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.
08/27/2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/23/2024
Fourcore says its newly secured assets will enable the company to provide a “comprehensive digital wealth and asset management offering”
08/22/2024
Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.
08/21/2024
Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?
08/21/2024
This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services.
08/20/2024
Tech update advances Valverde’s tailored investment strategy capabilities amid ASEAN investment growth
08/20/2024
Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.
08/20/2024
Wealth management advisory needs refreshed approaches to unlock the new value and perspectives necessary.
08/20/2024
Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.
08/19/2024
US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.
08/19/2024
Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.
08/16/2024
Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.
08/16/2024
Multiple reports suggest that firms such as Tesla and Microstrategy amongst others, are building portfolios with investments in Bitcoin and other crypto assets
08/16/2024
Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.
08/16/2024
The hybrid advisory model marries the personal touch of human advisors with the efficiency of digital tools
08/14/2024
Syfe reported that it had attained profitability in its home market of Singapore in early 2024.
08/14/2024
Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks
08/13/2024
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM.
08/12/2024
Unfortunately, nine years ago, the level of technology penetration in the financial sector was too low to take the next step.