Managers of Wealth Fintech

What is all the noise about AI wealth managers?

This surge in AI adoption is not merely anecdotal.

Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative

Bitcoin ETF launches transform crypto investing: Nickel Digital Asset Management

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.

PIMFA Wealthtech and EY Announce the Publication of our Report New Technology And Client Expectations in the Wealth Management Industry

The report outlines the changing expectations of clients in the wealth management industry

Bain Capital close to sealing deal to buy Envestnet, sources say

More recently, in April, Reuters reported that Envestnet was once again contemplating a sale, which led to a surge in its share prices.

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

Azqore selects Volante Technologies’ PaaS tech for SEPA instant payments

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.

Codebase Technologies and Capital Investments win segment award for wealth management

At IBS Intelligence Digital Banking Awards 2024

Handelsbanken Norway reaffirms partnership with Tietoevry for innovative banking solutions

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.

ERI named #1 best-selling banking software in Private Banking & Wealth Management by IBS Intelligence

This recognition underscores our commitment to delivering top-tier banking solutions tailored to the needs of high-net-worth clients.

New global platform for digital assets and wealth management launched

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.

Swiss fintech continues robust growth and innovation during the first half of 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.

Endowus Private Wealth offers HK investors a built-it-yourself fund platform

Over 400 fund strategies are made available to Endowus clients.

Social media hampering wealth managers’ advice, says new study

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.

Are team-based advisory practices better positioned for growth?

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.

Futu Announces Its Wealth Management Business Surpassing $10 billion in AUM

Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration

CTBC Bank taps Avaloq Core for “enhanced private banking experience” in Hong Kong and Singapore

The solution will also be put towards streamlining the bank’s front-to-back workflows

Objectway launches on the Italian market the portal for investors dedicated to alternative asset managers: first go live for Sagitta SGR

The growth of alternative investment funds is driven by increasingly multi-asset opportunities as well as a progressive opening to diversified clients.

Nucleus completes acquisition of Third Financial

This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.

RF Group taps core vendor ERI to power its Caribbean banking operations

RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System

Wealth & Asset Management