Managers of Wealth Fintech

BlackRock in Talks to Cancel Option to Take Over iCapital Network

BlackRock would stay on as the financial-technology firm’s largest minority shareholder

Charles Schwab is beefing up its robo-adviser with a tool to help customers avoid unexpected tax hits when cashing out of portfolios

Many agree that more basic tasks like portfolio management could largely be automated out, with the human touch still needed for more complex financial planning and coaching.

Transforming Client Lifecycle Management with AI-driven WealthTech

Wealth management organisations today face a shifting landscape of opportunities and challenges.

Scalable Capital claims lead in Euro robo race as assets hit €2bn

It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management

Connor Broadley Adopts SEI Wealth Platform

Technology Enables Efficiency and Scale to Support Growth Ambitions

The Wealth Management Firm of 2025 Is Preparing Today

One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise

The Wealth Management Firm of 2025 will boost front office productivity

The majority of the day will be spent on building relationships, which should help with raising referral rates.

YieldStreet Enters Retirement Industry with Acquisition of WealthFlex

The acquisition is YieldStreet’s first in the retirement sector as it seeks to disrupt the $27.1 trillion Retirement Market (1)

LV-backed fintech firm Wealth Wizards seeks £30m to fund expansion

Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.

Robo-adviser seeks £30m to expand advice arm

LV invested in the Leamington Spa-based company in 2015.

Revealed: Top 10 countries leading the race of quantum computing technology

Canada is planning to invest $1 billion in quantum computing technology research.

Digital Assets Focused SEBA Bank Says it is Now Onboarding Clients from 10 Jurisdictions Including Singapore and the UK

SEBA Bank is offering a range of services in the areas of asset management, trading, custody, and financing.

Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”

This largely has to do with the Chinese peer to peer lending industry which once was the largest sector of Fintech in the world but has collapsed in spectacular fashion.

Digital economy to bring rise to 21st-century unions

“As technology increasingly changes the world of work, there are signs of a number of converging trends that will make unions more relevant, powerful and visible,” explains Jack Orlik, researcher at Nesta.

Know How Wealth Management Software Market is demanded globally by Misys, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight

It also points out ways in which these companies can reinforce their stand in the market and increase their revenues in the coming years.

Wealth & Asset Management