09/17/2024
Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally
09/16/2024
The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios
09/12/2024
As a concept, it has gained a lot of traction in recent years with specialist fintechs springing up, each offering a best-of-breed niche solution.
09/10/2024
Capgemini has provided services to the W&A industry since 1998.
09/10/2024
This innovative approach has not only won over tech-savvy millennials but has also impressed experienced investors seeking an edge in today's fast-paced markets.
09/10/2024
The 21st annual vendor ranking represents leading hardware, software, and service providers to the financial services industry from around the world.
09/10/2024
Under this partnership, Polixis will provide its extensive datasets and software, seamlessly integrated into WealthArc's platform
09/09/2024
ZKB will now be able to offer clients the ability to trade, manage and store both traditional and digital assets through a single platform.
09/09/2024
Based in Geneva and present in over 20 locations worldwide
09/09/2024
Despite their comfort in using digital platforms and even AI, the respondents said that traditional face-to-face meetings remain an important channel for managing wealth.
09/06/2024
Zuckerberg now ranks third on the rich list
09/04/2024
The platform will enable wealth managers to achieve 2 to 4X increase in operational efficiency
09/04/2024
The platform offers integration across front, mid, and back-office operations, multi-asset, multi-currency capabilities, and technology to help wealth managers improve client experiences.
09/03/2024
This collaboration provides opportunities for growth, digital innovation & quality and for customers a better and quicker collaboration.
09/03/2024
Today, however, fintech platforms have democratized this process, opening up global investment opportunities to anyone with a smartphone and a modest amount of capital.
09/03/2024
The wealthtech solutions market is expected to see rapid growth in the next few years.
09/02/2024
The app will be free to download, offering features like general investment account options and monthly webinars.
09/02/2024
Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.
09/02/2024
There is a delicate balance to be found between leveraging technology and maintaining a high-touch, personalised service.
08/29/2024
As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.