Managers of Wealth Fintech

Sustainability, fintech and digitization among 2021’s wealth management trends

The volumes of assets under management rise, while profit margins decline because of a more challenging business environment.

Euroclear agrees to acquire MFEX Group, a leading global digital fund distribution platform

With this transaction, MFEX and Euroclear's complementary businesses are expected to produce significant value through revenue synergies, expanding the client service offering by creating a new funds market utility and a leading global provider of fu

Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work

Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge

Today Broadridge launches its latest industry whitepaper on SRD II.

Are Israel’s institutional investors late to the tech investment party?

Senior executives at The Phoenix explain their strategy when it comes to investments in private companies and admit they missed the insurtech craze

Plaid fintech accelerator names inaugural cohort of startups

Since launch, we’ve received over 100 applications and offers to support of our efforts from the broader ecosystem - all affirming our commitment to the FinRise program and our drive to promote a more diverse and inclusive fintech ecosystem.

Ikigai Wealth Management Launches in the UK

There’s a growing number of young and affluent people who are currently overlooked by banks of all sizes and platforms.

Refinitiv introduces Wealth Connect

The new capability will allow users of Refinitiv Digital Investor to collaborate dynamically with their advisors, other front office personnel or the home office of a wealth firm.

Y Cominator-backed Alinea integrates with DriveWealth API

Though information on individual stocks may be publicly available, many investors do not have the time to sift through lengthy SEC filings, earnings reports, and company profiles.

‘Open banking’ tech could make the economy truly inclusive

It’s a concept called “open banking.”

Insurtech Qoala Acquires Thai’s FairDee; Expands to Thailand

Qoala partners with leading insurance companies such as Allianz, Zurich, Chubb, Great Eastern, Tokio Marine, and leading SEA digital platforms such as OYO and GrabKios, Traveloka, OVO, Dana, and Momo.

How to navigate digital transformation in 2021

Organisations fortunate enough to be far along their digital transformation journeys could arguably adapt more easily to the disruption.

Marstone Integrates FreeWill’s Estate Planning Solutions into its Comprehensive Digital Wealth Management Platform

The latest in a series of partnerships ensures Marstone is the platform of choice for organizations seeking to offer clients consolidated digital financial planning and wellness capabilities

THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform

Acquisitions are part of a strategic expansion and come on the heels of J.P. Morgan's acquisition of 55ip from TIFIN in December 2020

Mogo enters into the Canadian wealth management industry with acquisition of Moka

“This acquisition represents another significant milestone for Mogo on our journey to building the leading digital wallet for Canadians.

From Relationships to Platforms – the Shift in Corporate Banking

In order to meet clients’ requirements for value-added services, real-time execution, and self-service, digital transformation has been elevated to an immediate-term priority for many banks.

Hong Kong-based fintech Apoidea Group eyes on regional expansion with plans to double headcounts two years in a row

With technology being the firm's DNA, Apoidea plans to strengthen the team by bringing in candidates with outstanding technical capabilities, such as front/back-end engineers, DevOps engineers and data scientists.

Canadian Wealth Management Falling Behind Global Digitalization Trends

Fast forward to the last year of remote-first operations and the pandemic has put a defibrillator on the heart of digital transformation in finance.

EBRD to invest in Turkish fintech firm DgPays

The EBRD’s Venture Capital Investment Programme aims to support fast-growing, innovative technology companies

TD Bank Group to acquire electronic fixed income trading business

Acquisition expands TD Securities' automated trading infrastructure and capabilities

Innovation & Startups