05/20/2025
Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems
05/20/2025
There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch
05/16/2025
"This deal with EarlyBird, and its two talented founders, represents another important step in our journey to becoming a full financial wellness app for everyday families."
05/16/2025
Notably, it’s demonstrating that it’s possible to scale a full-service bank that delivers private banking-grade services without adding significant cost.
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.