01/16/2024
Four Trends That Will Shape the Wealth Management Sector in 2024
As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024.
Wealth & Asset Management
01/11/2024
Emirates Islamic to launch a digital wealth offering and equity trading on its mobile banking app
As a special introductory offer, customers using the Digital Wealth platform will be able to trade in stocks with zero commissions from 1 January until 31 March 2024.
01/11/2024
Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers
Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets
01/10/2024
What will drive wealth tech evolution in 2024?
Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader
01/09/2024
UK fintech start-up Zilo lands £25m in Series A funding
With its software, Zilo says firms can replace their legacy and end-of-life systems for a digital, real-time user experience. Its first client went live on its platform in July 2023.
01/08/2024
Kinecta FCU selects FusionIQ for wealth tech rebuild
The integrated FusionIQ One platform makes it easy for banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.
01/08/2024
IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce
Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach
01/03/2024
Looking back on 2023: APAC WealthTech Landscape Report 2023
Our data insights gave an ‘at a glance’ guide to headline statistics for the APAC wealth management community.
12/22/2023
What This Wealthtech Investor Predicts for 2024
FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.
12/22/2023
Democratising Wealth Management: The Fintech Revolution
Fintech opens up opportunities for individuals with various income levels to participate actively in building wealth
12/21/2023
WealthKernel expands into US equities trading
This strategic move positions WealthKernel among the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.
12/20/2023
No more annual fees for debit cards and private accounts: Zürcher Kantonalbank is launching a digital banking offering across Switzerland with ZKB Banking
Overall, the annual savings are up to CHF 116
12/18/2023
Private banks adopt new models to advance digital and AI strategies
As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.
12/15/2023
Qatar’s Lesha Bank Migrates to Latest Temenos Banking Platform
The latest core banking platform will enable Lesha Bank to dramatically increase the speed to market of innovative Shari’a-compliant investment opportunities
12/13/2023
Prosper tops up pre-seed raise with £1m crowdfund
Some 407 backers took part in the crowdfunding round
12/12/2023
Digital wealth management solutions for trusts and foundations
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
12/08/2023
Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight
Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.
12/06/2023
Endowus Partners with Brookfield Oaktree Wealth Solutions to Broaden Investors' Access to Private Credit
The strategy applies a flexible and “all-weather” approach across the private and public debt spectrum, allowing for dynamic allocation in response to changing market conditions.
12/06/2023
Microsoft and ForwardLane Join Forces to Lead AI-Enabled Advancements in Asset Management
Achieving IP Co-sell Ready status highlights ForwardLane's ability to deliver joint solutions for fund managers built on Microsoft Azure, AI, and machine learning capabilities.
12/04/2023
Navigating the intergenerational wealth shift with adaptive technology
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.