02/24/2022
UK assets on GBST’s Composer Wealth Management Platform, grow by a fifth in 2021
The continued year-on-year increase in assets reflects the success of GBST’s UK wealth management clients
Wealth & Asset Management
02/23/2022
Asian tech: coming of age
Many young companies have become best-in-class local champions and present attractive investment opportunities.
02/23/2022
How the pandemic has proved robo-advice will not take over
In August last year, Lloyds Bank announced the acquisition of Embark Group for £390m with the aim of targeting the top-three spot in the robo-advice market.
02/23/2022
Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021
Increase in SPAC and Cryptocurrency Class Actions, Decrease in M&A Class Actions
02/23/2022
Schwab launches digital financial planning action centre
The Financial Planning Action Center is available as of February 23rd, 2022.
02/21/2022
Wealth management in the new world
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/18/2022
Andes Wealth Technologies announces integration with Orion Advisor Solutions
Andes Wealth Platform provides award-winning behavioral finance and risk solutions for financial advisors.
02/18/2022
Objectway Joins Euronext's Techshare Programme
Euronext's TechShare platform will help raise awareness of companies in the Tech sector.
02/17/2022
Tenovos Named a Strong Performer in Digital Asset Management for Customer Experience by Independent Research Firm
Tenovos received some of its highest scores in the criteria of enterprise platform integration, product vision, market approach, and video and emerging content support.
02/17/2022
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
"We are pleased to add FinClear to our growing client base in APAC," said Darren Crowther, General Manager of Broadridge's SFCM.
02/16/2022
Zoe Announces partnership with wealth management firm
Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.
02/16/2022
J Safra Sarasin takes full control of Swiss bank in digital push
bank zweiplus offers trading and custody services and has a sophisticated offering specifically tailored to direct clients and clients of independent asset managers and insurance companies.
02/15/2022
Discussing top trends in 2022 for the Wealth Management sector
Firms need to deploy exciting ways to gain the audience’s attention and win new clients
02/15/2022
CREALOGIX : and Sedania set to transform digital banking with the latest customer-focused solutions
During a demonstration highlighting the need to reimagine Digital Lending and the Client Engagement Solution at the recent My Fintech Week 2022
02/14/2022
CREALOGIX wins the IBM Ecosystem Award 2021
By winning the IBM Ecosystem Award in the category Innovation Partner of the Year, CREALOGIX stresses its position as a developer of innovative solutions in digital banking.
02/11/2022
Rêv Launches Multi-Currency Digital Wallet App for Itaú Private Bank Customers
Global Fintech Provider Develops Payment Program With Mastercard Debit Card Acceptance and Real Time Currency Exchange for Itaú Private Bank Customers Looking to Transact in Foreign Currencies
02/10/2022
For SMEs, Digital Banking UX matters
Banks can use their expertise to develop a positive UX in digital banking
02/10/2022
How wealth management technology solutions are changing the industry
Wealth Managers were also tasked with strengthening their operations and increasing their productivity amidst decreasing profits and rising regulations in the industry.
02/10/2022
SS&C Releases Q4 and Full Year 2021 Earnings Results
SS&C's 2021 financial results reflect the cumulative progress our salesforce, product specialists, and management teams have made.
02/09/2022
Julius Baer: Singapore Over Switzerland For Innovation Hub
As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.