Institutional Investment & Trading

The AI revolution in wealth management: Balancing automation with human insight

The AI revolution in wealth management: Balancing automation with human insight

In the dynamic landscape of today's wealth sector, artificial intelligence (AI) stands as a pivotal force of change. This transformative era marks the confluence...
US gears up for open banking revolution but why should wealth managers care?

US gears up for open banking revolution but why should wealth managers care?

With the Consumer Financial Protection Bureau’s (CFPB) proposed changes to personal financial data rights, open banking could soon make its way to the US As firms in the country get excited about the development, should wealth managers be taking note?  
Amundi and Indosuez join forces with AirFund to revolutionise private asset fund marketing

Amundi and Indosuez join forces with AirFund to revolutionise private asset fund marketing

Amundi, a leading asset manager, and Indosuez Wealth Management, a prominent wealth management firm, have acquired a minority stake in AirFund.
Revolutionizing asset management: Aiviq's data science and AI solutions

Revolutionizing asset management: Aiviq’s data transformation capabilities

Asset managers are increasingly recognizing the importance of judicious investment in differentiators to drive AUM growth. WealthTech company Aiviq, has observed that due to...
Floww unveils FlowwFunds to transform venture capital fund management

Floww unveils FlowwFunds to transform venture capital fund management

Floww, a leading FinTech platform, is revolutionising the venture capital landscape with its latest offering, FlowwFunds. Known for its innovative approach, Floww is at...
TS Imagine enhances hedge fund treasury solutions through strategic Kayenta partnership

TS Imagine enhances hedge fund treasury solutions through strategic Kayenta partnership

TS Imagine, a premier global provider specializing in trading, portfolio, and risk management solutions for financial institutions, has joined forces with Kayenta, an acclaimed...
Singapore’s Chintai elevates capital markets with B1-led funding

Singapore’s Chintai elevates capital markets with B1-led funding

Chintai, a Singapore-based software as a service (SaaS) company, made waves today with the announcement of a significant financing round led by the tech-focused investment firm B1.
FinTech innovator Accelex secures $15m in FactSet-led funding round for AI automation

FinTech innovator Accelex secures $15m in FactSet-led funding round for AI automation

Accelex, described as a trailblazer in AI automation for private markets data acquisition, reporting, and analytics, has garnered a commendable $15m in a Series A funding round.
Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.

Unlock the power of digital currency: How Morningstar can supercharge your advisory services

Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.
FinTech giant Safened Holding seals deal with financial heavyweight Ted Hamilton

FinTech giant Safened Holding seals deal with financial heavyweight Ted Hamilton

Safened Holding, a stalwart in the financial technology realm, has proudly declared that industry titan Ted Hamilton is its latest investor.

News Stories

Palm

Palm’s Pulse brings conversational AI to treasury

Palm, an AI intelligence layer that sits on top of existing treasury management systems and ERPs, has launched Pulse, a conversational interface designed to...

How currency overlay is reshaping portfolio management in 2025

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
compliance

RegTech tools reshaping compliance and regulatory change

For businesses operating in heavily regulated sectors — whether payments, financial services, or gambling — keeping pace with regulatory change is one of the...
Theta Lake

Closing the gap: Theta Lake’s reconciliation tools

Regulatory compliance in financial services is built on a single, non-negotiable principle: the completeness and accuracy of records. Across global markets, a dense patchwork...
Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated by Bradesco and Prudential.

Brazilian InsurTech Azos secures $25m Series C

Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated...

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