01/20/2023
Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.
01/19/2023
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.
01/18/2023
IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience
01/18/2023
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach
01/06/2023
Prepare to hear a bit about this over the next twelve months.
01/06/2023
Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.
01/05/2023
Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning
01/05/2023
The company says the search for a new permanent CEO is underway.
01/04/2023
There’s no doubt a huge opportunity is on the table for wealth managers today.
01/04/2023
Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients' needs.
01/03/2023
It helps its clients to invest in various products including bonds, mutual funds, fractional real estate, green investing, P2Ploans, invoice discounting, among others.
12/27/2022
Several individuals on the list had their net worth go to zero.
12/27/2022
Alexandre Duret discusses the need for banks to optimise their tech strategy to ensure they tap into the growing wealth management segment
12/22/2022
Pairing Empaxis' extensive middle- and back-office expertise, with EXL's proven data, analytics, and digital operations capabilities, this alliance will allow both firms to scale their wealth management solutions offerings.
12/20/2022
Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.
12/15/2022
BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.
12/13/2022
The Temenos wealth management platform will support the bank's strategic transition to a cloud-based core banking system
12/12/2022
The partnership will enable more robust access to one of the alternative investment space’s most compelling asset classes – private equity – with minimum investments as low as $10,000 and without the traditional brokerage, management, an
12/12/2022
Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…