05/14/2025
Wealth Manager Taps d1g1t to Boost Platform with the ‘Right Tech Backbone’
We surveyed the market and d1g1t emerged as the clear leader amongst its peer group,” commented Northern cofounder Devan Legare.
Wealth & Asset Management
05/09/2025
Largest private banks seek to strike ‘digital gold’
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
Software expert: How AI can help financial advisors
By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.
05/08/2025
Citi and SDX announce digital assets plan for private markets
Switzerland's regulatory framework and SDX's infrastructure allows Citi to bring a new solution to market using technology
05/08/2025
Broadridge Reports Third Quarter Fiscal 2025 Results
Recurring revenues grew 7%; up 8% constant currency
05/08/2025
Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model
Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth
05/08/2025
How ETF share classes could transform investor access
Wealth managers can act today to prepare their firms and clients for the potential shift.
04/24/2025
Syfe Moves Forward with A$65 Million Selfwealth Acquisition Pending Court Nod
The company intends to preserve Selfwealth’s existing features while enhancing its platform with Syfe’s broader investment tools
04/15/2025
Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform
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
Wealthsimple acquires wealth management platform, Plenty
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
‘Evolving demand and demographics are weighing on wealth manager tech’
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
Simon Gomez: «GenAI and LGT Will Evolve Together»
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/08/2025
Digital Wealth Management Platforms (DWMP) Market Disruptions: The $18.59 Billion Opportunity Vendors Can't Afford to Miss
Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030
04/08/2025
FNZ raises $500m to drive long-term WealthTech innovation
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.
04/03/2025
IRALOGIX Named to 2025 WealthTech100; Recognized as Wealth Management Technology Innovator for Third Successive Year
IRALOGIX’s technology enables banks, recordkeepers, and advisory firms to offer a wider range of IRA products
04/02/2025
Jupiter Asset Management signs revenue analytics contract with Room Zero
The module also assists with operational oversight through early identification of product ‘outliers’ and reducing the risk of over or underpaying rebates, for example.
04/02/2025
Tietoevry Banking achieves recognition in the 2025 WealthTech100 list
Tietoevry Banking proudly stands among the world’s top wealth technology providers, securing a place in the prestigious 2025 WealthTech100 list.
03/28/2025
Luxembourg wants to modernise tools to account for digital assets
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Wealthtime owner buys Craven Street Wealth
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/27/2025
HSBC Private Bank live with new core banking system, Avaloq Banking Suite
Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.