10/02/2023
WealthTech firm Farther achieves $131m valuation after bagging $31m
The firm’s vision to utilise modern technology in wealth management has been met with positivity.
Wealth & Asset Management
09/28/2023
What should companies look for when selecting a WealthTech provider?
FinTech Global recently released a Market Map that aims to give financial professionals a guide through the market and identify the leading tech providers.
09/28/2023
Economist Impact Research for Temenos Shows Banking is Becoming Byte-Sized with Rise of Embedded Finance
71% of respondents say unlocking value from AI will be the key differentiator between winners and losers with generative AI in particular expected to drive banking by 75% of respondents.
09/27/2023
Wealthtech startup Vega emerges from stealth with $8 million equity investment
“Our goal is to provide a unified wealth management platform that transforms the experience for end-users while equipping advisors with institutional-grade solutions.”
09/25/2023
The Digital Transformation of Wealth Management: Info-Tech Research Group Reveals Future Trends
In the firm's latest research-backed industry trends report, Info-Tech Research Group reveals that future success in the wealth management industry hinges on launching digital products
09/22/2023
Annual Broadridge Distribution Achievement Awards Honour the Global Giants and Rising Stars Leading the Asset Management Industry
This year’s winners reflect the diverse range of talent and enterprise displayed by the leading asset management teams working across the industry.
09/22/2023
Can AI revolutionise wealth management?
Finance managers can also analyse market trends, portfolio risks and other factors to make investment decisions and protect their clients.
09/20/2023
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.
09/19/2023
FinFactor raises AUM and clients thanks to Objectway’s Investment Management Solution
The partnership with Objectway has enabled FinFactor to make their order workflow management straight-through and seamless
09/19/2023
TS Imagine rolls-out dashboard for private banks and wealth managers
The wealth management industry has experienced a seismic transformation this year
09/19/2023
Citi: Wealth Client Origination Soars in Asia
In early 2021, Citi announced that it would form a single, fully integrated wealth management unit across segments, from retail to private banking clients.
09/19/2023
BlackRock enters Allfunds Alternative Partners programme
B2B wealthtech platform for fund management Allfunds has announced that asset manager BlackRock has joined the Allfunds Private Partners programme (APP).
09/18/2023
Bahrain FinTech Bay, The Family Office partner to transform wealth management in GCC
Additionally, BFB will develop digital investment solutions using TFO’s fintech lab as a collaborative hub.
09/18/2023
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity
09/15/2023
Deutsche Bank partners with Taurus for crypto asset management
Founded in 2018, Taurus provides enterprise-grade digital asset infrastructure to issue, custody, and trade digital assets
09/15/2023
Robo-Advisory Market worth $61.51 Billion by 2030
Robo-Advisory Market is growing at a CAGR of 44.1% from 2022 to 2030.
09/13/2023
Wealth management tech firm FusionIQ expands into Canada
FusionIQ has been eyeing the Canadian market for several years
09/12/2023
Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings 2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/08/2023
Sustainable Innovation at scale: Journey for Wealth, Banking and Asset Management in this Decade
It’s imperative to recognise that their desires and needs differ significantly from those of baby boomers and silver surfers
09/08/2023
Top 50 IAM to merge with tech-focused wealth manager
The Probus Pleion group will expand to CHF 3bn in assets under management and gain an office in Lausanne.