Managers of Wealth Fintech

Where can wealth managers find opportunity when assets are in flux?

Firms will come under increasing pressure to deliver best-in-class client experiences

Crypto Investment Among Asian Private Wealth Managers Rises To 76%

A staggering 94% of FOs and HNIs are either currently investing or plan to invest in digital assets.

DBS rolls out blockchain-based banking for institutions

DBS Bank has launched its “DBS Token Services” for real-time blockchain payment settlements, using smart contracts for enhanced security and transparency.

InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle

Danske Bank Implements Broadridge’s Global Proxy Voting Solution to Enhance Investor Services

The implementation extends the trusted strategic relationship between Danske Bank and Broadridge.

Apex Fintech Solutions Announces Acquisition of FinTron, Enhancing Digital Wealth Management Services

This alliance allows Apex’s clients to deliver custom-designed user interfaces and experiences for brokerage platforms, pre-integrated into the Apex platform.

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

74% of wealth managers urge an increase in product specialists from asset managers

Wealth management firm Farther quadruples valuation with $72m Series C

CEO and co-founder Taylor Matthews says the firm’s latest raise will be used to “continue enhancing Farther’s technology”.

The digital revolution in wealth management: Transforming client service and operations

These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies.

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

BlackRock launches eFront Provider

eFront Provider complements BlackRock’s widely used fund administration, investor servicing and data management capabilities for private markets asset servicers.

What banks should consider when outsourcing via a fintech

The benefits of cooperation between banks and companies focused on technology and innovation in finance (Fintech) are manifold.

LSEG report: AI set to overhaul wealth management

Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.

Understanding after-tax performance & reporting in wealth management

Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.

Wealth managers expect AI to transform their business

About nine in ten investors believe AI can be used effectively for researching financial products and services

InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management

New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity

2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds

Individual investor ownership and voting is rising

SEB Implements Broadridge’s International Post-Trade Processing Solution

Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship

Wealth managers struggle to meet clients’ technology expectations – Avaloq research

Despite this, Avaloq found that wealth managers have little confidence in their technology systems

Wealth & Asset Management