08/01/2023
Valencia, also an Executive Member of the National Innovation Council appointed by the Philippine President, emphasized their consistent efforts to democratize financial services.
07/27/2023
Wealth management sectors in key markets across region are set to bloom over the medium to long term
07/27/2023
Tifin claims it has refined a template for repeatable innovation, one that bolsters efficiency and leads to shorter time-to-market.
07/26/2023
Everything from proptech platforms to personal investment portals, they are all fintechs, they manage money - quickly, cheaply and efficiently.
07/25/2023
The new fintech lab from The Family Office represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.
07/21/2023
Broadridge’s AdvisorStream is an award-winning all-in-one content marketing platform.
07/19/2023
Automated digital marketing enhancing the advisor-investor relationship and experience
07/18/2023
BlackRock had $190bn of net inflows in the first half of 2023, taking total assets under management to over $9.4 trillion after an increase of more than $830bn.
07/17/2023
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
07/14/2023
Recognised as industry leaders in enabling seamless investor voting and engagement for the fifth year running
07/13/2023
Warren Buffets' famous quote: “Only when the tide goes out do you discover who’s been swimming naked.” has rung true yet again.
07/13/2023
Nick Hungerford leaves behind a professional legacy
07/13/2023
This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.
07/05/2023
Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services
07/04/2023
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
06/26/2023
The Family Office helps clients preserve their wealth through robust financial planning, diversified investments and access to exclusive private market opportunities
06/26/2023
The addition of StoneStreet Equity expands OneDigital’s capabilities in the defined-benefits space, according to OneDigital.
06/22/2023
Artificial Intelligence and Machine Learning integration will play a vital role in portfolio management
06/22/2023
The firm also provides performance data.
06/21/2023
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.