07/21/2023
Worldsource selects Broadridge for digital marketing
Broadridge’s AdvisorStream is an award-winning all-in-one content marketing platform.
Wealth & Asset Management
07/19/2023
Worldsource Wealth Management and IDC WIN to Utilize Broadridge’s AdvisorStream
Automated digital marketing enhancing the advisor-investor relationship and experience
07/18/2023
BlackRock Aims to be Cloud Provider for Asset Management
BlackRock had $190bn of net inflows in the first half of 2023, taking total assets under management to over $9.4 trillion after an increase of more than $830bn.
07/17/2023
FusionIQ integrates with wealth management platform Blueleaf
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
07/14/2023
Broadridge Awarded Best Global Proxy Voting Service Award at Goodacre’s Systems in The City Awards
Recognised as industry leaders in enabling seamless investor voting and engagement for the fifth year running
07/13/2023
Pressure on banks = pressure on WealthTechs
Warren Buffets' famous quote: “Only when the tide goes out do you discover who’s been swimming naked.” has rung true yet again.
07/13/2023
Fintech pioneer Nick Hungerford dies
Nick Hungerford leaves behind a professional legacy
07/13/2023
There is a lot of catching up to do when it comes to digitization
This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.
07/05/2023
Wealth managers need to get with the tech programme
Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services
07/04/2023
The metaverse: a whole new world of private banking and wealth
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
06/26/2023
Leading GCC wealth manager enhances digitization of regional wealth management catering to evolving customer base
The Family Office helps clients preserve their wealth through robust financial planning, diversified investments and access to exclusive private market opportunities
06/26/2023
OneDigital Acquires $3.8B Wealth Management Firm
The addition of StoneStreet Equity expands OneDigital’s capabilities in the defined-benefits space, according to OneDigital.
06/22/2023
Top tech trends in Wealth Management
Artificial Intelligence and Machine Learning integration will play a vital role in portfolio management
06/22/2023
Ranking the robos, with David Goldstone of Condor Capital Wealth Management
The firm also provides performance data.
06/21/2023
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/21/2023
UAE’s first digitally-enabled private wealth management platform, Vault, to redefine investment practices in the region
Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.
06/21/2023
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition
06/20/2023
Backbase acquires digital wealth platform Nucoro
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
06/16/2023
Wealthtech Everon makes a move into private banking
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/15/2023
Should wealth managers fear robo-advisory?
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.