06/13/2024
There are four that have the greatest influence: business diversification, opening up investments to individual customers, increasing the weight of regulations and strengthening operations .
06/13/2024
40% of respondents under 35 even tapped robo-advisory services.
06/12/2024
This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.
06/11/2024
Modernization and digital transformation strengthen the bank’s customer services, competitive position and forms an IT blueprint for Eurobank group
06/10/2024
This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology
06/10/2024
Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.
06/07/2024
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
06/05/2024
The company will use the new funding to further develop its platform, increase distribution, and scale the organisation to support its strong client pipeline.
06/05/2024
The integration of artificial intelligence and process automation into wealth management can undoubtedly streamline advisors' workflows
06/05/2024
Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem
06/03/2024
Prosper is raising a further crowdfunding to add to its recent angel and Andreesen Horowitz raise adding to the total invested capital of £4m.
05/31/2024
Around 1,500 Bitcoin wallets top the million-dollar mark each day.
05/30/2024
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies
05/28/2024
New technology and access to financial education is helping to bolster the democratisation of investing.
05/28/2024
The deal, which still awaits regulatory approval, will grant FE fundinfo’s clients direct access to one of Germany’s largest distribution networks for asset managers.
05/24/2024
The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.
05/24/2024
The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.
05/24/2024
With Finastra’s solution and industry expertise, we will gain the necessary agility required to keep pace with regulatory and industry demands.
05/22/2024
Alpian has collaborated with the firm to assist with the digitisation of its wealth management services.
05/22/2024
This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.