Managers of Wealth

SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

Technology Designed to Help Advisors Build Better Financial Futures for Clients

Goldman to offer bitcoin and other crypto to wealthy investors

The move comes as bitcoin, the asset that was created in the aftermath of the 2008-2009 financial crisis, has soared to unexpected heights

Redmayne Bentley launches a truly active and digital MPS for investors

The value of investments may go down as well as up, and investors could get back less than the amount invested.

BlackRock Raises USD$3 Billion for Debut Secondaries & Liquidity Solutions Strategy

The Fund seeks to take advantage of an evolving secondaries market that is well-positioned to capitalize on various forms of market dislocation

Contemi Solutions enhances corporate actions solution

Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.

Ray Dalio: The government ‘outlawing bitcoin is a good probability’

Bitcoin, the largest cryptocurrency in terms of market value, has “proven itself” as its blockchain hasn’t been hacked and it has a large following.

This company was hit by ransomware. Here's what they did next, and why they didn't pay up

"When it hit, we ran to our server room and data centre and started pulling plugs out." How one company was hit by ransomware, but refused to pay up.

Sustainability, fintech and digitization among 2021’s wealth management trends

The volumes of assets under management rise, while profit margins decline because of a more challenging business environment.

Elon Musk says Tesla’s cars can now be bought with bitcoin

Tesla bought $1.5bn of bitcoin in February sending the price of the cryptocurrency surging

Broadridge Next-Gen Technology Adoption Survey

AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.

Expansion Puts Alternatives at a Technology Crossroads

One-third of private equity firms are branching into real estate, real asset and venture capital funds.

Amundi warns bitcoin in for ‘brutal’ price correction as regulation hits

Amundi has no plans to offer clients crypto options in the near future

Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge

Today Broadridge launches its latest industry whitepaper on SRD II.

Ikigai Wealth Management Launches in the UK

There’s a growing number of young and affluent people who are currently overlooked by banks of all sizes and platforms.

Open Finance: SIX and Swisscom Join Forces

SIX and Swisscom want to facilitate the use of open finance

Refinitiv expands its Digital Investor solution with ‘Wealth Connect’

New collaboration capability aids the digital transformation of wealth management firms and advisors.

QUO launches new web solution for sell-side distribution to private bank and wealth management clients

The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.

Canadian Wealth Management Falling Behind Global Digitalization Trends

Fast forward to the last year of remote-first operations and the pandemic has put a defibrillator on the heart of digital transformation in finance.

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Collaborative workflow solution powered by Broadridge's post-trade data provides operational efficiency, risk reduction and cost savings for sell side

Profile Software acquires leading financial software company in the Nordics

The agreement was signed in Stockholm

FinTech