06/07/2023
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/06/2023
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Security is paramount for wealth managers transitioning from on-premise solutions to the cloud.
06/06/2023
Third Financial, an investment platform, reports the addition of three new business wins in the first four months of 2023.
06/05/2023
From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans.
06/02/2023
The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.
06/02/2023
In practice, Consumer Duty centres on clear and timely communication, client support and personalized service based on client profiles as well as the ability to demonstrate fair value.
06/02/2023
The report highlights “both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.
06/02/2023
Cushon co-founder and CEO, Ben Pollard, added: “This is the next exciting chapter for a great British fintech as we join forces with a great British bank.
06/01/2023
Through the partnership with ERI, the bank will utilise Olympic Banking System’s CRM and portfolio management system, cash and securities processing, custody management, corporate actions, tax reporting and tax statement production.
05/30/2023
American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.
05/30/2023
These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.
05/30/2023
Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base
05/29/2023
In the long run, spending a share of your income on BTC is unlikely to make you poor.
05/26/2023
AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform
05/25/2023
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members
05/25/2023
The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse
05/24/2023
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
05/24/2023
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/18/2023
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities