02/24/2025
Arta Finance Expands Compliance, Investment Tools for Finance Professionals
Finance professionals now make up 15% of Arta Finance's U.S. membership and 11% of its global user base.
Wealth & Asset Management
02/19/2025
BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize its Clients’ Global Asset Recovery Opportunities
Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries
02/18/2025
The Wealth Management Revolution: balancing innovation, efficiency, and client expectations
Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.
02/18/2025
Payfinia Partners with TAPP Engine to Provide Instant Wealth Management Capabilities
The partnership enables participating clients to access Payfinia's full suite of instant payment services
02/12/2025
Wealth management firm Scripbox forays into Kerala
Scripbox will offer investment solutions, including mutual funds, Portfolio Management Services, and Alternative Investment Funds
02/12/2025
J.C. Flowers invests in Canada’s Infinite Investment Systems
The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.
02/07/2025
Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group
$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area
02/06/2025
Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions
Our mission at OneVest has always been to Power the World's Wealth through innovative technology
02/04/2025
Canadian wealth management tech start-up OneVest raises $20m in Series B funding
The configurable offering includes investor and advisor interfaces, data aggregation functionalities, a book of record, and a portfolio management engine.
02/04/2025
Additiv Expands in APAC with New Jakarta Office
We look forward to working closely with local financial institutions to deliver innovative digital solutions that meet the evolving needs of Indonesian consumers and businesses.
02/04/2025
MongoDB Collaborates with Lombard Odier to Modernize Core Banking Technology with Generative AI
Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients
02/04/2025
What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
Wealth management platform Prosper secures $4.9m
The firm will also use the capital to scale its customer base quickly.
02/03/2025
Investec Bank launches new electronic trading platform
ZebrA-X will provide clients with access to a comprehensive suite of benchmark, liquidity-seeking algorithms, underpinned by Investec’s consultative execution team, connecting with a range of liquidity providers and venues.
01/31/2025
Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’
This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.
01/31/2025
Wealth-tech OneVest raises $20m in Series B financing
This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.
01/31/2025
How UBS Deploys Microsoft AI Platform in Global Operations
The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.
01/31/2025
SEI Reports Fourth-Quarter 2024 Financial Results
Relative to the fourth quarter 2023, EPS increased by 31%, and revenue and operating income grew by 15% and 43%, respectively, with operating margins increasing to 26%.
01/31/2025
UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform
The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology