12/28/2022
“It went super well,” said Gerber, CEO of Santa Monica-based Gerber Kawasaki Wealth Management and often an activist investor in public companies, on Thursday night after the virtual event.
12/27/2022
Several individuals on the list had their net worth go to zero.
12/27/2022
To put it simply, a rob-advisor is an automated financial advisor that offers financial counsel and undertakes the management of investments with regulated or minimal human intervention.
12/27/2022
Insurance executives have raised concerns about this expanding risk as recent attacks had seen hospitals disrupted, pipelines shut and government departments targeted.
12/23/2022
In addition, the robo advisor adjusts the risk of users’ portfolio to their individual situation and preferences, and also ensure that the same level of risk is maintained over time.
12/23/2022
Called Whampoa Digital, the arm will invest - and incubate - in so-called early-stage ventures that develop blockchain infrastructure as well as Web3 applications that help the technology to become more popular and widely adopted.
12/21/2022
Crypto ownership in Asia – especially amongst the wealthy – is no longer a hot talking point as the region achieved widespread adoption in 2022.
12/21/2022
Menai Markets Switzerland is based in Baar, according to the commercial register.
12/20/2022
Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.
12/20/2022
Mine Super outsources administration to SS&C
12/20/2022
Temenos is named a global sustainability leader for fourth consecutive year, achieving its highest ever score in the DJSI
12/19/2022
Around 7 percent and 10 percent of the two segments, respectively, were uninterested with 80 percent overall investing in the nascent asset class in the past year.
12/19/2022
Tech-savvy clients demanding more transparency
12/16/2022
The crypto crowd knows how to make itself heard.
12/16/2022
Report from Coalition Greenwich Details How Financial Advisors are Navigating Recent Adverse Industry Events to Meet Growing Client Demand
12/15/2022
BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.
12/15/2022
VIAM is an established asset management group with over US$11 bn of AUM across multiple asset classes and key business centres in Hong Kong, Singapore, and South Korea.
12/14/2022
The app intends not only to showcase the firm’s digital capabilities but also to help expand the demographics of its customer base.
12/13/2022
The Temenos wealth management platform will support the bank's strategic transition to a cloud-based core banking system
12/12/2022
As wealth management becomes increasingly digital in response to the growth of the young, mass affluent segment, the shifting landscape has brought a host of considerations and opportunities that this report addresses.