10/14/2021
Broadridge Enhances Fiduciary Toolkit for Financial Advisors
Enhancement enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios
Wealth & Asset Management
10/14/2021
Membership group launches to support implementation of CBDC
A new membership body supporting the rollout of the UK’s CBDC (central bank digital currency) launches in London today.
10/14/2021
CyborgTech Announces Investment From Leading WealthTech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform
Launched in 2019, Cy helps financial advisors successfully engage with clients throughout the investment journey
10/13/2021
Basler Kantonalbank and Bank Cler committed to providing seamless end-to-end digital client experience with Avaloq
The two banks are expanding their long-standing partnership with Avaloq by moving their respective web and mobile banking solutions to Avaloq’s Engage platform.
10/13/2021
Pandemic precipitates new era of outsourcing
Outsourcing is an often-cited word in the context of managing private client wealth.
10/12/2021
The digital agenda outlook, for wealth managers
Client demands have changed and their digital experience is now a real differentiator between firms
10/11/2021
Raffles Family Office Adds Wealth Vet and Crypto Expert to Board
Raffles Family Office expands its independent advisory board with the addition of a private banking veteran and a cryptocurrency pioneer.
10/08/2021
Profile Software at TSAM London Live 2021 showcasing its award-winning investment management platform
The Axia Custody solution has been upgraded to deliver automation and streamline processes for the modern Custodian Banks.
10/07/2021
d1g1t Announces Strategic Partnership With Raymond James Correspondent Services
Business unit of one of the world's leading independent wealth management companies has begun to integrate d1g1t's technology into its platform
10/07/2021
Flowbank opens in Zurich as digital asset firm takes stake
It will house the business development team and key functions of the customer support team.
10/07/2021
FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey
Only 26% of financial advisors report having a defined marketing strategy
10/06/2021
Moxtra Designed Secure Communication Solution for BNP Paribas Wealth Management Clients
Secured communications over social messaging channels and myWealth Asia allows BNP Paribas Wealth Management to integrate themselves into their clients' existing ecosystem in a collaboration powered by Moxtra
10/06/2021
Geneva-based S.P. Hinduja Banque Privée and Avaloq open next chapter in their digital banking partnership
Our institution is therefore fully committed to the open banking concept, and we are excited to deepen our collaboration with the Avaloq Community.
10/06/2021
5 key takeaways from our webinar, Streamline your financial data management to increase profitability
Insurers should be mindful that high quality MI and Reporting is contingent on high levels of granularity in data that feeds process flows – something which is not always achieved when working with outdated solutions.
10/06/2021
Wealth Dynamix team expands in Lithuania
The team operating from Lithuania are primarily developers and technical specialists.
10/05/2021
ERI partners with Bottomline to extend financial messaging solutions to financial institutions
This strategic alliance is effective worldwide
10/05/2021
Profile Software at Sibos 2021, online, introducing new platforms for Digital Banking, Treasury and Custody
The company is planning to present and discuss its newly launched platforms that support the digital transformation in action, true automation, use of numerous APIs, and more το the Sibos online delegates and elaborate on what drives the futur
10/05/2021
Spanish WealthTech Flanks raises €2.3 million in investment round
Flanks anticipates exponential growth in market share in one year and a six-fold increase in turnover during the next year and a half.
10/04/2021
FNZ feathers its nest buying Hatch from Kiwi Wealth
FNZ New Zealand managing director James McDonnell says what Hatch has achieved in the three years since its inception with the support of Kiwi Wealth is admirable.
10/04/2021
Will Bitcoin hit $100,000 by the end of 2021?
“Even though Bitcoin’s place in the global financial system is already assured, this would be a truly landmark moment.”