10/29/2026
New Donor-Advised Fund Powered by TIFIN Give Helps Advisors Integrate Philanthropy into Wealth Planning and Deepen Relationships Across Generations
10/29/2026
Premium single-word .ai domain offers a distinctive brand for AI-native wealth platforms, digital advisors, financial institutions and next-generation wealthtech and fintech brands
10/29/2026
Investors can now trade Kalshi Prediction Markets alongside futures, options and equities through CQG
10/28/2026
The easy assumption is that digital clients want less contact.
10/28/2026
Reported IFRS revenue was USD 292.5m for the quarter, and non-IFRS revenue was USD 292.8m for the quarter, both increasing by 13% vs. Q3-25.
10/26/2026
Tuum will sit at the centre of a wider rebuild of Quirin’s technology stack.
10/22/2026
It will also contribute to the development of projects that explore new approaches to education, social inclusion and participation through the performing arts.
10/22/2026
Firm recognized for innovation and user experience across its advisory platform
10/21/2026
Twelve consecutive years on the list reflect Broadridge’s enduring role in powering financial services modernization
10/12/2026
By acquiring the business, intelliflo can now invest in developing the proposition and deepen the integration with intelliflo office far beyond what the partnership allows.
10/08/2026
September 2026 ADV reaches $359 billion as Broadridge builds on DLR’s institutional scale with newly launched DLX
10/07/2026
The European private credit market is structurally fragmented across countries, currencies and legal regimes.
10/07/2026
The Wealth Management System is designed to provide an integrated operating environment for client administration, account management, workflow processes, reporting and related technology support.
10/07/2026
PlannerPal has grown rapidly as the sector looks beyond stand-alone AI tools towards technology that can work with the client data and systems
10/02/2026
WealthAi, the AI operating system OS for wealth managers and advisers, has launched a new suite of AI agents designed to oversee the client onboarding and KYC process end-to-end.
10/01/2026
Launch Advances SEI’s International Growth Strategy and Brings Leading Asset Servicing Capabilities to the Region
09/30/2026
The implementation consolidates InvestGB’s wealth management, portfolio management, fund administration, credit and lending operations onto a unified platform.
09/29/2026
The strategy aims to pair long-term growth with income from dividends, bonds and options.
09/29/2026
Collaboration reflects shared intention to support a more efficient, transparent and globally competitive Korean capital market
09/25/2026
DBS is aiming to grow its retail and assets under management to S$1t.