04/15/2025
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.
04/10/2025
Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.
04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/08/2025
Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030
04/08/2025
FNZ intends to continue investing in its business while driving efficiencies and sharpening the company’s strategic focus to best position FNZ for long-term success.
04/03/2025
IRALOGIX’s technology enables banks, recordkeepers, and advisory firms to offer a wider range of IRA products
04/02/2025
The module also assists with operational oversight through early identification of product ‘outliers’ and reducing the risk of over or underpaying rebates, for example.
04/02/2025
Tietoevry Banking proudly stands among the world’s top wealth technology providers, securing a place in the prestigious 2025 WealthTech100 list.
03/28/2025
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/27/2025
Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.
03/25/2025
Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.
03/25/2025
With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.
03/25/2025
Two Leading FinTech Companies Partner to Upend Siloed Processing Among Trust & Non-Trust Business Lines—Offering a Streamlined View of Positions & Balances Across All Accounts
03/14/2025
This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.
03/11/2025
The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.
03/11/2025
The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.
03/10/2025
State Street was a Series A investor in ZILO™ and has provided continued support in the development of the technological platform.
03/05/2025
Gives investment firms less disruptive ways to upgrade platform feature