Betterment Acquires Ellevest's Automated Investing Business
New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform
FinTech
2696 articles found
The AI Revolution In Wealth Management
AI Enables Personalization And Transformation For Clients At Scale
Wealthtech start-up Firenze secures £160m funding line from Monument Bank
The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.
Nordnet AB Selects Shareholder Disclosure Solution from Broadridge
This move will enable Nordnet to fulfill its shareholder disclosure requirements in accordance with SRDII, while ensuring top-tier data security for its operations in Sweden and other European markets.
Broadridge Recognized for Industry Leading Asset Management Capabilities
Receives outsourced operations and managed services category awards in recent Chartis Research Buyside Platforms Rankings
GenAI Adoption: Wealth Managers Most Anxiety-Ridden Workers
In the wealth management industry, you can find the most anxiety-ridden workers in the operations areas as project and change managers, or in risk, compliance, and certain specific staff functions.
Switzerland to widen tax information exchange to crypto assets
Switzerland is aiming to implement the new reporting framework published by the OECD to incorporate crypto assets.
BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize its Clients’ Global Asset Recovery Opportunities
Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries
Standard Chartered, Animoca Brands and HKT establish joint venture to issue HKD-backed stablecoin
Standard Chartered has a track record of working with stablecoin issuers globally
Ziglu raises £5 million; plans to introduce Ziglu Coin
Since that low water mark, the cryptocurrency sector has more recently shown fresh impetus, fuelling an appetite for expansion into the mainstream of finance and wealth management.
‘AI To Transform Wealth Management’
Since early 2024, Swedish payment service provider Klarna has been using AI from Microsoft’s partner OpenAI which performs the work of 700 employees.
Digital transformation: Baader Bank relies on modern platform
The securities and banking services provider aims to improve scalability and business results and advance digital transformation.