07/11/2024
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative
07/11/2024
Its study with organisations already invested in the sector found 77 per cent expect the flow of funds into bitcoin ETFs to increase over the next 12 months with 13 per cent predicting dramatic increases.
07/11/2024
The report outlines the changing expectations of clients in the wealth management industry
07/11/2024
More recently, in April, Reuters reported that Envestnet was once again contemplating a sale, which led to a surge in its share prices.
07/09/2024
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values
07/09/2024
The SEPA mandate set by the European Commission requires service providers operating in the Eurozone to put in place measures that ensure they can receive instant payments by December.
07/08/2024
At IBS Intelligence Digital Banking Awards 2024
07/05/2024
Tietoevry Banking delivers a comprehensive range of banking technologies, including innovative solutions for core banking, cards, payments, and wealth management, and systems for combating financial crime.
07/04/2024
This recognition underscores our commitment to delivering top-tier banking solutions tailored to the needs of high-net-worth clients.
07/04/2024
Abra Treasury’s integrated offering combines custody, trading, borrowing and yield services through separately managed accounts where clients retain title and ownership over their assets, and they are independently verifiable on-chain.
07/04/2024
The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.
07/04/2024
Over 400 fund strategies are made available to Endowus clients.
07/04/2024
Just 4% say they aren’t particularly influenced by social media activity around the stock market and stocks and only 1% say they aren’t at all influenced by it.
07/03/2024
This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.
07/03/2024
Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration
07/02/2024
The solution will also be put towards streamlining the bank’s front-to-back workflows
07/02/2024
The growth of alternative investment funds is driven by increasingly multi-asset opportunities as well as a progressive opening to diversified clients.
07/01/2024
This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.
06/28/2024
RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System
06/27/2024
We think the adoption of AI will unlock value across a number of sectors.