07/29/2021
SEI Expands Technology Offering with Wealthbox
Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth
07/29/2021
Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value
07/29/2021
Another issue that concerned some investors was the high energy consumption of Bitcoin mining.
07/28/2021
Solution to facilitate faster analysis and decision making for investment managers
07/27/2021
WealthTech Views RegTech Report: The view from Arctic Intelligence
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Rosie Davitt, Head of Sales, EMEA, North America, Artic Intelligence
07/27/2021
ICapital Network raises $440 million
The company will use the proceeds from the capital raise to enhance its platform technology, expand the breadth of strategies and product types on its alternative investment menu, and pursue strategic acquisitions that will broaden its client capabilities
07/27/2021
Credit Suisse backed FundsDLT to go live with Azimut Investments
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/27/2021
Bambu and Moven join forces on digital wealth management
The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.
07/27/2021
Optima bank goes live with the digital banking platform and “integration layer”
Optima bank was launched on July 31, 2019
07/27/2021
With the emergence of crypto money and the possibilities that blockchain technology offers in banking or in transactions and contracts, the financial sector, central banks and politics are facing new challenges.
07/27/2021
Amplify the reach and impact of your client advisors with Interactive Advisor
07/26/2021
J.P. Morgan Opens Crypto Fund Access to All Wealth Clients
J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.
07/26/2021
Amazon ‘definitely’ lining up Bitcoin payments and token, confirms insider
Amazon is looking to accept Bitcoin payments ‘by the end of the year’, and is investigating its own token for 2022, says an insider.
07/26/2021
New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.
07/26/2021
“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”
07/26/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer
07/23/2021
The pandemic has shown CEOs the need to future-proof the business
07/23/2021
This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.
07/22/2021
The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.
07/22/2021
BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs