07/18/2022
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.
07/18/2022
With close contact being restricted or highly discouraged during the public health crisis, companies began to adopt innovative solutions to ensure business continuity, and most importantly, uninterrupted client service.
07/15/2022
Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.
07/14/2022
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.
07/13/2022
It is the first product in Mena that offers investors the choice to customise their portfolios with ease. Flexible Portfolios allows investors to pick the asset classes they want, decide their exact allocations, and change them any time
07/13/2022
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
We've analysed hiring patterns using data from GlobalData
07/12/2022
Once complete customers are presented with a health check score and a personalised dashboard highlighting both areas of strength, as well as opportunities for improvement
07/12/2022
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail
07/12/2022
In March, Motive together with Clearlake Capital acquired BETA+, the wealth management technology operations of the London Stock Exchange Group, for $1.1 billion.
07/11/2022
These are the firms that manage the wealth of ultrahigh net worth families globally.
07/07/2022
This acquisition enhances our strategic enablement of service and data, and over the next two years will create operating leverage by bringing Envestnet and Redi2’s administrative, revenue, and billing services together.
07/07/2022
The digital transformation has encouraged more Fintech providers to come to the market and the pressure on these firms to provide further innovation intensifies year on year.
07/07/2022
Firms will need to have their ESG questioning ready and the translation of their advice into portfolios and reporting.
07/07/2022
Understanding these pain points, WeLab Bank is determined to digitalize and democratize wealth advisory through GoWealth.
07/06/2022
This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.
07/06/2022
We've analysed the length of time job ads were live online across the job market using GlobalData figures
07/06/2022
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/04/2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.