08/09/2023
ForwardLane debuts generative AI platform for wealth management
From an IT and Cybersecurity standpoint, the EMERGE platform resolves some of the biggest enterprise challenges today
Wealth & Asset Management
08/02/2023
WiserAdvisor buys Indyfin
In addition to online growth, Indyfin’s platform also enables financial advisors to gather feedback from their clients and improve their practice in a data driven manner.
08/01/2023
The Family Office unveils ‘Fintech Lab’ offering unmatched digital investment experience
The launch of the Fintech Lab represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.
08/01/2023
Plentina Wealth Pioneers Robo-Advisory Services in the Philippines, Aiming to Transform Nation into Investors
Valencia, also an Executive Member of the National Innovation Council appointed by the Philippine President, emphasized their consistent efforts to democratize financial services.
07/27/2023
Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term
07/27/2023
JP Morgan backs new Tifin AI-powered wealth management charge
Tifin claims it has refined a template for repeatable innovation, one that bolsters efficiency and leads to shorter time-to-market.
07/26/2023
Wealth management, why the time for fintechs is now
Everything from proptech platforms to personal investment portals, they are all fintechs, they manage money - quickly, cheaply and efficiently.
07/25/2023
The Family Office Launches Fintech Lab in Bahrain to ‘Redefine’ Wealth Management Digital Landscape
The new fintech lab from The Family Office represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.
07/21/2023
Worldsource selects Broadridge for digital marketing
Broadridge’s AdvisorStream is an award-winning all-in-one content marketing platform.
07/19/2023
Worldsource Wealth Management and IDC WIN to Utilize Broadridge’s AdvisorStream
Automated digital marketing enhancing the advisor-investor relationship and experience
07/18/2023
BlackRock Aims to be Cloud Provider for Asset Management
BlackRock had $190bn of net inflows in the first half of 2023, taking total assets under management to over $9.4 trillion after an increase of more than $830bn.
07/17/2023
FusionIQ integrates with wealth management platform Blueleaf
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
07/14/2023
Broadridge Awarded Best Global Proxy Voting Service Award at Goodacre’s Systems in The City Awards
Recognised as industry leaders in enabling seamless investor voting and engagement for the fifth year running
07/13/2023
Pressure on banks = pressure on WealthTechs
Warren Buffets' famous quote: “Only when the tide goes out do you discover who’s been swimming naked.” has rung true yet again.
07/13/2023
Fintech pioneer Nick Hungerford dies
Nick Hungerford leaves behind a professional legacy
07/13/2023
There is a lot of catching up to do when it comes to digitization
This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.
07/05/2023
Wealth managers need to get with the tech programme
Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services
07/04/2023
The metaverse: a whole new world of private banking and wealth
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
06/26/2023
Leading GCC wealth manager enhances digitization of regional wealth management catering to evolving customer base
The Family Office helps clients preserve their wealth through robust financial planning, diversified investments and access to exclusive private market opportunities
06/26/2023
OneDigital Acquires $3.8B Wealth Management Firm
The addition of StoneStreet Equity expands OneDigital’s capabilities in the defined-benefits space, according to OneDigital.