09/20/2022
Citi Plus, which is delivered through the Citi Mobile app, offers a whole suite of digital banking tools designed to help customers save, spend, invest, get insured and build their wealth-related literacy.
09/20/2022
As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.
09/20/2022
The award identifies and celebrates the industry’s most distinguished financial services firms across seven dynamic categories.
09/15/2022
This strategic partnership is a key step for Tikehau Capital, allowing us to expand our investor base and provide investors with solutions across multiple assets classes
09/15/2022
Ethic intends to use the latest investment to drive its growth, which involves enhancing its reach in new areas and develop fresh products.
09/15/2022
Defying market turbulence, Ethic has grown rapidly since its Series B raise in 2021, surpassing $2 billion in assets and expanding its team headcount by more than 70 percent.
09/14/2022
Marstone’s offering specifically serves the growing needs of community banks to retain clients by providing competitive digital wealth management solutions
09/14/2022
The startup will use the funding to strengthen teams across product and sales.
09/12/2022
Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider Advisor360° Recognized as a Leading Unified (All-in-One) System for Digital Onboarding
09/12/2022
Instead, as TC+ editor Alex Wilhelm reported, UBS “invested $69.7 million in the company at a valuation that Wealthfront described as $1.4 billion.”
09/09/2022
Wealth.com and Bennie are partnering to expand access to comprehensive digital estate planning through Bennie's employee benefits platform.
09/09/2022
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/08/2022
The Wealth Management Industry Awards honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
09/08/2022
The tool perfectly matches our desire to strengthen the relationship of trust between our clients and our bankers: they share the same level of information, an indispensable basis for our experts to offer personalized solutions in terms of wealth structur
09/08/2022
A focused lifestyle financial planning and wealth management advisory that helps their clients use their money to live the best life possible.
09/08/2022
Driven by investor research and innovative design, Wealth InFocus is transforming digital and print client communications and increasing investor engagement with a simpler, intuitive and actionable experience
09/07/2022
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or
09/07/2022
The funding round was led by Hibiscus Fund, a venture capital fund handled by RHL Ventures, and South Korea-based financial services provider KB Investment.
09/07/2022
Buyers can use the Nokkel app to search within a significantly larger pool of off-market properties and receive alerts when their favourite properties come onto the market or, for truly must-have homes, they can express interest and chat directly with wil
09/06/2022
Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels