Should you outsource or build your own WealthTech solutions?
Implementing digital wealth management solutions can be tempting for many companies. However, the choice of whether they should build their own, enlist vendors or mix the two approaches is far from easy to make.
Why firms should focus on client centricity and adviser/agent efficiency in digital business models
Digitalisation is no longer a niche innovation project. When it comes to client’s financial relationship management, it should be an essential part of a firm’s business strategy to survive this decade, says Uday Nimmakayala, CEO and Founder at WealthObjects.
bunq to offer mortgages in a first for European digital banks
European digital bank bunq will become the first European digital bank to start offering mortgages to its customers.
TrustQuay deploys its latest tool into Nightingale Trustees
TrustQuay, a technology developer for the corporate services, trust and alternative fund administration markets, has partnered with Nightingale Trustees.
5 reasons why asset managers must embrace FCC automation
In an era where digital transformation is paramount, asset managers are recognising the indispensable role of automating Anti-Money Laundering (AML) processes.
DealCloud picks up $4.5m in latest funding round
Private capital deal management platform DealCloud has picked up $4.5m in its latest funding round.
Women are almost twice as interested in investing in alternative finance products than men
Younger women are seemingly stepping up to put their money into alternative finance products, despite women being generally more conservative and risk averse in their investment.
SEC charges penny stock traders for COVID-19 fraud
A penny stock trader is facing fraud allegations that could see him slammed by permanent injunctions, civil money penalties, a penny stock bar, and disgorgement with prejudgment interest.
Tradeteq adds $9.4m to its coffers via Series A round
WealthTech Tradeteq has secured $9.4m in a Series A round designed to fuel the further development of its product development.
iCapital Network hits $4bn valuation after raising fresh investment
iCapital Network, which is helping to drive access and efficiency within the alternative investment sector, has received $440m in funding to hit a $4bn valuation.