10/04/2022
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite.
09/27/2022
he platform holds a mission of democratizing the corporate bond market with its digital marketplace serving investors of all sizes. In the current economic environment, WiseAlpha’s business should be booming.
09/26/2022
The SEC says that MSSB, since 2015 and over a five-year period
09/26/2022
The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.
09/26/2022
The integration, built on Financial Services Cloud, is currently in pilot for RIA and family office clients and is expected to be made available to all Fidelity Institutional clients by early 2023.
09/22/2022
In parallel, the Covid-19 pandemic has accelerated the pace of habit change for wealth managers clients.
09/22/2022
Citi's UK retail bank is small, comprising a single branch at its Emea headquarters in Canary Wharf.
09/21/2022
Bühler Group is a multinational technology company headquartered in Uzwil, in the canton of St. Gallen.
09/21/2022
Aite-Novarica Group recognizes 12 innovative financial institutions leveraging best-in-class initiatives.
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.”