Managers of Wealth Fintech

Avoiding common misconceptions in wealth management

New Refinitiv research delivers on-the-ground data and insights that challenge some persistent misconceptions in the wealth management arena.

Leonteq Publishes Full-Year 2021 Result

Leonteq today has a much more diversified business and a significantly enhanced earnings quality

5 Areas Family Offices Can Use Technology to Become the Choice of Multi-Generation Family Clients

The next generation i.e., millennials are on their way to taking over their family wealth.

African Gains in Digital Readiness

Digital readiness assesses digital skills, training, Internet access, e-commerce growth, investment climate, and ability to nurture startups, as well as sustainability factors such as renewable energy mix, lower emissions intensity and green initiatives.

Digital innovations shaping the future banking landscape in MENA region

As a result, the MENA banking sector is also undergoing profound changes, giving regional banks the opportunity to rethink their existing business models and take a giant leap into the future

Is An Increasingly Digitised Experience A Threat To Loyalty Or The Key To Loyalty?

It’s the best experience that will afford wealth management firms a competitive edge.

The Rise of Digital Assets: Navigating Growing Regulation, Compliance and Fraud

At the same time, the UK regulator continued to expand its public list of unregistered players to caution investors against risk. A&M's Disputes and Investigations Asia team, together with representatives of BC Group (0863.HK) and boutique consul

How Much Is Technology Reshaping The Wealth Management Ecosystem?

Finally, the new generation of investors who value holistic advice is often juggling multiple investing strategies with conflicting goals.

Building the Ideal Distribution Organization

With that being said, building the right distribution organization for today while preparing for that ever-moving ideal state of the future is possible (with a little bit of focus and discipline).

Crypto Regulation by any Other Name

The Act’s proposed language failed to gain approval when introduced last year as part of the National Defense Authorization Act, so its being included in any final version is not a foregone conclusion.

Seek alternatives to direct holdings of crypto

After all, the recent crypto slide was not interrupted by data showing the fastest rise in US inflation in almost four decades.

The growth of private markets and alternative assets: what it means for wealth management

The wealth management landscape is an increasingly competitive one.

UK Digital Right to Work Checks

Although the requirements are designed to ensure EU and EEA workers have a legal right to work in the UK, all employees’ right to work should be established and recorded.

Broadridge Reports Second Quarter Fiscal 2022 Results

Broadridge delivered another strong quarter

KSA speeding up digital transformation says survey

Nearly all (92%) of Saudi Arabia’s government IT decision-makers agree that the Covid-19 pandemic has accelerated their digital transformation over the past year

Temenos Named in 2022 Bloomberg Gender-Equality Index

Temenos achieves a perfect 100% disclosure score in the global benchmark index on gender equality

Virtual banking and beyond

Data and entities that manage data will be at the heart of this transformation.

The future of private banking in 2022

When predicting the next twelve months, there are a large number of trends that could take the limelight over the next year. What is the future of private banking in 2022? Patrick Brusnahan asks the experts

CIBC wins Business Intelligence Group award for third consecutive year

The Challenge was centered on three themes: experience, convenience, and sustainability.

Open Banking Exchange launches in Saudi Arabia

By working with regulators, self-regulated organisations (SROs), and national communities, OBE helps turn vision into operational reality.

Comment & Analysis