01/30/2023
Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration
01/27/2023
FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation
01/27/2023
In a bid to address a gap in the Middle East market for digital advice
01/27/2023
A spokesperson for the Swiss regulator says it has no outstanding invoices in the crypto exchange’s name.
01/26/2023
Leading companies in the world of virtual assets and Web3 set an optimistic mood for the industry
01/26/2023
New mobile app. available to download from the Apple App Store for iOS and the Google Play Store for Android, is the latest milestone for Bestinvest - the online investment and coaching service – following a major revamp last year
01/26/2023
Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.
01/26/2023
Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.
01/25/2023
The Swiss financial industry waited a long time for this to happen.
01/25/2023
57% of firms see digital transformation as their most important strategic priority
01/24/2023
At the same time, as announced, the platform for the development banks was successfully completed in the first half of the year.
01/24/2023
SEBA's new offering provides scaled benefits for traditional and crypto investors, simplifying crypto banking
01/24/2023
Cité Gestion has partnered with Taurus, a Swiss firm which provides digital asset infrastructure.
01/23/2023
Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors are going to potentially be missing out on meaningful financial opportunities.
01/23/2023
The firm will leverage the SS&C Eze asset management platform to scale Singapore strategy
01/20/2023
The report has been informed by a survey of central banks and through discussions with existing platform operators.
01/20/2023
For UK and EU shareholders
01/20/2023
Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.
01/19/2023
Dynamic Planner already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.
01/18/2023
Both Artorius and Addepar have a shared commitment to transforming the investment management industry, through technology, to achieve exceptional client outcomes.