FinTech

2696 articles found

FinTech

CoinShares Survey: 52% Of UK Advisers Face Major Crypto Visibility Gap

TL;DR CoinShares surveyed 261 wealth management professionals for The Silent Portfolio. 52% of UK advisers reported a management gap above 50% for client crypto exposure. The firm says restrictive policies and lack of internal guidance are major barriers. A new CoinShares survey suggests UK wealth managers are facing a major blind spot when it comes […]
Read More
FinTech

Q2 2026 Digital Wealth Management Forrester Report

Profile has once again been featured in Forrester’s The Digital Wealth Management Platforms Landscape, Q2 2026 report, which evaluates 23 international vendors of wealth management platforms.    This continued recognition reinforces Profile’s commitment to delivering forward-looking solutions that enable wealth management firms to succeed in an increasingly competitive and evolving market.   Among the report’s […]
Read More
FinTech

Wealth management technology that adapts for advisors today

At Elevate 2026, Envestnet leadership took a deep dive into what CEO Chris Todd is calling “the great wealth rewiring” and how Envestnet’s R2 release is rising to the challenge.   The industry has spent years preparing for the great wealth transfer. But that story captures only part of what's happening.   Wealth management is […]
Read More
FinTech

UBS Tests Ethereum for Regulated Banking Applications

UBS has completed two pilot projects with blockchain specialist Nethermind that demonstrate how the public Ethereum network could support the operational and compliance requirements of regulated financial institutions.    UBS and blockchain engineering firm Nethermind have successfully completed two proofs of concept designed to assess whether the public Ethereum network can meet the operational and […]
Read More
FinTech

Bitcoin Suisse Secures MiCAR License and Accelerates European Expansion

Bitcoin Suisse has received a MiCAR license from the Financial Market Authority of Liechtenstein, paving the way for its expansion across the European Economic Area. The Zug-based crypto financial services provider has appointed industry veteran Roman Przibylla to lead its European business.   Bitcoin Suisse is stepping up its international growth ambitions after its European […]
Read More
FinTech

Why private wealth should turn its attention towards bitcoin

The narrative surrounding digital assets has moved decisively from a period of speculative frenzy into one of institutional pragmatism in early 2026. This transition was perhaps best encapsulated by BlackRock’s recent annual letter to investors, which forecast digital assets could become a $500mn revenue generator for the firm within five years.   Yet, for the […]
Read More
FinTech

WealthAi launches client file for wealth managers platform

WealthAi has launched Client File for wealth managers and family offices, designed to bring client records into a single workspace.   The system sits within WealthAi Assistant and updates client records from meetings, documents, portfolio feeds and conversations. It is intended to replace the mix of separate notes, files and customer relationship management tools many […]
Read More
FinTech

Bybit Private Wealth Management Posts Up to Over 50% in 30-Day APR Across Multiple Strategies

Bybit, the world's second-largest cryptocurrency exchange by trading volume, saw its Private Wealth Management division (PWM) demonstrate resilience across market cycles. Latest 30-day returns showcase consistent gains amid volatile market conditions.   Over the past 30 days, Bybit PWM has achieved notable gains on average: BTC-focused strategies exceeded 10% APR USDT strategies delivered 25% APR, […]
Read More
FinTech

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

Fispoke Inc., has announced a strategic collaboration with Broadridge Financial Solutions, Inc. to expand access to lending and private banking capabilities for RIAs, independent advisors, broker-dealers, and wealth platforms.    By combining Broadridge's securities-based lending infrastructure with Fispoke's advisor-facing digital experience and distribution across the independent channel, the collaboration will help wealth firms deliver integrated […]
Read More
FinTech

How AI is reshaping M&A evaluation and execution in wealth management

Artificial intelligence is no longer just a back-office efficiency tool in wealth management. It is quietly transforming the way firms evaluate M&A targets, conduct due diligence, and integrate acquired businesses — and industry insiders say the pace of that transformation is accelerating in 2026.   The shift matters because M&A activity in the wealth management […]
Read More
1 … 11 12 13 14 15 … 225