02/28/2023
Sanctuary Wealth Expands Advisor Toolbox by Partnering With Pontera
Partnership enables Sanctuary's network of advisors to manage 401(k), 403(b), and other held away retirement assets
Wealth & Asset Management
02/23/2023
KGI Asia Sage leverages Extramile to craft extraordinary wealth solution
Extramile further empowers KGI Asia's professional team's ability to offer unrivalled structured products solutions based on clients' need anytime, anywhere.
02/23/2023
Wells Fargo to Launch Digital Platform for Wealth Management
Consumers are increasingly using digital channels for their wealth management needs.
02/22/2023
Digital Customer Experience: where is wealth management?
Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.
02/21/2023
Sanctuary Wealth Partner Alluvial Private Wealth Expands With New Office in Cleveland Opportunity Zone
Randy and Kerry Bliss have built a highly successful business by delivering outstanding service and advice to their clients.
02/20/2023
SimCorp’s Client Communications Expert on Evolving the Client Experience in Wealth Management
The Copenhagen-headquartered and global group of over 2000 employees is at the cutting edge of helping their customers adopt the optimal technologies and protocols to fit client needs and help differentiate the client experience in the global wealth and i
02/17/2023
McKinsey: Asia’s Booming Affluent Segments Introduce New Opportunities in Digital Wealth
In 2021, the wealth pool of households with investable assets of US$100,000 to US$1 million in Asia totaled US$2.7 trillion.
02/15/2023
FusionIQ, DriveWealth To Form Digital Investing Platform Alliance At BISA 2023 Annual Convention
Cutting-Edge Digital Wealth Platform Provider and Pioneering Global Fintech Firm To Partner At Leading Financial Services Conference
02/08/2023
Robo adviser Exo Investing shuttered after Abrdn scraps acquisition plan
Just six months since Abrdn said it would not acquire Exo Investing, and instead make an investment into its parent company Nucoro, the platform is set to close.
02/02/2023
Broadridge Among FORTUNE Magazine’s 2023 ‘World’s Most Admired Companies’
Through its products and services, Broadridge provides industry solutions for common needs and digital innovation for clients as they seek to differentiate in a competitive environment, facilitating stronger access, engagement and participation from end u
02/01/2023
Hong Kong challenger livi bank moves into wealth management
With a vision of helping customers seamlessly manage their wealth, livi bank is committed to leveraging its technological expertise to provide a simple, convenient and secure digital platform for accessing wealth management solutions.
02/01/2023
HSBC hiring for digital asset and tokenisation jobs
The cryptocurrency sector may have been in the doldrums in recent months, but global banking giant HSBC is still looking to boost its expertise in the area, advertising for senior digital assets and tokenisation staffers.
02/01/2023
MoneyFarm Launches Platform as a Service in the UK Following Italy Success
It is also providing the marketing coordination services to support the &me proposition.
01/30/2023
Swissquote launches platform for external asset managers
Etops Group and Swissquote have partnered to launch the new product, called Asset Master.
01/30/2023
Globaleye ships hybrid wealth management platform
Globaleye 3.0 will address a gap within the region for efficient, highly personal, digital advice.
01/26/2023
New Partnership Integrates Alkymi Automation into Ledgex Platform to Raise Family Office Efficiency and Performance
Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market
01/26/2023
Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Indosuez acquires majority stake in fintech Wealth Dynamix
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers
Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.
01/26/2023
Citec Solutions raises a round of €500K to customize wealth management
Citec Solutions provides solutions that cover the entire life cycle of an investment