12/08/2023
Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.
12/06/2023
The strategy applies a flexible and “all-weather” approach across the private and public debt spectrum, allowing for dynamic allocation in response to changing market conditions.
12/06/2023
Achieving IP Co-sell Ready status highlights ForwardLane's ability to deliver joint solutions for fund managers built on Microsoft Azure, AI, and machine learning capabilities.
12/04/2023
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.
12/01/2023
The role of the consultant, albeit within an increasingly hybrid context, will remain crucial to maintaining the personal relationship with the support of digital technologies.
11/30/2023
The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,
11/28/2023
This system is crucial in a sector where timing and precision are key, allowing for quick, accurate aggregation and analysis of substantial data volumes.
11/27/2023
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
Wealth management is undergoing a rapid transformation.
11/27/2023
Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies
11/24/2023
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/23/2023
Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.
11/22/2023
By deconstructing portfolio performance into its smaller components, investment managers can showcase their expertise to demonstrate their value proposition to both new and existing investors.
11/21/2023
Despite the apparent lack of loyalty, a majority of investors in the Middle East still show a preference for local over international firms.
11/20/2023
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
The strongest growth is expected to take place in the direct to consumer wealthtech market where there is a mix of pure digital and hybrid advisory models.
11/16/2023
Innovative businesses are working to improve market-wide financial services compliance in Canada.
11/15/2023
Six years on from its launch and 18 months since its last crowdfund, Chip says it's now profitable...at least on a quarterly basis.
11/10/2023
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations