09/07/2023
Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability
09/07/2023
In the global super-rich league, there are now 182 crypto HNWIs with crypto holdings of $100 million, inaugural Henley & Partners report finds
09/07/2023
The new OMNI platform offers advisors interactive, intuitive and tailored presentation building capabilities that help retail investors gain a better understanding of their financial goals
09/01/2023
Investors can now access Liquidity+ through the Moneyfarm online platform or app
08/30/2023
Released half-year results to end of June
08/25/2023
Put simply, Alpian is a digital Swiss private bank that fits in every pocket.
08/17/2023
New president of Broadridge Canada speaks out on growing AI opportunity, risk of 'spaghettification' in wealth tech, and more
08/14/2023
But wealth owners contemplating whether to set up their own family office face a complicated decision-making process
08/10/2023
Despite difficult financial market conditions, the firm has seen strong growth over the last year, with group assets now crossing US$5 billion.
08/10/2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
This collaboration enables us to always be innovative in the Wealth management field, as we will be able to upgrade the solution in a robust and innovative environment continuously.
08/09/2023
Traditionally, wealth management institutions have banked on relationship managers (RMs) to curate, maintain, and boost their clientele.
08/09/2023
From an IT and Cybersecurity standpoint, the EMERGE platform resolves some of the biggest enterprise challenges today
08/02/2023
In addition to online growth, Indyfin’s platform also enables financial advisors to gather feedback from their clients and improve their practice in a data driven manner.
08/01/2023
The launch of the Fintech Lab represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.
08/01/2023
Valencia, also an Executive Member of the National Innovation Council appointed by the Philippine President, emphasized their consistent efforts to democratize financial services.
07/27/2023
Wealth management sectors in key markets across region are set to bloom over the medium to long term
07/27/2023
Tifin claims it has refined a template for repeatable innovation, one that bolsters efficiency and leads to shorter time-to-market.
07/26/2023
Everything from proptech platforms to personal investment portals, they are all fintechs, they manage money - quickly, cheaply and efficiently.
07/25/2023
The new fintech lab from The Family Office represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.