05/16/2025
The Emirate has a vision of enhancing the wealth management industry and attracting high-impact global investors and with ADIO partnering with Alpheya, Abu Dhabi is one step closer to achieving this goal.
05/15/2025
The minimum investment is set at US$20, aimed at improving accessibility to a broader base of investors.
05/14/2025
We surveyed the market and d1g1t emerged as the clear leader amongst its peer group,” commented Northern cofounder Devan Legare.
05/09/2025
The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.
05/08/2025
By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.
05/08/2025
Switzerland's regulatory framework and SDX's infrastructure allows Citi to bring a new solution to market using technology
05/08/2025
Recurring revenues grew 7%; up 8% constant currency
05/08/2025
Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth
05/08/2025
Wealth managers can act today to prepare their firms and clients for the potential shift.
04/24/2025
The company intends to preserve Selfwealth’s existing features while enhancing its platform with Syfe’s broader investment tools
04/15/2025
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.
04/10/2025
Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.
04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/08/2025
Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030
04/08/2025
FNZ intends to continue investing in its business while driving efficiencies and sharpening the company’s strategic focus to best position FNZ for long-term success.
04/03/2025
IRALOGIX’s technology enables banks, recordkeepers, and advisory firms to offer a wider range of IRA products
04/02/2025
The module also assists with operational oversight through early identification of product ‘outliers’ and reducing the risk of over or underpaying rebates, for example.
04/02/2025
Tietoevry Banking proudly stands among the world’s top wealth technology providers, securing a place in the prestigious 2025 WealthTech100 list.
03/28/2025
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.