Beyond the dashboard: Making wealth tech human
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
FinTech
2696 articles found
Software expert: How AI can help financial advisors
By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.
Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry
Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge
GBST unveils enhanced WealthConnect platform to help advisory firms scale and streamline operations
The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.
HK digital banks to expand wealth services after 74% deposit growth
None of the digital banks have reported a net profit, though their losses have narrowed.
ADDX Partners with Franklin Templeton and Lexington Partners on Secondaries
Through the partnership, ADDX will offer access to a globally diversified secondaries strategy
Plotting the future of AI in wealth and asset management
From high-frequency trading to robo-advisory services, AI is transforming financial decision-making at an unprecedented pace.
IFGS 2025: Is it time for wealthtech to take the stage?
French noted that there is merit in keeping things simple
What financial advisors can learn from influencers
So-called “finfluencers” like Richtsteiger often reach hundreds of thousands of followers – and thus achieve a greater reach than many traditional media channels.
Fosun Wealth Holdings and Ant Digital Technologies Forge Partnership in RWA Sector
This partnership aims to empower individual investors and financial institutions to seize opportunities in the digital wealth management market in Web3.0.
Bankers Association gives Swiss franc stablecoin a lot of credit
The focus was on the question of whether regulated Swiss banks should issue stablecoins themselves in the future – preferably based on the Swiss franc.
High-net-worth investors can earn rewards of up to $30,000 with Bybit Private Wealth Management
The Private Equity Fund is currently one of the most popular investment choices among PWM clients, reflecting rising interest in exclusive investment opportunities.