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FinTech

05/15/2025

Digital resilience: How wealth management firms are partnering for performance amid volatility

In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.

05/14/2025

iCapital Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures

iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program

05/13/2025

Avenir releases ChatGPT for wealth management firms

This creates a unified data ecosystem, giving AI access to both firm-specific data and industry insights.

05/13/2025

Temenos community comes together in Madrid to lead the way in banking innovation

Over a thousand attendees will gather at TCF ‘25 to explore Generative AI and other next-gen technologies transforming banking

05/12/2025

Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

05/12/2025

Arbra launches tech-focused private market fund

Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy.

05/08/2025

Software expert: How AI can help financial advisors

By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.

05/08/2025

Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry

Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge

05/07/2025

GBST unveils enhanced WealthConnect platform to help advisory firms scale and streamline operations

The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.

05/06/2025

HK digital banks to expand wealth services after 74% deposit growth

None of the digital banks have reported a net profit, though their losses have narrowed.

05/05/2025

ADDX Partners with Franklin Templeton and Lexington Partners on Secondaries

Through the partnership, ADDX will offer access to a globally diversified secondaries strategy

05/02/2025

IFGS 2025: Is it time for wealthtech to take the stage?

French noted that there is merit in keeping things simple

05/02/2025

Plotting the future of AI in wealth and asset management

From high-frequency trading to robo-advisory services, AI is transforming financial decision-making at an unprecedented pace.

05/01/2025

What financial advisors can learn from influencers

So-called “finfluencers” like Richtsteiger often reach hundreds of thousands of followers – and thus achieve a greater reach than many traditional media channels.

04/30/2025

High-net-worth investors can earn rewards of up to $30,000 with Bybit Private Wealth Management

The Private Equity Fund is currently one of the most popular investment choices among PWM clients, reflecting rising interest in exclusive investment opportunities.

04/30/2025

Bankers Association gives Swiss franc stablecoin a lot of credit

The focus was on the question of whether regulated Swiss banks should issue stablecoins themselves in the future – preferably based on the Swiss franc.

04/29/2025

SIX expands global fixed income data coverage with new comprehensive offering

SIX's new offering delivers reliable fixed income data to banks, asset managers, wealth managers, and hedge funds worldwide.

04/29/2025

OneDigital Financial Selects Broadridge Technology to Grow Retirement Practice and Enhance Advisor Efficiency

The partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s national platform.

04/25/2025

FINMA survey: artificial intelligence gaining traction at Swiss financial institutions

Around 50% of the institutions surveyed by FINMA use AI

04/25/2025

UK wine investing platform raises £1.5m in seed round

This is a pattern which has seen high net worth investors and family offices look to diversify their portfolios and gain exposure to selections of fine wines.

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UK seeing far greater exodus of wealth than it is attracting under the FIG regime

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08-28-2025

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ZKB Recruits Lead Portfolio Manager for Thematic Fund from UBS

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Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’

08-29-2025

LPL Financial Welcomes Concentric Wealth Management

08-29-2025

UBS: New Head of Investments and Pension Solutions in Personal Banking

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Regional banks in a low mood – crypto boom as an opportunity?

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