10/03/2024
Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.
10/01/2024
Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.
10/01/2024
About nine in ten investors believe AI can be used effectively for researching financial products and services
10/01/2024
New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity
09/27/2024
Individual investor ownership and voting is rising
09/26/2024
Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship
09/26/2024
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/25/2024
Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals
09/25/2024
The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.
09/25/2024
Propelle has so far secured over £1.2 million in pre-seed funding, with women reportedly comprising 90% of the most recent investors.
09/24/2024
Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.
09/23/2024
The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.
09/20/2024
Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools
09/18/2024
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
The Ethereum-based security tokens aren’t being sold.
09/18/2024
Business continuity and protection for both the organisation and their clients is paramount
09/18/2024
Fincite is a technology provider that empowers wealth managers through advanced data analytics and portfolio management tools.
09/17/2024
Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.
09/17/2024
The solution will be fully integrated into HSBC’s platform to digitalize the private market investment experience for its relationship managers, investment counsellors and operations teams.
09/17/2024
Alts Bridge creates a powerful solution for investors, advisors, and the home office.