03/28/2022
SS&C Completes Acquisition of Hubwise Securities Limited
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
Wealth & Asset Management
03/28/2022
A new hope for wealth and investment managers?
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.
03/28/2022
iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
Why digital transformations in wealth management must be accelerated
One of the reasons for the wealth management industry’s sluggish adoption of digital transformation is the nature of their work.
03/25/2022
Digital Disruption or Digital Evolution?
Today, the decision of buying versus building in-house is more compelling than ever
03/25/2022
Swiss Asset Manager Will Help Others Get Licenses
As one of the largest asset managers in eastern Switzerland, it was important for us to present all processes and procedures ourselves.
03/24/2022
Profile sponsors Wealth Management Conference
With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.
03/23/2022
InvestCloud works with Oppenheimer on digital wealth platform
The platform uses behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship.
03/22/2022
3 WealthTech companies to keep an eye on in 2022
Digital business models have emerged within the wealth management industry in the last decade.
03/22/2022
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients
03/21/2022
Seba Bank AG Lists Digital Asset ETPS at Euronext in Amsterdam and Paris
All digital assets are selected according to a rigorous process which combines quantitative metrics and in-depth qualitative analysis.
03/21/2022
UMB Private Wealth Management Live on the SEI Wealth Platform
Partnership and Connection at the Core of Organizational Transformation and Future Growth
03/21/2022
TrustQuay signs client portal deal with ZEDRA
TrustQuay Portal enables corporate services and trust administrators to deliver their clients a unified view across all of their structures and provides access to this information anywhere, anytime and on any device.
03/21/2022
Andes Wealth Technologies Named Winner of 2022 WealthTech Americas Award
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Docupace CEO Honored as Top Technology CEO by WealthTech Americas
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
Temenos Wins 2022 FSTech Award for Best Technology Provider
To be recognized for this by FSTech and named the best technology provider amongst the competitive shortlist is a proud achievement and shows the unique strengths of our cloud banking platform.
03/18/2022
The wealth advice revolution is here, how will you adapt?
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/17/2022
Irish startup akt.io closes ICO of €27 million to democratise access to wealth management
Gael Itier, CEO and co-founder of akt.io explained: “What we are going to propose is an alternative to the aging banking system, specifically personal finance and savings, which is the last sector to resist technological innovation, as traditional f
03/17/2022
Crealogix listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms
The report also noted that reference customers highlighted our platform’s reliability, validated the strong front-end experience, and noted our responsiveness and good implementation support.