04/07/2022
Digital quo vadis: disruption or evolution?
The business as a whole had to embrace different methods of delivering a solution.
Wealth & Asset Management
04/06/2022
HSBC launches metaverse investment fund
"We see many exciting opportunities in this space as companies of different backgrounds and sizes are flocking into the ecosystem."
04/04/2022
Wealth02 rebrands business following mergers
A new company logo and corporate website was planned for launch in May 2022.
04/04/2022
ERI Crowned Best Operational Efficiency Solution At The Asian Private Banker - 7th Technology Awards
ERI Singapore is extremely proud to have been recognised for the excellence and robustness of our technology solutions in APAC
04/04/2022
Use tech to tackle client wealth personalization challenge, report says
Survey indicates wealth managers who want to compete with tailored services must embrace digital technology
03/30/2022
Pinnacle Investments Selects Docupace
Fast-growing wealth manager streamlines operations, leans into scale
03/30/2022
How Wealth Firms Can Attract and Retain the Modern Investor
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/29/2022
Zoe Announces Partnership With Female-Led RIA
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/28/2022
RTGS Global joins Temenos Exchange
RTGS Global is working to completely overhaul the legacy systems of correspondent banking, many of which still rely on manual processing.
03/28/2022
SS&C Completes Acquisition of Hubwise Securities Limited
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/28/2022
A new hope for wealth and investment managers?
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.
03/28/2022
iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
Why digital transformations in wealth management must be accelerated
One of the reasons for the wealth management industry’s sluggish adoption of digital transformation is the nature of their work.
03/25/2022
Digital Disruption or Digital Evolution?
Today, the decision of buying versus building in-house is more compelling than ever
03/25/2022
Swiss Asset Manager Will Help Others Get Licenses
As one of the largest asset managers in eastern Switzerland, it was important for us to present all processes and procedures ourselves.
03/24/2022
Profile sponsors Wealth Management Conference
With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.
03/23/2022
InvestCloud works with Oppenheimer on digital wealth platform
The platform uses behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship.
03/22/2022
3 WealthTech companies to keep an eye on in 2022
Digital business models have emerged within the wealth management industry in the last decade.
03/22/2022
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients