Why would investors switchtheir financial advisor?
When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.
FinTech
2698 articles found
Bitcoin: The world sets its eyes on El Salvador
El Salvador has bet on the future and intends to boost financial inclusivity in the country, given that 70% of the population does not have a bank account.
Julius Baer Invests in AI-Based Bank
The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio
BBVA Switzerland adds ether to its cryptocurrency custody and trading service
BBVA Switzerland is the first traditional bank in Europe to incorporate ether into its service.
Swissquote To Launch Crypto Exchange
Swissquote's crypto exchange starts its operations as planned, there will be a sudden surge in trading platforms for digital assets in Switzerland.
Work For Humankind: Lenovo Invites You To Work From One Of Earth’s Most Remote Locations With Smarter Technology
Work for Humankind’s location – Robinson Crusoe Island, a destination more than 400 miles west of mainland Chile – is one of the most ecologically rich places on the planet.
Profile awarded with a number of distinctions for innovation and excellence
Profile is honoured to have been included once again in numerous industry reports the past months
US tech firm targets UK adviser market with purchase
This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors
Binance Weighs Crypto Venture With Richest Indonesian Family
Apart from the bank, the Hartonos also own a major cigarette manufacturer, a telecom-services firm as well as e-commerce businesses.
YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations
Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.
Challenges our industry faced in 2021
What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them
UK wealth manager partners with green fintech firm
To give its clients access to personalised information about the climate impact of their investments