12/19/2023
How AI can brush the dust of the old wealth management industry
It is time for financial advisers – both small and large – to embrace modern technology
FinTech
12/15/2023
Apex Group Secures Strategic Tokenization Position Through Investment in Tokeny
This significant move solidifies Apex's dedication to leading the digitization of finance, with tokenization at its core.
12/15/2023
St. James's Place selects ION Analytics RMS for its fund due diligence
Cutting-edge Backstop RMS solution streamlines fund due diligence for enhanced growth and performance
12/15/2023
TMF Group Adopts Broadridge’s Sentry Loan Administration Platform to Scale for Private Debt and CLO Fund Services Business Growth
Broadridge’s platform will also enable TMF Group to launch a new service offering for CLO administration, which it plans to bring to market in 2024.
12/14/2023
Sygnum’s institutional crypto market survey: 60% bullish and expect high 2024 returns
Majority of institutional investors see crypto as an opportunity to participate in expected market upside as well as a “safe haven” strategy for hedging against traditional markets
12/13/2023
CastleArk Management Selects SEI’s Advisors’ Inner Circle Fund Trust to Launch First Active ETF
Active ETF Trends Present Growth Opportunities for Asset Managers
12/12/2023
Digital wealth management solutions for trusts and foundations
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
12/07/2023
How wealth management firms can reshape client experiences
The lessons learned from Gen Z about client centricity in a digital world
12/07/2023
Excitement in the crypto market: Zug stablecoin is off to a flying start
Apparently many traders did not know that AEUR was a stablecoin
12/04/2023
Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations
Broadridge technology being implemented at one of the world’s largest CLO managers to increase efficiency of pipeline, trade and loan operations management
12/01/2023
SEBA Bank rebrands to AMINA Bank and continues to write its success story
This rebrand marks a new chapter for the company, which has proudly been in operation for more than four years.
12/01/2023
Objectway, the technology for the investor of tomorrow
Intercept and prepare for the needs of tomorrow's customers, leveraging generative artificial intelligence.
11/30/2023
Astor Wealth Group Purchases 300M USD of Bitcoin
The Astor Wealth Group's decision to invest $300 million USD in Bitcoin
11/29/2023
LTX by Broadridge Named First Runner Up in the 2023 Gartner® Eye on Innovation Awards
LTX’s BondGPT recognized for innovation in financial services
11/27/2023
Avaloq co-CEO Greweldinger: Our early bet on Asia is paying off
The Swiss banking software giant has logged significant growth in Asia since it was acquired by Japan's NEC Corporation.
11/27/2023
UBS IT Integration Depends on a Few «Distinguished Engineers»
Even though the total number of employees at the bank is only 74,000, that ratio is still par for the course in the industry.
11/24/2023
IT integration at UBS is in the hands of a few “distinguished engineers”
But the group that, as “Distinguished Engineers,” decides on the success of the integration of the IT systems of the two Gossbanks is very manageable.
11/24/2023
UK regulators give green light to fund tokenisation
The UK government’s asset management task force has published a blueprint for the implementation of tokenisation for FCA-authorised funds.
11/23/2023
Sygnum launches first institutional Crypto Multisector Index
Sygnum leveraged its crypto community involvement and regulated digital asset banking experience to launch the first institutional, rules-based crypto sector indices framework in December 2022.
11/23/2023
Bite Investments launches a disruptive wealth management feature for alternative asset managers
Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.