05/11/2026
Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S
05/11/2026
Thoughtworks will contribute work in technology advisory, engineering, cloud and AI as Iress moves to reshape wealth platform.
05/07/2026
Technology is shaping competition in wealth management
05/05/2026
It was initially built to address the need among investment banks, hedge funds and asset managers for a cross-firm chat platform with data security and encryption at its core, as well as open APIs.
05/01/2026
Compliance teams at wealth management firms are under mounting pressure.
04/30/2026
Compliance teams at wealth management firms are under mounting pressure.
04/29/2026
Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.
04/29/2026
Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.
04/28/2026
For starters, investors today want their financial tools and advice to be tailored to their needs.
04/27/2026
The industry gathering targeted the complexities that arise with digital growth in wealth management, with an agenda featuring a number of high-profile Objectway success stories.
04/24/2026
When advisors are equipped with that level of insight, they are better positioned to turn interest into action and translate complexity into meaningful client outcomes.
04/23/2026
On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.
04/23/2026
New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency
04/23/2026
In this scenario, for wealth and asset management operators, innovation alone is not enough.
04/23/2026
The lesson of industrial revolutions is that displacements are transitional, not permanent.
04/22/2026
Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)
04/22/2026
In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK.
04/22/2026
New tool embeds decades of referral coaching into automated workflows for RIAs.
04/21/2026
Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.
04/21/2026
Broadridge’s integrated High Touch OMS, connectivity, and middle office capabilities will provide the scale, automation, and global market access to support Tavira’s next phase of growth