.
04/25/2024
Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange
Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity
04/25/2024
SJP academy head: Treading the technology tightrope
It’s a dance between embracing the future and honouring the profession’s foundational principles.
04/24/2024
Fundpath Secures Further £2m Investment From Fuel Ventures
This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.
04/23/2024
Paris-based fintech RockFi raises €3M just three months after its official launch
RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.
04/22/2024
How digitalization and generation change are driving the development of the wealthtech industry
This includes stimulating the rapid development of the wealthtech industry.
04/18/2024
Leading fund administrator, Alter Domus goes live on Temenos Multifonds platform to manage growth in alternative funds
The alternative investments specialist, with $2.2tn of assets under management, will use Temenos to support the expansion of alternative investments to retail investors
04/18/2024
Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth
This solution will enable Kinsted Wealth to improve client experience with a 360° client view
04/16/2024
SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK
Broadridge has proven to be the partner of choice for us as we grow our business globally.
04/11/2024
Santander to launch Openbank digital brand in US
Under the Openbank name, Santander will introduce a new nationwide digital offering in the US.
04/11/2024
UBS Group Digital Transformation Strategy Analysis Report 2024
This report provides insight into UBS's fintech activities
04/10/2024
How wealth firms can find the right AI for the job
FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.
04/09/2024
Navigating the new era of compliance: AI innovations in wealth management
The financial sector, especially wealth and asset management firms, is at a pivotal juncture.
04/09/2024
London-based Avenir secures €487k pre-seed to disrupt wealth management with personalisation
With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK
04/08/2024
Wealth apps: improving the digital experience for your wealth management clients
Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.
04/05/2024
SC Ventures and NEXT176 to Launch a Wealth Platform That Makes Financial and Wealth Planning Accessible to All
This inclusive wealth management platform will aim to bring simple, affordable, AI-led and Shariah-compliant wealth management solutions to users in the Middle East, Africa and beyond.