Wealth Management Services Need to Put the Human Element Ahead of Technology
Keeping humans in the equation is important for quality wealth management services.
FinTech
2618 articles found
Deep Dive: Tokenisation represents 'paradigm shift' for asset management
'Transform the fund management industry'
Netwealth targeted by scammers in clone attack
The FCA warned that this firm is not authorised but has been contacting people pretending to be an authorised firm.
How wealthtech partnership has been a 'constant evolution'
Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships
Avaloq: Banks Explore AI to Tap Affluent Segment
Wealth management opportunities in Asia continue to attract banks to expand and capture greater wallet share in a region that is still rapidly generating new riches.
Singapore’s Endowus raises $35M for wealth management platform | TechCrunch
The company plans to use the funding to scale its operations in Singapore and Hong Kong, where it currently serves over 100,000 clients.
Accenture – Asia's Wealth Management Confronts A Digital Revolution
Traditionally, wealth management institutions have banked on relationship managers (RMs) to curate, maintain, and boost their clientele.
Bybit unveils wealth management product
Following this, Bybit will introduce Structured Products, expanding investment horizons for its users.
Bybit Launches Wealth Management Product
The customised solutions it offers help investors find their own unique routes to success by catering to their own needs and risk preferences.
Understanding Crypto Assets and their Issuers under the Markets in Crypto-Assets Regulation
The use of the term ‘crypto assets’ throughout this article shall be understood as referring to Utility Tokens and other types of crypto assets excluding ART and EMT.
AI will bring 'carnage' to wealth management, strategist says
M&A deals in the wealth management industry are on the rise as investors embrace artificial intelligence.
BlackRock-Avaloq tie-up piques interest among Asia private banks
The two firms aim to address a large gap in the risk management industry among Asia's private banks.