FinTech Archives - Page 130 of 270

Opportunities in Digital Assets Await Both Asset Managers and Servicers

August 30, 2022

After mainstream adoption, many global regulators approved inclusion of digital assets in institutional portfolios, and retirement (IRA/401k) accounts.

FinTech

St James’s Place to launch mobile app

August 30, 2022

Wealth management and financial planning, we would all recognise, has perhaps not been at the leading front edge of tech.

FinTech

Kristal.AI crosses the USD1B mark in assets under management

August 26, 2022

In the first seven months of this year, KristaI has grown its user base by over 50%, in comparison to the existing 2021 user base.

FinTech

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

August 26, 2022

At the same time, consumers face a lot of potential uncertainty and need great financial advice and smart strategies more than ever.

FinTech

Raymond James to launch blockchain PE fund for wealthiest clients

August 26, 2022

The private equity fund will be offered through Raymond James’s Private Institutional Client (PIC) desk, a unit within the wealth manager that caters to its wealthiest clients with more than $50m in assets, according to three sources with knowledge

FinTech