11/23/2023
Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.
11/17/2023
More than $1.9 billion of funds pour into asset management as customers demand a "Netflix" of portfolio options
11/17/2023
Leveraging the platform's initial successes and harnessing its expanding network within the global repo community, this milestone represents a major leap towards delivering substantial benefits to clients.
11/16/2023
JPMorgan’s Onyx teamed up with wealth managers like Apollo and WisdomTree for the initiative.
11/16/2023
The Board of Directors of CREALOGIX unanimously recommends that shareholders accept the offer.
11/15/2023
The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.
11/14/2023
With this performance, the cryptocurrency has left other asset classes such as stocks, bonds and precious metals far behind.
11/13/2023
Not surprisingly, large organisations consistently self-report more mature cyber capabilities, while small organisations lag in supply chain risk management, data security, and consequence management.
11/10/2023
In June, Hong Kong started to allow retail access to digital assets via just two regulated exchanges.
11/10/2023
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/10/2023
The FCA is currently carrying out a regulatory and criminal investigation into both WealthTek and its principal partner, John Dance.
11/09/2023
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
Purchase scams, where people buy goods which never arrive or aren’t as advertised, resulted in shoppers losing £970 on average over last year’s Black Friday period1.
11/09/2023
New York-headquartered B2B fintech platform iCapital enables wealth managers and their clients to conveniently access private markets and hedge funds through its integrated marketplace.
11/08/2023
And earlier this year, Paris-based Mistral AI raised $113 million in its first funding deal.
11/08/2023
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
The tie-up seeks to improve the shareholder experience of Endowus employees and other minority shareholders.
11/07/2023
Backed by the Syz family, and in close partnership with Saturnus Capital, Syz Capital will deploy a strategy to expand Capture Media’s pioneering and highly differentiated offering in the DACH region.
11/07/2023
The CIO of Revo Digital Family Office explains the advantage of digital assets having a sharp know-your-client knife.
11/07/2023
Platform brings its expertise and access to an investment universe of over 35,000 securities and investment products together