Ortec Finance unveils new financial planning research
The research report aims to help wealth managers, platforms, and life and pensions providers prepare for a rapidly evolving landscape.
FinTech
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Flex raises $60m Series B to scale AI private bank
The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.
SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland
License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub
Nevis bags $35m to build AI for wealth management
The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks.
HSBC Bets Big on Singapore’s High-Growth Startups
Singapore plays a prominent role in HSBC’s Asia–Pacific ambitions.
The new face of Black Friday: AI, alternative data, and the rise of Chinese e-tailers
The most notable development, however, was the shifting balance of power among platforms.
Deutsche Bank Capital Markets Outlook 2026: Artificial Intelligence as a growth engine in a world of risks
Artificial Intelligence as a growth engine in a world of risks
ARP Digital Holdings Expands Digital Asset Wealth Management Offering
Partners with DV Trading and Centaur Markets for Structured Products
7IM partners with Cloud Direct to accelerate digital transformation and enhance the adviser and client experience
The partnership will strengthen 7IM’s own cloud engineering capability and accelerate the delivery of its transformation programme - allowing the business to consistently roll out new enhancements and solutions to advisers and their clients at great
Binance Introduces Bespoke Service for Ultra High-Net-Worth Crypto Investors
Binance Prestige is a new white glove service targeting wealthy crypto investors and family businesses with assets in the order of around $10 million.
SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland
License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub
AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds
Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations.