Dynasty Arms Advisors With Crypto SMAs
Dynasty Financial Partners joins Mariner Wealth Advisors in putting Eaglebrook Advisors' SMAs for digital assets on their investment platforms.
FinTech
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Bitcoin woes serve as a reminder of why to rigorously interrogate things before investing
Bitcoin will not do this and the logic for investing in it is not sound.
The top 5 challenges of investor onboarding and the need for digitization
These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.
New Access ranked among the "World's most innovative wealthtech companies"
Awarded for their innovative use of technology to solve a significant industry problem
Open Finance: The Evolution Of Finance Into An Open Ecosystem
They will have a better understanding of their financial position and improve their financial wellbeing.
The benefits of a modern tech stack in the wealth management industry
The slick digital experience presented by other industries means customers now expect the same from all providers
Paris-based Finary raises €2.2 million to grow private wealth management tracker in Europe and US
In addition, the platform allows investors to optimise their investments through machine learning algorithms.
StashAway launches a term life insurance product to expand its wealth management offering
StashAway Term Life is a yearly renewable policy designed to give clients a flexible insurance option.
Asset managers express caution on cryptocurrency after price swings
Adoption by mainstream finance industry remains in question, executives say
Decisive Capital Managemen Selects New Access
Combined with New Access’ Client Lifecycle Management System “Banker’s Front”, the Core-to-Digital solution enhances process automation and standardization, allowing the Bank to deliver an improved digital journey to its Relationsh
Kidbrooke joins with additiv
At Kidbrooke we focus on overcoming these limitations and strive to provide added value across the board.
Exclusive Goldman to launch Marcus UK robo-adviser early next year
The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.