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Wealth & Asset Management

02/26/2021

Millennials and financial advisors: what can wealth managers learn from growing disruptive competition

By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.

02/26/2021

Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management

The company demonstrates that innovation is a continuous process.

02/26/2021

SS&C drives digital transformation in retirement

One of the major responses from the industry to evolve alongside these transitions has been consolidation.

02/26/2021

FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards

Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.

02/25/2021

Wealth management solution provider goes public via SPAC

Apex, now valued at $4.7 billion, is one of many fintechs choosing to enter the public market via SPAC.

02/25/2021

DZ Bank picks Surecomp for trade finance digitisation

The DZ BANK team also manages international trade finance processing requests from the bank’s Hong Kong branch.

02/25/2021

Has the pandemic accelerated digital transformation?

Many of the personal challenges people have faced this last year would have been well served by an in-person meeting

02/24/2021

Bordier & Cie SCmA to offer cryptocurrencies to their customers* via Sygnum

Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos

02/24/2021

Covid-19 has accelerated the digitalization of the global Wealth Management sector and this trend is expected to continue in 2021

2020 was one of the most turbulent years in recent history

02/24/2021

Wealth Managers: Time to Shift your Technology Priorities

Should we consider working with partners that can deliver technology innovation for our front office

02/23/2021

Bank Rakyat Indonesia selects Intellect's wealth platform for digital transformation

By increasing the sales productivity and lowering the operating costs, Intellect allows financial institutions to serve a larger market size.

02/23/2021

Financial Services Firms That Invested in Emerging Technologies Profited in 2020, New Broadridge Study Finds

Widening gap emerges between Leaders and Non-leaders

02/23/2021

FinTech positioning for a re-opening in 2021

Within our investment process we select reasonably priced profitable quality compounders with a high purity factor that benefit from long-term FinTech trends.

02/23/2021

Broadridge Next-Gen Technology Adoption Survey

Firms are now shifting priorities based on the benefits achieved to date.

02/22/2021

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%

02/22/2021

Why Famtech Will Become a Major Trend in the Coming Years

People with more social connections were better equipped to deal with the challenges of lockdown.

02/22/2021

How DLT & Blockchain is shaping the future of wealth & asset management - the view from Sygnum Bank

Sygnum operates an independently controlled, scalable and future-proof regulated banking platform

02/22/2021

Broadridge Launches Wealth Lending Network Marketplace

New offering with The Bancorp extends market access to Securities-Based Lending

02/19/2021

Avaloq receives award for Best Integrated Front Office Solution at the Asian Private Banker Technology Awards

Avaloq, a global leader in digital banking solutions, core banking software and wealth management technology, has won the Best Integrated Front Office Solution award at today’s Asian Private Banker Technology Awards.

02/18/2021

C-Suite Executives Weigh In On The Pandemic’s Impact By Holly Washington

Firms have had to get creative to sustain collaboration, leveraging technology where possible.

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Mexico's Trafalgar reveals new CEO and enters brokerage market

08-28-2026

Gibson Dunn Adds Leading Technology Dealmaker Jonathan Ashtor as Technology Transactions Practice Co-Chair in New York

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08-28-2026

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08-28-2026

Iress tightens control over Xplan partner access

09-01-2026

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09-03-2026

Temenos and Celent: American Banks Face Growing Fight for the ‘Switchable Middle’

09-03-2026

Swaystack secures backing to activate bank accounts

09-03-2026

Nymbus signs Sagehaven Bank

09-03-2026

Aquiline to invest in wealthtech platform Flourish

09-03-2026

SS&C wins mandate from Aussie boutique fund manager

09-03-2026

Wero expands its A2A payments platform to France and Luxembourg

09-03-2026

Zaffino to leave AIG to take role at Palantir

09-03-2026

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