10/15/2024
Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals
74% of wealth managers urge an increase in product specialists from asset managers
Wealth & Asset Management
10/14/2024
Wealth management firm Farther quadruples valuation with $72m Series C
CEO and co-founder Taylor Matthews says the firm’s latest raise will be used to “continue enhancing Farther’s technology”.
10/11/2024
The digital revolution in wealth management: Transforming client service and operations
These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies.
10/11/2024
Citi and Mastercard Join Forces to Transform Global Cross-Border Payments
Citi is the first global bank to enable cross-border payments to Mastercard debit cards
10/09/2024
BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty
The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank
10/08/2024
BlackRock launches eFront Provider
eFront Provider complements BlackRock’s widely used fund administration, investor servicing and data management capabilities for private markets asset servicers.
10/04/2024
What banks should consider when outsourcing via a fintech
The benefits of cooperation between banks and companies focused on technology and innovation in finance (Fintech) are manifold.
10/03/2024
LSEG report: AI set to overhaul wealth management
Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.
10/01/2024
Understanding after-tax performance & reporting in wealth management
Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.
10/01/2024
Wealth managers expect AI to transform their business
About nine in ten investors believe AI can be used effectively for researching financial products and services
10/01/2024
InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management
New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity
09/27/2024
2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds
Individual investor ownership and voting is rising
09/26/2024
SEB Implements Broadridge’s International Post-Trade Processing Solution
Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship
09/26/2024
Wealth managers struggle to meet clients’ technology expectations – Avaloq research
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/25/2024
Family offices bet big on AI – but fail to adopt the technology in-house
Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals
09/25/2024
Moneyfarm: Acquisitions and swelling client base help wealth manager’s assets surpass £4bn
The pan-European investment adviser said on Wednesday that its assets had surpassed £4bn in the six months to the end of June, growing 51 per cent compared to the same period in 2023.
09/25/2024
Wealthtech start-up for women Propelle launches in the UK
Propelle has so far secured over £1.2 million in pre-seed funding, with women reportedly comprising 90% of the most recent investors.
09/24/2024
Revolut Chair, Others Eye Buying Monaco’s Banque Havilland
Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.
09/23/2024
7IM launches latest wave of platform enhancements, including integration with ZeroKey
The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.
09/20/2024
Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools