06/19/2024
The economic value creation by layer provides important information because each layer has to create enough economic value to justify the costs of the preceding layer.
06/18/2024
This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.
06/18/2024
The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.
06/17/2024
The flexibility of the headless implementation meant we could offer highly customizable user experiences.
06/17/2024
Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.
06/14/2024
They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.
06/14/2024
Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.
06/14/2024
Dinh Thi Thu Nga, head of Internal Audit, Techcom Securities, spoke about the sector’s revolution, and future innovation trends.
06/13/2024
The combined £8.5 million will see the startup continue scaling its team and expanding its product lineup while securing a European license.
06/13/2024
There are four that have the greatest influence: business diversification, opening up investments to individual customers, increasing the weight of regulations and strengthening operations .
06/13/2024
40% of respondents under 35 even tapped robo-advisory services.
06/12/2024
This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.
06/11/2024
Modernization and digital transformation strengthen the bank’s customer services, competitive position and forms an IT blueprint for Eurobank group
06/10/2024
This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology
06/10/2024
Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.
06/07/2024
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
06/05/2024
The company will use the new funding to further develop its platform, increase distribution, and scale the organisation to support its strong client pipeline.
06/05/2024
The integration of artificial intelligence and process automation into wealth management can undoubtedly streamline advisors' workflows
06/05/2024
Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem
06/03/2024
Prosper is raising a further crowdfunding to add to its recent angel and Andreesen Horowitz raise adding to the total invested capital of £4m.