‘We were in the right place at the right time, with the right product’
President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus
FinTech
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French and Swiss central banks to trial wholesale digital currencies
It is the Bank of France’s latest CBDC pilot. In April, it ‘settled’ - or made payments on - digital bonds issued by the European Investment Bank using blockchain technology.
Can Crypto Buttress the Asset Management Industry?
There are big opportunities for investment firms in digital currencies. But a lot hinges on market regulators.
Why All RIAS are on a Digital Transformation Journey
An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.
Refinitiv Workspace for Wealth Advisors chosen for Nomura's International Wealth Management business
Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.
Nomura selects Refinitiv Workspace for Wealth Advisors
Refinitiv’s recently released Wealth Management report “Advancing the advisory client experience” found that 43% of wealth advisory clients globally agree they are more likely to need investment advice now than a year ago.
Swiss, French Central Banks Dabble in Digital Currencies
These transactions will be settled between banks domiciled in France and in Switzerland, respectively. “The Eurosystem is engaging in innovation and adapting its actions to the strong trend towards the digitalisation of payments.
BNY Mellon and Saphyre Leverage AI to Revolutionize Client Onboarding
BNY Mellon's work with Saphyre aims to create true savings for our custody clients and truly expedite the client onboarding process.
Pershing Announces First-Of-Its-Kind Advisory Solution
The multi-custodial solution will enable seamless management of fee-based investment advisory accounts
Broadridge Expands Wealth Management Capabilities
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors