06/06/2023
7 reasons why wealth managers are gravitating towards cloud-based solutions
Security is paramount for wealth managers transitioning from on-premise solutions to the cloud.
Wealth & Asset Management
06/06/2023
Third Financial records growth and deals for its platform
Third Financial, an investment platform, reports the addition of three new business wins in the first four months of 2023.
06/05/2023
Mitigating the risks of GPTs in wealth management
From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans.
06/02/2023
LDJ Capital Introduces New Crypto Wealth Management Service for Discerning, Tech-Forward Investors
The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.
06/02/2023
Less than 60 days until Consumer Duty: A wealth management opportunity beyond compliance
In practice, Consumer Duty centres on clear and timely communication, client support and personalized service based on client profiles as well as the ability to demonstrate fair value.
06/02/2023
Wealthtech Report: End-to-End, Third-Party Operating Models Deployed by Wealth, Asset Managers Are Transforming the Industry
The report highlights “both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.
06/02/2023
Natwest acquires majority shareholding in Cushon for £144m
Cushon co-founder and CEO, Ben Pollard, added: “This is the next exciting chapter for a great British fintech as we join forces with a great British bank.
06/01/2023
Banque Richelieu Monaco picks ERI’s Olympic Banking System
Through the partnership with ERI, the bank will utilise Olympic Banking System’s CRM and portfolio management system, cash and securities processing, custody management, corporate actions, tax reporting and tax statement production.
05/30/2023
American Bank & Trust partners with Marstone to enhance wealth management offering
American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.
05/30/2023
Opportunities for RPA and a Digital Workforce in Family Offices
These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.
05/30/2023
The future of wealth advisory: new tech and deeper relationships
Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base
05/29/2023
How I preserve my wealth with Bitcoin
In the long run, spending a share of your income on BTC is unlikely to make you poor.
05/26/2023
Eton Solution Introduces the Administrative Family Officeh
AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform
05/25/2023
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services to its Member Base
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members
05/25/2023
Wealth and relationship managers should prioritise secure messaging in 2023
The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse
05/24/2023
Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
05/24/2023
SEI Extends Long-term Relationship with Verso
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/18/2023
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities
05/17/2023
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.
05/16/2023
Garantum Wealth Management AS selects Huddlestock for nominee depot, management of shareholder registers as well as customer- and tax reporting
Garantum Wealth Management AS is an affiliated agent for Garantum Fondkommission AB and offers order mediation and provides investment advice.