First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience
Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions
FinTech
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Endowus's Samuel Rhee of Reflects on 2024 Trends and the Future of Digital Wealth Management in Asia
Endowus experienced record-breaking growth in 2024, driven by increased demand for digital wealth platforms, passive investing, and alternative assets such as private credit and equity.
Bitcoin: handle with care
Since its inception, Bitcoin and other cryptocurrencies have sparked debates among enthusiasts and critics about their nature and value.
Lumen Illuminates the Way: Unique Presents an AI-Powered Platform Driving Efficiency for LGT
Lumen leverages advanced AI technologies to enhance internal knowledge sharing, streamline research processes, and seamlessly integrate internal and external resources.
Campaigners want Swiss central bank to hold bitcoin in reserves
The initiative calls for a change to the constitution stating that the SNB should build up currency reserves from its earnings, part of which should be held in gold and bitcoin.
BlueRock Horizon AM unveils plan to maximise growth
Asset management firm BlueRock Horizon is shaking up the investment world with an AI-powered strategy, designed to deliver superior returns while minimising risk.
4 AI Trends to Watch in Wealth Management in 2025
But often, these AI initiatives are in their infancy, either undergoing early-stage testing for broader deployment or limited in scope—such as AI chatbots designed to handle and route customer questions.
Moneyhub teams up with Marygold & Co UK to innovate wealth management
These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.
AI ignited a private market boom. Now wealthy investors want more
The rise of AI has sparked a constellation of startups promising to provide the data, infrastructure, chips, energy, and models to support the technology.
Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024.
The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.
How tax processing is slowing down German banks
Tax processing in particular is a challenge for financial companies, as the legal framework varies greatly from country to country.