10/24/2022
Wealth Managers Reluctant to Invest in Crypto
The survey, which polled 125 wealth managers worldwide, found that just 8% of participants indicated having invested in crypto for their customers.
FinTech
10/21/2022
Envestnet launches Wealth Data platform
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
Hubwise AUM to grow to over £20bn this year
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.
10/21/2022
UBS and Microsoft announce landmark expansion of cloud partnership
The partnership furthers UBS’s “cloud first” strategy and the modernization of its global technology estate
10/21/2022
AI in Wealth Management: A Win-Win for Clients and Advisors
Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more
10/20/2022
Fidelity snaps up cut price crypto talent amid industry downturn
Asset manager's European digital assets chief says crypto firms cutting back has softened hiring pressure
10/20/2022
Bitcoin divorce: How cryptocurrency is being used by the wealthy to conceal their true worth
The cat and mouse game for hunting down digital assets is becoming rife in UK courts
10/20/2022
fix. – digital and free account of the Zuger Kantonalbank
On the other hand, most people want to carry out simple banking transactions, such as opening a new bank account, regardless of time and place.
10/20/2022
Berner Kantonalbank to join SIX Digital Exchange and issue private participation certificates for daura
Since April 2022, daura has been a partner of SDX as a provider of DLT-based share registry services and tokenization. BEKB joining SDX represents another milestone in the development of DLT securities in Switzerland.
10/19/2022
Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth
Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble.
10/19/2022
Why it’s a good time to invest in UK start-ups if you’re a dollar investor
While this shift has been gradually picking up over the past 10 years, the current macro environment, among other reasons, has helped this trend grow considerably.
10/19/2022
Suntera Digital supports blockchain start-up in Isle of Man
Reality Company has also participated in the Isle of Man’s Digital Accelerator Programme – a scheme designed to support blockchain businesses with their growth and accelerate their regulatory journey.
10/19/2022
SJP: Demand for advice and technology rising exponentially
The pandemic has forced advisers to embrace technology and evaluate how they deliver financial planning.
10/17/2022
Endowus acquires Carret Private in Hong Kong to become one of the largest independent wealth managers in Asia
This acquisition furthers its commitment to bring professional independent advisory services and investment solutions to the private wealth market in Hong Kong and Singapore, which together represent over 90% of cross-border wealth in Asia.
10/17/2022
Digital Wealth Management Market Future Growth Opportunities 2022-2028
The growth of the global digital wealth management market is driven by factors
10/14/2022
UBCI selects Profile Software’s Treasury Management solution
UBCI has a network of 103 branches operating in the very heart of Tunisia’s main economic centres.
10/13/2022
Deutsche Bank and Fiserv launch Vert, Germany’s newest payments company
Vert also provides next-banking-day pay-outs, providing merchants with faster access to their funds.
10/12/2022
Broadridge partners MX to broaden digital engagement tools for wealth management firms
As a result, financial advisors will have complete access to actionable information across their clients' assets and liabilities, better equipping them to provide relevant recommendations for long-term financial success.
10/12/2022
SEI Aligns Asset Management Businesses to Accelerate Growth
Organizational Structure Reinforces Company's Focus on Seizing Market Opportunities
10/12/2022
Fierce Competition Ahead as Less Than 100 Asset Managers Secure Two-Thirds of Industry Asset Flows
Broadridge whitepaper finds organic growth across the global asset management industry expected to slow into 2031, but identifies new standards of differentiation to help firms win