AI to transform wealth management, Microsoft executive says
The world's largest asset manager, UBS, also sees great potential for AI.
FinTech
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Revolut puts pressure on players in the Swiss financial market
Previously, the fees for stock and ETF holdings were between 0.12 percent and 0.22 percent – depending on the type of customer account and the value of the securities portfolio.
Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth
Temenos is announcing the following changes to its Executive Committee
Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions
Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs
Harnessing the Power of AI Agents in Wealth Management Advisor Workflows: A Spotlight on the AWS Advisor Demo
The demo showcased how generative AI can redesign and transform advisor workflows which traditionally have been overly manual, inefficient, and time-consuming.
Reimagining asset management for 2025
In 2025, asset management is fully on a transformation trajectory with AI, blockchain, ESG shifts, and democratised private markets taking hold.
RISR, Wealthcare Capital Management partner to boost client service
The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.
Pioneering the Future of Wealth Management
At the centre of this shift are digital assets, offering opportunities that weren’t even imaginable a decade ago.
Standard Chartered Launches Industry-First AI-Powered FX Insights
The feature leverages advanced artificial intelligence technology in collaboration with LSEG (London Stock Exchange Group).
Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices
The transition to Asseta represents more than a name change.
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions
Our mission at OneVest has always been to Power the World's Wealth through innovative technology
SIX Bolsters Asian Market Data Access with ThaiQuest Partnership
The partnership also reflects both companies’ commitment to delivering top-tier financial information and innovative solutions to their clients.