10/01/2025
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance
09/30/2025
In a world of increasing hype around artificial intelligence, experience from other industries shows that honing professional skills is the key to success
09/30/2025
The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.
09/30/2025
Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.
09/30/2025
Under the “Digital ICBC” initiative, ICBC advances to build a comprehensive wealth management ecosystem, addressing customer needs and driving sustainable growth.
09/29/2025
Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union
09/26/2025
The Hoxton Wealth app now has more than 10,000 users worldwide.
09/26/2025
At this year’s Nordic Fintech Week, Johan Borg, Head of Digital Wealth, shared insights into how Nordea is transforming its digital wealth management offering to meet the evolving needs of Nordic investors.
09/26/2025
It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.
09/23/2025
The group develops global transfer agency software
09/22/2025
The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.
09/22/2025
The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.
09/19/2025
This will then be translated into market insights and personalized investment strategies for clients.
09/19/2025
With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.
09/19/2025
Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.
09/18/2025
The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.
09/16/2025
Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management
09/16/2025
This strategic evolution comes amid rising global demand for institutional-grade access to the digital asset economy.
09/15/2025
This partnership might improve Chip’s visibility, possibly exposing the app to more users through Channel 4’s extensive media reach.
09/15/2025
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.