11/22/2023
By deconstructing portfolio performance into its smaller components, investment managers can showcase their expertise to demonstrate their value proposition to both new and existing investors.
11/21/2023
Despite the apparent lack of loyalty, a majority of investors in the Middle East still show a preference for local over international firms.
11/20/2023
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
The strongest growth is expected to take place in the direct to consumer wealthtech market where there is a mix of pure digital and hybrid advisory models.
11/16/2023
Innovative businesses are working to improve market-wide financial services compliance in Canada.
11/15/2023
Six years on from its launch and 18 months since its last crowdfund, Chip says it's now profitable...at least on a quarterly basis.
11/10/2023
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/09/2023
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
The platform currently handles over €20 billion in assets spanning five countries
11/08/2023
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.
11/08/2023
CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more
11/08/2023
The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).
11/03/2023
This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
11/02/2023
Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors
10/25/2023
There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.
10/24/2023
The Wealth Portal can be integrated with existing Infront portfolio solutions.
10/20/2023
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/18/2023
With the new capital to hand, the startup plans to tap into further parts of the wealth management value chain
10/18/2023
Liberum Wealth benefits from complete control of custody operations in a single investment platform.