Managers of Wealth Fintech

Time to upskill and reskill

This is often achieved through an upskilling and reskilling programme as it is becoming more challenging to recruit top talent to fill the existing skills gaps.

Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities

One Broadridge and FundApps client is BennBridge, a multi-boutique investment firm that strategically partners with fund managers.

Banking at the Dawn of a New Decade by Nikos Karelos, Profile Software

Digital Transformation - From trend to necessity.

European Data Protection Board issues opinions on European Commission’s draft UK adequacy decisions

The Opinions largely support the draft UK adequacy decisions and represent a positive step towards adoption of formal UK adequacy decisions.

Financial Technology Sector | Q1 2021 | M&A Review

This quarter, we are highlighting 63 FinTech M&A transactions and a more detailed analysis of two selected transactions.

Behind the Idea: AutoRek

Although there were no high-profile failures, data loss incidents or security breaches, business leaders understand now that improvements need to be made to strengthen future lines of defence.

Putting digital at the heart of strategy

When everyone is digital, strategy is the differentiator

Banking: What It Takes to Be Customer-Centric

Five industry experts share their opinions on why customer-centricity has become a strategic necessity for banks.

SS&C Announces 1H2021 SS&C Advent Product Updates

The April 2021 release leverages best-of-breed technology, offering clients forward-looking technology to streamline reporting, enhance efficiencies, and provide greater accounting functionality to optimize their business operations.

CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub

Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA

Tesla's Autopilot 'tricked' to operate without driver

They tested the Model Y on a closed track and concluded the system could be "easily tricked".

Checkout.com leads $110 million debt and equity round in Saudi BNPL startup Tamara

The $110M cash injection in both debt & equity will be used by the company to scale its team, open new countries in the GCC and fund the distribution of its BNPL product.

Estonian core banking fintech Bankish raises €1m

Through sessions in 2020 and March 2021, Bankish was able to attract professional, non-institutionalised investors, including 9 completely new shareholders.

RBC Tech for Nature announces new partnerships focused on tackling climate change

Rooted in the belief that the innovative use of data and technology can fundamentally transform and improve the world we live in

AllianceBernstein Executes Landmark Corporate Bond Trade Utilizing Broadridge's LTX® Trading Platform with Four Buyers on Same Block Trade

LTX's patented RFX digital trading protocol powers historic corporate bond trade initiated by AllianceBernstein to maximize liquidity, efficiency and execution

JP Morgan, Morningstar and Broadridge invest in Tifin

Its businesses develop fintech products that "help bridge the gap" between retail investors, financial advisors, and asset managers and focus on "proven science, investment management, software, and algo technology".

Refinitiv wealth management report – the race for digital differentiation – highlights the growing needs of self-directed and advisory clients

Advisory clients have higher expectations for fees paid and expect a premium experience; 20% are open to switching providers.

Innovation & Startups