09/04/2024
The platform offers integration across front, mid, and back-office operations, multi-asset, multi-currency capabilities, and technology to help wealth managers improve client experiences.
09/03/2024
This collaboration provides opportunities for growth, digital innovation & quality and for customers a better and quicker collaboration.
09/03/2024
Today, however, fintech platforms have democratized this process, opening up global investment opportunities to anyone with a smartphone and a modest amount of capital.
09/03/2024
The wealthtech solutions market is expected to see rapid growth in the next few years.
09/02/2024
The app will be free to download, offering features like general investment account options and monthly webinars.
09/02/2024
Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.
09/02/2024
There is a delicate balance to be found between leveraging technology and maintaining a high-touch, personalised service.
08/29/2024
As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.
08/27/2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/23/2024
Fourcore says its newly secured assets will enable the company to provide a “comprehensive digital wealth and asset management offering”
08/22/2024
Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.
08/21/2024
Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?
08/21/2024
This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services.
08/20/2024
Tech update advances Valverde’s tailored investment strategy capabilities amid ASEAN investment growth
08/20/2024
Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.
08/20/2024
Wealth management advisory needs refreshed approaches to unlock the new value and perspectives necessary.
08/20/2024
Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.
08/19/2024
US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.
08/19/2024
Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.
08/16/2024
Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.