09/25/2023
In the firm's latest research-backed industry trends report, Info-Tech Research Group reveals that future success in the wealth management industry hinges on launching digital products
09/22/2023
This year’s winners reflect the diverse range of talent and enterprise displayed by the leading asset management teams working across the industry.
09/22/2023
Finance managers can also analyse market trends, portfolio risks and other factors to make investment decisions and protect their clients.
09/20/2023
This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.
09/19/2023
The partnership with Objectway has enabled FinFactor to make their order workflow management straight-through and seamless
09/19/2023
The wealth management industry has experienced a seismic transformation this year
09/19/2023
In early 2021, Citi announced that it would form a single, fully integrated wealth management unit across segments, from retail to private banking clients.
09/19/2023
B2B wealthtech platform for fund management Allfunds has announced that asset manager BlackRock has joined the Allfunds Private Partners programme (APP).
09/18/2023
Additionally, BFB will develop digital investment solutions using TFO’s fintech lab as a collaborative hub.
09/18/2023
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity
09/15/2023
Founded in 2018, Taurus provides enterprise-grade digital asset infrastructure to issue, custody, and trade digital assets
09/15/2023
Robo-Advisory Market is growing at a CAGR of 44.1% from 2022 to 2030.
09/13/2023
FusionIQ has been eyeing the Canadian market for several years
09/12/2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/08/2023
It’s imperative to recognise that their desires and needs differ significantly from those of baby boomers and silver surfers
09/08/2023
The Probus Pleion group will expand to CHF 3bn in assets under management and gain an office in Lausanne.
09/07/2023
Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability
09/07/2023
In the global super-rich league, there are now 182 crypto HNWIs with crypto holdings of $100 million, inaugural Henley & Partners report finds
09/07/2023
The new OMNI platform offers advisors interactive, intuitive and tailored presentation building capabilities that help retail investors gain a better understanding of their financial goals
09/01/2023
Investors can now access Liquidity+ through the Moneyfarm online platform or app