04/28/2021
Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.
04/27/2021
Q1 2021 GAAP revenue $1,233.4 million, up 5.1%, Fully Diluted GAAP Earnings Per Share $0.65, up 75.7%
04/26/2021
Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences.
04/22/2021
A further 76% added that they are more productive, due to the lack of commute and fewer distractions – a sentiment echoed by Rathbones fund manager Alexandra Jackson, who has experienced tangible improvements in both work performance and family life
04/22/2021
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the r
04/21/2021
Its other offerings serve wealth managers, retail brokers, custodians, and margin lenders, officials say.
04/19/2021
As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.