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.
Wealth & Asset Management
12/01/2023
Objectway, the technology for the investor of tomorrow
The role of the consultant, albeit within an increasingly hybrid context, will remain crucial to maintaining the personal relationship with the support of digital technologies.
11/30/2023
7IM launches AI partnership to boost advisers’ productivity
The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,
11/28/2023
Enhancing wealth management: The critical role of data purity in portfolio systems
This system is crucial in a sector where timing and precision are key, allowing for quick, accurate aggregation and analysis of substantial data volumes.
11/27/2023
The evolution of wealth management: A glimpse into IntellectAI’s vision
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
Alpian rolls out free digital private banking for young adults
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
Wealth management's new era: Leveraging AI for transformation
Wealth management is undergoing a rapid transformation.
11/27/2023
Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies
Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies
11/24/2023
The Disconnect on Alts Between Asset Managers and Financial Advisors Persists
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/23/2023
Bite Investments launches a disruptive wealth management feature for alternative asset managers
Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.
11/22/2023
SimCorp launches investment analytics platform
By deconstructing portfolio performance into its smaller components, investment managers can showcase their expertise to demonstrate their value proposition to both new and existing investors.
11/21/2023
Middle Eastern investors embrace self-directed wealth management
Despite the apparent lack of loyalty, a majority of investors in the Middle East still show a preference for local over international firms.
11/20/2023
Santander Private Bank Introduces Bitcoin, Ethereum Trading for Clients in Switzerland
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
Report predicts boom in Apac's wealthtech market
The strongest growth is expected to take place in the direct to consumer wealthtech market where there is a mix of pure digital and hybrid advisory models.
11/16/2023
FusionIQ Canada deepens digital growth with partnership
Innovative businesses are working to improve market-wide financial services compliance in Canada.
11/15/2023
Chip posts first quarterly profit after bumper 2023 growth
Six years on from its launch and 18 months since its last crowdfund, Chip says it's now profitable...at least on a quarterly basis.
11/10/2023
Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/09/2023
Performativ Secures €5.5m to Transform Europe’s Underserved Wealth Management Sector
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
Danish wealthtech startup Performativ snags €5.5 million
The platform currently handles over €20 billion in assets spanning five countries
11/08/2023
Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions