09/26/2022
Fidelity integrates with Salesforce
The integration, built on Financial Services Cloud, is currently in pilot for RIA and family office clients and is expected to be made available to all Fidelity Institutional clients by early 2023.
Wealth & Asset Management
09/22/2022
Wealthtech to The Rescue Amid Doom and Gloom For Wealth Managers
In parallel, the Covid-19 pandemic has accelerated the pace of habit change for wealth managers clients.
09/22/2022
Citi to exit UK retail market
Citi's UK retail bank is small, comprising a single branch at its Emea headquarters in Canary Wharf.
09/21/2022
St. Gallen tech company proposes Zeno Staub as board member
Bühler Group is a multinational technology company headquartered in Uzwil, in the canton of St. Gallen.
09/21/2022
Aite-Novarica Group Announces Winners of the 2022 Digital Wealth Management Impact Awards
Aite-Novarica Group recognizes 12 innovative financial institutions leveraging best-in-class initiatives.
09/20/2022
Citibank Singapore launches digital offering for younger affluent clients
Citi Plus, which is delivered through the Citi Mobile app, offers a whole suite of digital banking tools designed to help customers save, spend, invest, get insured and build their wealth-related literacy.
09/20/2022
Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage
As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.
09/20/2022
SEBA Bank Awarded Best “Digital Asset Offering”
The award identifies and celebrates the industry’s most distinguished financial services firms across seven dynamic categories.
09/15/2022
iCapital and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA
This strategic partnership is a key step for Tikehau Capital, allowing us to expand our investor base and provide investors with solutions across multiple assets classes
09/15/2022
Tech-driven asset manager Ethic raises $50m to spur growth
Ethic intends to use the latest investment to drive its growth, which involves enhancing its reach in new areas and develop fresh products.
09/15/2022
UBS joins $50 million round in client-centric investment platform Ethic
Defying market turbulence, Ethic has grown rapidly since its Series B raise in 2021, surpassing $2 billion in assets and expanding its team headcount by more than 70 percent.
09/14/2022
Marstone’s Community Bank Solution Launches with Bank of Oak Ridge to Rapidly Provide Digital Wealth Management for End Clients
Marstone’s offering specifically serves the growing needs of community banks to retain clients by providing competitive digital wealth management solutions
09/14/2022
Centricity Bags $4 Mn To Offer Plug-&-Play Solutions To Wealth Management Professionals
The startup will use the funding to strengthen teams across product and sales.
09/12/2022
Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider
Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider Advisor360° Recognized as a Leading Unified (All-in-One) System for Digital Onboarding
09/12/2022
Regulators appear to be growing increasingly wary of banks and fintech startups getting too cozy
Instead, as TC+ editor Alex Wilhelm reported, UBS “invested $69.7 million in the company at a valuation that Wealthfront described as $1.4 billion.”
09/09/2022
Wealth.com and Bennie Announce New Partnership To Offer Digital Estate Planning To More Employers As A Benefit
Wealth.com and Bennie are partnering to expand access to comprehensive digital estate planning through Bennie's employee benefits platform.
09/09/2022
Benefits of enterprise agility for the wealth and asset management industry
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/08/2022
NetworkFinancials Selected as a Finalist in the 2022 Wealth Management Industry Awards for its TROVA Data Platform
The Wealth Management Industry Awards honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
09/08/2022
WealthTech Abbove Supports Quintet Private Bank to Bring Digital Wealth Planning to Their Private Banking Clients in Belgium
The tool perfectly matches our desire to strengthen the relationship of trust between our clients and our bankers: they share the same level of information, an indispensable basis for our experts to offer personalized solutions in terms of wealth structur
09/08/2022
4 wealth management platforms to select for planning your financial future
A focused lifestyle financial planning and wealth management advisory that helps their clients use their money to live the best life possible.