FinTech

2603 articles found

FinTech

Can technology regain its poise?

The Philadelphia Semiconductor Index fell 7.9% over the week, underperforming the MSCI All Country World's 2% loss. Asian markets that have heavy tech exposure, such as South Korea's Kospi, experienced daily swings of over 5%.    Several negative headlines added to the pressure. Apple shares fell after the company said it would be raising prices […]
Read More
FinTech

SEI Canada Makes Changes in Risk Ratings

SEI Investments Canada Company has announced changes to the risk rating of the Long Duration Bond Fund.   After conducting its regular annual review, SEI Canada has changed the risk ratings for specific classes of the fund listed below, which are disclosed in the Fund Facts and the Funds’ Simplified Prospectus dated June 25, 2026. […]
Read More
FinTech

SEI Expands SEC-Registered Transfer Agency

SEI has announced the expansion of its transfer agency solutions with the introduction of SEI Transfer Agency and Registry Services, Inc. to support a broader range of fund structures.    Registered with the Securities and Exchange Commission (SEC), the transfer agency supports U.S.-based traditional and alternative asset managers offering SEC-registered, retail-distributed funds. It will leverage […]
Read More
FinTech

CoinShares Survey: 52% Of UK Advisers Face Major Crypto Visibility Gap

TL;DR CoinShares surveyed 261 wealth management professionals for The Silent Portfolio. 52% of UK advisers reported a management gap above 50% for client crypto exposure. The firm says restrictive policies and lack of internal guidance are major barriers. A new CoinShares survey suggests UK wealth managers are facing a major blind spot when it comes […]
Read More
FinTech

Q2 2026 Digital Wealth Management Forrester Report

Profile has once again been featured in Forrester’s The Digital Wealth Management Platforms Landscape, Q2 2026 report, which evaluates 23 international vendors of wealth management platforms.    This continued recognition reinforces Profile’s commitment to delivering forward-looking solutions that enable wealth management firms to succeed in an increasingly competitive and evolving market.   Among the report’s […]
Read More
FinTech

Wealth management technology that adapts for advisors today

At Elevate 2026, Envestnet leadership took a deep dive into what CEO Chris Todd is calling “the great wealth rewiring” and how Envestnet’s R2 release is rising to the challenge.   The industry has spent years preparing for the great wealth transfer. But that story captures only part of what's happening.   Wealth management is […]
Read More
FinTech

UBS Tests Ethereum for Regulated Banking Applications

UBS has completed two pilot projects with blockchain specialist Nethermind that demonstrate how the public Ethereum network could support the operational and compliance requirements of regulated financial institutions.    UBS and blockchain engineering firm Nethermind have successfully completed two proofs of concept designed to assess whether the public Ethereum network can meet the operational and […]
Read More
FinTech

Bitcoin Suisse Secures MiCAR License and Accelerates European Expansion

Bitcoin Suisse has received a MiCAR license from the Financial Market Authority of Liechtenstein, paving the way for its expansion across the European Economic Area. The Zug-based crypto financial services provider has appointed industry veteran Roman Przibylla to lead its European business.   Bitcoin Suisse is stepping up its international growth ambitions after its European […]
Read More
FinTech

Why private wealth should turn its attention towards bitcoin

The narrative surrounding digital assets has moved decisively from a period of speculative frenzy into one of institutional pragmatism in early 2026. This transition was perhaps best encapsulated by BlackRock’s recent annual letter to investors, which forecast digital assets could become a $500mn revenue generator for the firm within five years.   Yet, for the […]
Read More
FinTech

WealthAi launches client file for wealth managers platform

WealthAi has launched Client File for wealth managers and family offices, designed to bring client records into a single workspace.   The system sits within WealthAi Assistant and updates client records from meetings, documents, portfolio feeds and conversations. It is intended to replace the mix of separate notes, files and customer relationship management tools many […]
Read More
1 … 3 4 5 6 7 … 217