How AI can brush the dust of the old wealth management industry
It is time for financial advisers – both small and large – to embrace modern technology
FinTech
2698 articles found
Apex Group Secures Strategic Tokenization Position Through Investment in Tokeny
This significant move solidifies Apex's dedication to leading the digitization of finance, with tokenization at its core.
St. James's Place selects ION Analytics RMS for its fund due diligence
Cutting-edge Backstop RMS solution streamlines fund due diligence for enhanced growth and performance
TMF Group Adopts Broadridge’s Sentry Loan Administration Platform to Scale for Private Debt and CLO Fund Services Business Growth
Broadridge’s platform will also enable TMF Group to launch a new service offering for CLO administration, which it plans to bring to market in 2024.
Sygnum’s institutional crypto market survey: 60% bullish and expect high 2024 returns
Majority of institutional investors see crypto as an opportunity to participate in expected market upside as well as a “safe haven” strategy for hedging against traditional markets
CastleArk Management Selects SEI’s Advisors’ Inner Circle Fund Trust to Launch First Active ETF
Active ETF Trends Present Growth Opportunities for Asset Managers
Digital wealth management solutions for trusts and foundations
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
How wealth management firms can reshape client experiences
The lessons learned from Gen Z about client centricity in a digital world
Excitement in the crypto market: Zug stablecoin is off to a flying start
Apparently many traders did not know that AEUR was a stablecoin
Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations
Broadridge technology being implemented at one of the world’s largest CLO managers to increase efficiency of pipeline, trade and loan operations management
Objectway, the technology for the investor of tomorrow
Intercept and prepare for the needs of tomorrow's customers, leveraging generative artificial intelligence.
SEBA Bank rebrands to AMINA Bank and continues to write its success story
SEBA Bank AG has announced its new brand identity: AMINA Bank AG. The group operates globally from its regulated hubs in Zug, Abu Dhabi and Hong Kong, offering its clients traditional and crypto banking services. SEBA Bank made history in 2019 by becoming one of the first FINMA-regulated institutions to provide crypto banking services. […]